Boulevard + ClickUp

Boulevard + ClickUp integrations

Create tasks in ClickUp for new appointments in Boulevard

Stay on top of business operations by seamlessly connecting Boulevard and ClickUp. Whenever a new appointment is scheduled in Boulevard, a corresponding task is created in ClickUp promptly. This integration enhances your workflow management, mitigates the risk of forgotten appointments, and boosts overall productivity. Experience harmony in your project execution with all components consolidated in ClickUp.

When this happens...
New AppointmentTriggers when an appointment is created.
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with Boulevard and ClickUp

Discover other triggers and actions you can use with Boulevard and ClickUp

Appointment Cancelled
Triggers when an appointment is cancelled.
Trigger
Instant
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New Appointment
Triggers when an appointment is created.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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Entity Tags Added
New tags were added to a taggable entity
Trigger
Instant
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Order Completed
Triggers when an order is closed.
Trigger
Instant
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- First name
  Required
- Last name
- Email
- Phone number
- External ID
Action
Write
- Staff ID
  Required
- Location ID
  Required
- Start Time
  Required
- Duration
  Required
- Reason
  Required
- Title
Action
Write

- Appointment Id
  Required
- Note
- State
Action
Write
- Appointment ID
Action
Search
- External ID
Action
Search
- Order ID
  Required
Action
Search
- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search

Appointment Completed
Triggers when an appointment is completed.
Trigger
Instant
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Appointment Rescheduled
Triggers when an appointment is rescheduled.
Trigger
Instant
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Client Updated
Triggers when an existing client is updated.
Trigger
Instant
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Entity Tags Removed
Tags were removed from a taggable entity
Trigger
Instant
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- The ID of the Appointment or Client to be tagged
  Required
- Tag Id
  Required
Action
Write
- Client ID
  Required
- Text
  Required
Action
Write
- Staff ID
  Required
- Location ID
  Required
- Start Time
  Required
Action
Write
- Client ID
  Required
- First name
- Last name
- Email
- Phone number
- External ID
Action
Write
- Email
Action
Search
- Client ID
Action
Search
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
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.

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Related categories

Scheduling & Booking

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn moreLearn moreHelpHelp

Related categories

Project Management

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Related Zap Templates

Create tasks in ClickUp when new orders are completed in Boulevard

Reschedule Boulevard appointments and create corresponding tasks in ClickUp