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Capsule CRM + ClickUp

Create tasks in ClickUp for new or updated tasks in Capsule CRM

Stay on top of your tasks and improve team productivity with this automation between Capsule CRM and ClickUp. Whenever a new or updated task is detected in Capsule CRM, a corresponding task will be created in ClickUp. This seamless workflow ensures that your task management is always up-to-date and organized across both platforms.

Stay on top of your tasks and improve team productivity with this automation between Capsule CRM and ClickUp. Whenever a new or updated task is detected in Capsule CRM, a corresponding task will be created in ClickUp. This seamless workflow ensures that your task management is always up-to-date and organized across both platforms.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Task

    Triggers when a given action is performed on a Task.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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clickup logo
clickup logo

About ClickUp

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

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