Create tasks in ClickUp for new purchases in ConvertKit
Stay organized and efficient by connecting ConvertKit and ClickUp through this workflow. When any new purchase happens within your ConvertKit, a corresponding task will be established in your ClickUp account instantly. This automation ensures that tracking purchases and their relevant tasks becomes an effortless process that can streamline your sales and task management.
Stay organized and efficient by connecting ConvertKit and ClickUp through this workflow. When any new purchase happens within your ConvertKit, a corresponding task will be established in your ClickUp account instantly. This automation ensures that tracking purchases and their relevant tasks becomes an effortless process that can streamline your sales and task management.
- When this happens...New Purchase
Triggers when a new purchase is added to your account.
- automatically do this!Create Task
Creates a new task.
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FormRequired
Try ItSequenceRequired
Try ItTagRequired
Try ItFormRequired
EmailRequired
First Name
Optin to Sequence
New Purchase
Triggers when a new purchase is added to your account.
Try ItNew Subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Try ItNew Unsubscribe
Triggers when a subscriber unsubscribes from your emails.
Try ItTransaction IDRequired
EmailRequired
Subtotal
Tax
Shipping
Discount
Total
Currency
Transaction Time
Status
Product nameRequired
Product IDRequired
Product SKU
Product price
Product quantity