ClickUp + Clientify

ClickUp + Clientify integrations

Create tasks in ClickUp when new tags are added to contacts in Clientify

Streamline your organization process with this workflow. When a new tag is added to a contact in Clientify, a task is instantly created in ClickUp. This keeps your project management tightly knit with your client relationships, ensuring every detail is swiftly transferred into actionable tasks. Boost your productivity and ensure no information slips through the cracks in your project management.

When this happens...
Tag Added to ContactTriggers when a tag is added to a contact
TriggerPolling
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with Clientify and ClickUp

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

- Tag
  Required
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created in clientify.
Trigger
Polling
Try It
- First Name
- Last Name
- Full Name
- Title
- Company name
- Contact Type
- Contact Source
- Street
- City
- State
- Country
- Postal Code
- email
- Phone number
- Tags
- Custom Fields
- Picture URL
- Taxpayer Identification Number
- Contact status
- website
- LinkedIn Url
- Contact owner
- Autoassignment owner
- GDPR Acceptance Date
- Visitor Key
- Description
Action
Write
- Contact
  Required
- Order Date
- Order Id
  Required
- E-commerce
- Shop Name
- Order Url
  Required
- Currency
  Required
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- Price
  Required
- Quantity
  Required
- Discount
  Required
Action
Write

- 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

New Company
Triggers when a new company is created in clientify.
Trigger
Polling
Try It
New Deal
Triggers when a new deal is created in Clientify.
Trigger
Polling
Try It
- Contact
  Required
- Abandoned Date
- Cart Id
  Required
- E-commerce
- Shop Name
- Order Url
  Required
- Currency
  Required
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- Price
  Required
- Quantity
  Required
- Discount
  Required
Action
Write
- Deal name
  Required
- Deal amount
  Required
- Pipeline Stage
- Expected Close Date
- Deal Custom Fields
- Contact API URL
- Deal Owner
Action
Write
- Email
- Phone
- Full Name
- VAT Number
Action
Search
- 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

About ClickUp

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

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About Clientify

Clientify is an all-in-one platform with AI to find, connect, and win more clients through communication, sales, and marketing tools.

HelpHelp

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CRM (Customer Relationship Management)

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Related Zap Templates

Create tasks in ClickUp for new contacts in Clientify

Related Zap Templates

Create tasks in ClickUp for new contacts in Clientify