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Circleback + ClickUp

Circleback + ClickUp

Circleback + ClickUp integrations

Create new documents in ClickUp for every new automation in Circleback

When an event occurs in CircleBack, this workflow activates to rapidly craft a new document in ClickUp. Simplify your operational processes by letting this automation handle the task creation for you. This easy setup saves you time, increases your efficiency, and ensures every significant CircleBack event is captured as a new document in ClickUp.

When this happens...
AutomationsTriggers when the selected Circleback automation step is run.
TriggerInstant
automatically do this!
Create New DocumentCreate new document in the specific location
ActionWrite

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More things you can do with Circleback and ClickUp

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

- Automation step
  Required
Trigger
Instant
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- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It

- Workspace
  Required
Trigger
Instant
Try It
- 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

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
Try It
- 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 Circleback

Circleback provides AI-powered meeting notes and automations.

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Related categories

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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