Apollo + ClickUp

Create tasks in ClickUp for new accounts in Apollo

Effortlessly streamline your sales and project management process with this automation that connects Apollo and ClickUp. Whenever a new account is created in Apollo, a corresponding task is generated in ClickUp, ensuring your team stays organized and up-to-date with potential client-related tasks. Focus on building relationships and closing deals while this workflow handles the task organization for you.

When this happens...
New Account
Triggers when a new Account is created.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

What does this mean?

Account Updated
Triggers when an existing Account is updated.
Trigger
Instant
Try It
New Account
Triggers when a new Account is created.
Trigger
Instant
Try It
- NameRequired
- Domain
- Phone Number
- Raw Address
Action
Write
- nameRequired
- amountRequired
- Owner ID
- Opportunity Stage Id
- Closed Date
Action
Write
- Account IDRequired
- Name
- Domain
- Phone Number
- Address
Action
Write

- Opportunity IdRequired
- name
- amount
- Opportunity Stage Id
- closed date
- account_id
Action
Write
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Organization NameRequired
- title
- Address
- Website Url
Action
Search or write

- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find Task by ID
Find an existing task by its ID.
Action
Search

Contact Updated
Triggers when an existing Contact is updated.
Trigger
Instant
Try It
New Contact
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Organization NameRequired
- title
- Email AddressRequired
- Address
- Website Url
Action
Write
- NoteRequired
- Contacts IDsRequired
- PriorityRequired
- TypeRequired
- Due DateRequired
- Assigned ToRequired
Action
Write
- Contact IDRequired
- Last Name
- First Name
- Email
- Title
- Organization Name
- Account id
- Direct Phone
- Corporate Phone
- Mobile Phone
- Home Phone
Action
Write
- email AddressRequired
Action
Search
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Task Description
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- WorkspaceRequired
Action
Write
Find Task by Custom Fields
Find an existing task by searching custom fields.
Action
Search
- WorkspaceRequired
- FieldRequired
- ValueRequired
Action
Search

About Apollo

Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.

Related categories

Sales & CRM

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

Help

Related categories

Project Management

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PRODUCTS

CAPABILITIES

By team

Apollo + ClickUp

Create tasks in ClickUp for new accounts in Apollo

Account Updated

New Account

Create Account

Domain

Phone Number

Raw Address

Create Deal

nameRequired

amountRequired

Owner ID

Opportunity Stage Id

Closed Date

Update Account

Account IDRequired

Name

Domain

Phone Number

Address

Update Deal

Opportunity IdRequired

name

amount

Opportunity Stage Id

closed date

account_id

Find or Create Contact

Email AddressRequired

First NameRequired

Last NameRequired

Organization NameRequired

title

Address

Website Url

New List

WorkspaceRequired

Task Changes

WorkspaceRequired

Create Folder

WorkspaceRequired

Folder NameRequired

Post a Task Comment

WorkspaceRequired

CommentRequired

Post Attachment

WorkspaceRequired

FileRequired

Create Task

WorkspaceRequired

Task NameRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Task by ID

Contact Updated

New Contact

Create Contact

First NameRequired

Last NameRequired

Organization NameRequired

title

Email AddressRequired

Address

Website Url

Create Task

NoteRequired

Contacts IDsRequired

PriorityRequired

TypeRequired

Due DateRequired

Assigned ToRequired