ClickUp + Dealintent

Create action items in Dealintent for new tasks in ClickUp

Streamline your workflow with this automation. Whenever a new task is created in ClickUp, it'll directly generate an action item in the Dealintent app. Save time and ensure all crucial details are transferred effortlessly between your project management and customer attention platforms. Increase your productivity by removing the need for manual data input.

When this happens...
New Task
Triggers when tasks are added.
TriggerInstant
automatically do this!
Create Action Item
Create a new action item
ActionWrite

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Supported triggers and actions

- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Action
Write
- Message TextRequired
- Include a link to this Zap?
Action
Write

- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
Action
Write
- Task IdRequired
Action
Write
- WorkspaceRequired
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check Plan Bandage
- WorkspaceRequired
- FieldRequired
- ValueRequired
- Include all shared items?
Action
Search
- Deal RoomRequired
- Mutual Action PlanRequired
Trigger
Polling
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New Contacts
Triggers when new contact is created.
Trigger
Polling
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New Deal Rooms
Triggers when new deal room is created.
Trigger
Polling
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New Deal Room Templates
Triggers when new deal room template is created.
Trigger
Polling
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- Deal RoomRequired
Trigger
Polling
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- Deal RoomRequired
- ContactRequired
- ActionRequired
Action
Write
- Deal RoomRequired
- Mutual Action PlanRequired
- Contacts
- Members
- TitleRequired
- Due DateRequired
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Linkedin URL
- Designation
- Company
Action
Write
- Deal Room NameRequired
- Deal NameRequired
- Deal ValueRequired
- Deal Close DateRequired
- Deal StageRequired
- Company
Action
Write
- NameRequired
- Deal RoomRequired
Action
Write
- Deal RoomRequired
- AssetRequired
Action
Write
- Deal RoomRequired
- Mutual Action PlanRequired
- Action ItemRequired
- ActionRequired
Action
Write
- Deal RoomRequired
- Banner
Action
Write
- Deal RoomRequired
- Mutual Action PlanRequired
- NameRequired
Action
Write

- Reaction(s)
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Reaction(s)
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- Thread
- Include a link to this Zap?
Action
Write
- DocumentRequired
- Name
- Content
- Subtitle
Action
Write
- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- WorkspaceRequired
Action
Write
- Name
- Subtitle
- DocumentRequired
- PageRequired
- Content
- Content edit mode
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- WorkspaceRequired
- Space
- Folder
- List
- Document nameRequired
- Name match condition
- Include archived documents?
Action
Search
New Companies
Triggers when new company is created.
Trigger
Polling
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New Contents
Triggers when new content or file is created.
Trigger
Polling
Try It
- Deal RoomRequired
Trigger
Polling
Try It
New Members
Triggers when new member is added.
Trigger
Polling
Try It
New Stages
Triggers when new stage is created.
Trigger
Polling
Try It
- Deal RoomRequired
- MemberRequired
- ActionRequired
Action
Write
- NameRequired
- DomainRequired
- Linkedin URL
- City
- State
- Country
Action
Write
- NameRequired
- Description
- URLRequired
- Size (in bytes)Required
- Mime TypeRequired
- Cover Image
- AccessRequired
Action
Write
- NameRequired
- URLRequired
- Mime TypeRequired
- Size (in bytes)Required
- Deal RoomRequired
Action
Write
- Deal RoomRequired
- Mutual Action PlanRequired
- Action ItemRequired
Action
Write
- Deal RoomRequired
- Mutual Action PlanRequired
Action
Write
- Deal RoomRequired
- Mutual Action PlanRequired
- Action ItemRequired
- Title
- Due Date
- Members
- Contacts
Action
Write
- Deal RoomRequired
- AssetRequired
- NameRequired
Action
Write

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn more

Related categories

Project Management

Similar apps

About Dealintent

Dealintent is service for enabling b2b companies to close deal faster.

Related categories

Sales & CRM

ClickUp + Dealintent

Create action items in Dealintent for new tasks in ClickUp

New Message Posted to Channel

New Comment on a Task

New List

New Attachment Added to Task

Task Changes

Archive or Delete Task

Send Direct Message

Create New Document

Create Space

Create Folder

Post a Task Comment

Post Attachment

Create Task

Update Custom Field Value

Update Task

Find Custom Fields

Find a List of All Tasks

Find User by Name or Email

New Action Items

New Contacts

New Deal Rooms

New Deal Room Templates

New Mutual Action Plan

Add or Remove Contact to Deal Room

Create Action Item

Create Contact

Create Deal Room

Create Mutual Action Plan

Delete Deal Room Asset

Mark Action Item (Complete/Incomplete)

Update Deal Room

Update Mutual Action Plan

New Reaction Added to Chat Message

New Folder

New Task

New Reaction Added to Task Comment

New Time Entry

New Checklist

Send Chat Message to Channel

Create New Document Page

Create Custom Field

Create List

Time Tracked

Create Subtask

Update Access for the Task

Edit Document Page

API Request (Beta)

Find the Most Recent Task

Find Task by ID

Find Documents

New Companies

New Contents

New Deal Room Assets

New Members

New Stages

Add or Remove Member to Deal Room

Create Company

Create Content

Create Deal Room Asset

Delete Action Item

Delete Mutual Action Plan

Update Action Item

Update Deal Room Asset

About ClickUp

Related categories

Similar apps

Trello

Asana

Todoist

About Dealintent

Related categories