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ClickUp + Clockify

Create new ClickUp checklists from new Clockify clients

With this workflow, as soon as you add a new client in Clockify, a checklist will be generated in ClickUp. Make sure your clients receive the attention they deserve by starting them off with a comprehensive to-do list the moment they're entered into your system. This simple automation ensures each client is handled systematically, which ultimately enhances efficiency in managing your customer relationships.

With this workflow, as soon as you add a new client in Clockify, a checklist will be generated in ClickUp. Make sure your clients receive the attention they deserve by starting them off with a comprehensive to-do list the moment they're entered into your system. This simple automation ensures each client is handled systematically, which ultimately enhances efficiency in managing your customer relationships.

  1. When this happens...
    ClockifyClockify
    New Client

    Triggers when a new client is added to a workspace.

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    New Checklist

    Add a checklist to a task

    ActionWrite
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Supported triggers and actions

What does this mean?
    • WorkspaceRequired

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    • Project

    • Task

    • Tags

    Trigger
    Scheduled
    Try It
  • Clockify triggers, actions, and search

    New Workspace

    Triggers when a new workspace is created.

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    • ProjectRequired

    • Task nameRequired

    • Status

    Action
    Write
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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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Related categories

  • Project Management

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