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ClickUp + Crisp

Create tasks in ClickUp when conversation custom data gets updated in Crisp

Keep your tasks in order no matter where the conversation goes. With this workflow, any updates to custom data in your Crisp conversations directly create a new task in ClickUp. You'll never miss following up on critical changes and ensure every customer's requirement is attended to. This is the perfect solution for staying on top of customer service and managing your to-do lists.

Keep your tasks in order no matter where the conversation goes. With this workflow, any updates to custom data in your Crisp conversations directly create a new task in ClickUp. You'll never miss following up on critical changes and ensure every customer's requirement is attended to. This is the perfect solution for staying on top of customer service and managing your to-do lists.

  1. When this happens...
    CrispCrisp
    Conversation Custom Data Updated

    Triggers when custom data is added or removed in a conversation.

    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?
  • Crisp triggers, actions, and search

    Edited Contact

    Triggers when a contact is edited.

    Trigger
    Instant
    Try It
  • Crisp triggers, actions, and search

    Message Incoming

    Triggers when a visitor sends a message.

    Trigger
    Instant
    Try It
  • Crisp triggers, actions, and search

    New Conversation

    Triggers when a new conversation is created.

    Trigger
    Instant
    Try It
  • Crisp triggers, actions, and search

    Conversation Segments Updated

    Triggers when a segment is added or removed in a conversation.

    Trigger
    Instant
    Try It
  • Crisp triggers, actions, and search

    Conversation Custom Data Updated

    Triggers when custom data is added or removed in a conversation.

    Trigger
    Instant
    Try It
  • Crisp triggers, actions, and search

    Conversation Status Change

    Triggers when a conversation is (un)resolved.

    Trigger
    Instant
    Try It
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ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
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  • Project Management

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