BookingKoala + ClickUp
Create tasks in ClickUp for new customers in BookingKoala
Effortlessly manage your customer tasks with this workflow between BookingKoala and ClickUp. Whenever you get a new customer in your BookingKoala platform, a fresh task is instantly created in your ClickUp account. This seamless integration ensures no customer onboarded on BookingKoala goes unattended in your ClickUp task list, enhancing your customer management efficiency.
Effortlessly manage your customer tasks with this workflow between BookingKoala and ClickUp. Whenever you get a new customer in your BookingKoala platform, a fresh task is instantly created in your ClickUp account. This seamless integration ensures no customer onboarded on BookingKoala goes unattended in your ClickUp task list, enhancing your customer management efficiency.
- When this happens...New Customer
Triggers when a customer is created.
- automatically do this!Create Task
Creates a new task.
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Booking Card Hold
Triggered when booking's card put on hold.
Try ItBooking Charge Declined
Triggered when booking charge is declined.
Try ItBooking Cancelled
Triggered when booking is cancelled.
Try ItCustomer Updated
Triggers when a customer is updated (does not trigger on Notes, Addresses, or Billing Info).
Try It
