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ClickUp + ClientRock

Create ClickUp tasks from new ClientRock meetings

This integration creates a ClickUp task for your team when a client books a consultation in ClientRock.

This integration creates a ClickUp task for your team when a client books a consultation in ClientRock.

  1. When this happens...
    ClientRockClientRock
    New Meeting

    Triggers when a new meeting is created.

    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?
    • TeamRequired

    Trigger
    Instant
    Try It
    • TeamRequired

    • Engagement TemplateRequired

    • Contact NameRequired

    • Contact EmailRequired

    • Contact Phone

    Action
    Write
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • TeamRequired

    • Engagement TemplateRequired

    • Contact NameRequired

    • Contact EmailRequired

    • Contact Phone

    Action
    Write
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    • Checklist NameRequired

    • Checklist ItemRequired

    Action
    Write
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.
Help

Related categories

  • Project Management

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clientrock logo
clientrock logo

About ClientRock

ClientRock is an online booking tool made for attorneys to book consultations and get paid all in one step.

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