ClickUp + Copilot
Create new folders in ClickUp for newly created companies in Copilot
When a new company is added in the Copilot app, this workflow organizes your process by creating a corresponding folder in your ClickUp account. It helps maintain order and streamline your operations by keeping your data organized and well-coordinated between both platforms. Perfect for those wanting a seamless and efficient process for managing company information.
When a new company is added in the Copilot app, this workflow organizes your process by creating a corresponding folder in your ClickUp account. It helps maintain order and streamline your operations by keeping your data organized and well-coordinated between both platforms. Perfect for those wanting a seamless and efficient process for managing company information.
- When this happens...
Company CreatedTriggers when a company gets created in the Copilot for the first time
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create FolderTriggers when new folders are created.
ActionWriteCreate a new record or update an existing record in your app.
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List App Installs
Lists the app installs in a workspace.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planClient Created
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Clients
Lists the clients.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany Created
Triggers when a company gets created in the Copilot for the first time
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contract Signed
Triggers when a contract is signed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Custom Fields
Lists all available custom fields.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFile Created
Triggers when a file gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.File Channel IdRequired
Folder path
Limit
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFolder Created
Triggers when a folder gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Folder Updated
Triggers when a folder gets updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Internal User Created
Triggers when a new internal user is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Link Created
Triggers when a link gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Link Updated
Triggers when a link gets updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Message Channel Deleted
Triggers when a message channel is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.The ID of the App InstallRequired
The type of the App ConnectionRequired
The content of the App ConnectionRequired
The company id of the App Connection
The client ids to be part of the App Connection
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Given name
Family Name
Company ID
Send Invite?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Company IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Membership Type
The ID of the membership entity. E.g. ID of a company or individual
IDs of all members in the channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel IDRequired
PathRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel IDRequired
PathRequired
Link urlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The text content of the messageRequired
The Id of the target message channelRequired
(Optional) The Id of the client who is the author of the message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the Company to get
Name
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the file channel to get
Membership Type
The ID of the membership entity. E.g. ID of a company or individual
Member ID
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the internal user to get
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the App InstallRequired
ClientId
The company id of the App Connection
The type of the App ConnectionRequired
The content of the App ConnectionRequired
The client ids to be part of the App Connection
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundThe ID of the Company to get
NameRequired
Icon Image URL
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundThe ID of the message channel to get
Membership TypeRequired
Entity ID - ID of the membership entity, e.g., ID of a company or individual client user
Member ID
Limit
Member IDs - IDs of client members to be added to this channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundReaction(s)
WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message TextRequired
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
CommentRequired
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
ActionThis is an event a Zap performs.SearchFind existing data in your appCheck Plan Bandage
WorkspaceRequired
FieldRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Client Activated
Triggers when a client authenticates in the Copilot for the first time
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Updated
High-frequency trigger for each client user update.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Query param to filter placeholder companies
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContract Requested
Triggers when a contract is assigned to a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.File Deleted
Triggers when a file has been deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.File Updated
Triggers when a file has been updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Folder Deleted
Triggers when a folder gets deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Internal User Deleted
Triggers when an internal user is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Paid
Triggers when an invoice is paid
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Link Deleted
Triggers when a link gets deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Message Channel Created
Triggers when a new message channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Membership Type
The ID of the membership entity. E.g. ID of a company or individual
Member ID
Limit
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planMessage Sent
Triggers when a message gets sent in any channels belonging to the portal
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Workspace
List the workspace associated with the portal
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmailRequired
Given nameRequired
Family NameRequired
Company ID
Send Invite?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Icon Image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contract Template ID
Recipient ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel IDRequired
PathRequired
File ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient IDRequired
Form IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Membership TypeRequired
Entity ID - ID of the membership entity, e.g., ID of a company or individual client user
Member IDs - IDs of client members to be added to this channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The ID of the App InstallRequired
ClientId
CompanyId
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Email
Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom Field IDRequired
Label
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the Form to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appThe ID of the message channel to get
Membership Type
The ID of the membership entity. E.g. ID of a company or individual
Member ID
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appID
EmailRequired
Company ID
Given nameRequired
Family NameRequired
Send Invite?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundThe ID of the file channel to get
Membership Type
The ID of the membership entity. E.g. ID of a company or individual
Member ID
IDs of all members in the channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundReaction(s)
WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
Checklist NameRequired
Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field nameRequired
Description
Required in tasks
Pinned
Visible to guests
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
List NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
StartRequired
EndRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
Task Description
Markdown Content
Assignee Emails
Priority
Due Date
Start Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Task by ID
Find an existing task by its ID.
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Space
Folder
List
Document nameRequired
Name match condition
Include archived documents?
ActionThis is an event a Zap performs.SearchFind existing data in your app
About ClickUp
Related categories
About Copilot
Related categories
Related Zap Templates
- Start new ClickUp lists for each newly created client in Copilot
- Update tasks in ClickUp when new contracts are signed in Copilot
- Update tasks in ClickUp when new clients are created in Copilot
- Update ClickUp tasks when new form responses are completed in Copilot
- Create new tasks in ClickUp from completed form responses in Copilot