Boulevard + ClickUp

Create tasks in ClickUp when new orders are completed in Boulevard

Effortlessly manage your tasks after an order is completed in the Boulevard app with this seamless workflow. Once an order is marked as completed, a new task will be created in ClickUp, helping you stay organized and on top of your responsibilities. Save time and streamline your process by taking advantage of this automation between Boulevard and ClickUp.

When this happens...
Order Completed
Triggers when an order is closed.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

What does this mean?

Appointment Cancelled
Triggers when an appointment is cancelled.
Trigger
Instant
Try It
New Appointment
Triggers when an appointment is created.
Trigger
Instant
Try It
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
Entity Tags Added
New tags were added to a taggable entity
Trigger
Instant
Try It
Order Completed
Triggers when an order is closed.
Trigger
Instant
Try It

- First nameRequired
- Last name
- Email
- Phone number
- External ID
Action
Write
- Staff IDRequired
- Location IDRequired
- Start TimeRequired
- DurationRequired
- ReasonRequired
- Title
Action
Write

- Appointment IdRequired
- Note
- State
Action
Write
- Appointment ID
Action
Search
- External ID
Action
Search
- Order IDRequired
Action
Search
- 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

Appointment Completed
Triggers when an appointment is completed.
Trigger
Instant
Try It
Appointment Rescheduled
Triggers when an appointment is rescheduled.
Trigger
Instant
Try It
Client Updated
Triggers when an existing client is updated.
Trigger
Instant
Try It
Entity Tags Removed
Tags were removed from a taggable entity
Trigger
Instant
Try It
- The ID of the Appointment or Client to be taggedRequired
- Tag IdRequired
Action
Write
- Client IDRequired
- TextRequired
Action
Write
- Staff IDRequired
- Location IDRequired
- Start TimeRequired
Action
Write
- Client IDRequired
- First name
- Last name
- Email
- Phone number
- External ID
Action
Write
- Email
Action
Search
- Client ID
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 Boulevard

Boulevard is the first client experience platform purpose-built to accelerate sales and eliminate stress for self-care, appointment-based businesses.

Learn more Help

Related categories

Scheduling & Booking

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

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By team

Boulevard + ClickUp

Create tasks in ClickUp when new orders are completed in Boulevard

Appointment Cancelled

New Appointment

New Client

Entity Tags Added

Order Completed

Create Client

Last name

Email

Phone number

External ID

Create Timeblock

Staff IDRequired

Location IDRequired

Start TimeRequired

DurationRequired

ReasonRequired

Title

Update Appointment

Appointment IdRequired

Note

State

Find Appointment

Appointment ID

Find Client by External ID

External ID

Find Order by ID

Order IDRequired

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

Appointment Completed

Appointment Rescheduled

Client Updated

Entity Tags Removed

Add Tag

The ID of the Appointment or Client to be taggedRequired

Tag IdRequired

Create Client Note

Client IDRequired

TextRequired

Delete Timeblock

Staff IDRequired

Location IDRequired

Start TimeRequired

Update Client

Client IDRequired

First name

Last name

Email

Phone number

External ID

Find Client by Email

Email