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ClickUp + Contractor Foreman

Create tasks in ClickUp for new leads in Contractor Foreman

Streamline your task management with this efficient workflow. Whenever a new lead is registered in Contractor Foreman, it will create a corresponding task in the ClickUp application. This automation takes away the hassle of manual data entry, ensuring your team can focus on nurturing leads instead of administrative tasks. Enhance your productivity and keep your projects seamlessly managed with this workflow.

Streamline your task management with this efficient workflow. Whenever a new lead is registered in Contractor Foreman, it will create a corresponding task in the ClickUp application. This automation takes away the hassle of manual data entry, ensuring your team can focus on nurturing leads instead of administrative tasks. Enhance your productivity and keep your projects seamlessly managed with this workflow.

  1. When this happens...
    Contractor ForemanContractor Foreman
    Lead Created

    Triggers when a new lead 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?
  • Contractor Foreman triggers, actions, and search

    Customer Deleted

    Triggers when customer is deleted.

    Trigger
    Instant
    Try It
  • Contractor Foreman triggers, actions, and search

    File Uploaded

    Triggers when upload File is uploaded.

    Trigger
    Instant
    Try It
  • Contractor Foreman triggers, actions, and search

    Lead Archived

    Triggers when lead is Archived.

    Trigger
    Instant
    Try It
  • Contractor Foreman triggers, actions, and search

    Lead Created

    Triggers when a new lead is created.

    Trigger
    Instant
    Try It
  • Contractor Foreman triggers, actions, and search

    Customer Archived

    Triggers when customer is Archived.

    Trigger
    Instant
    Try It
  • Contractor Foreman triggers, actions, and search

    Lead Deleted

    Triggers when lead is deleted.

    Trigger
    Instant
    Try It
  • Contractor Foreman triggers, actions, and search

    Customer Created

    Triggers when a new customer is created.

    Trigger
    Instant
    Try It

    • EmailRequired

    • First NameRequired

    • Last NameRequired

    • Address1

    • Address2

    • City

    • State

    • Zip

    • Phone

    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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contractor-foreman logo
contractor-foreman logo

About Contractor Foreman

Contractor Foreman is the most affordable all-in-one construction management software for contractors and is trusted by contractors in more than 75 countries. Recently named a Top App by DailyReporter.com, Capterra, SoftwareAdvice and ConstrucTECH.
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Related categories