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ClickUp + Dealintent

ClickUp + Dealintent

ClickUp + Dealintent integrations

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 TaskTriggers when tasks are added.
TriggerInstant
automatically do this!
Create Action ItemCreate a new action item
ActionWrite

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More things you can do with ClickUp and Dealintent

Discover other triggers and actions you can use with ClickUp and Dealintent

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It

- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write

- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
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
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search
- Deal Room
  Required
- Mutual Action Plan
  Required
Trigger
Polling
Try It
New Contacts
Triggers when new contact is created.
Trigger
Polling
Try It
New Deal Rooms
Triggers when new deal room is created.
Trigger
Polling
Try It
New Deal Room Templates
Triggers when new deal room template is created.
Trigger
Polling
Try It
- Deal Room
  Required
Trigger
Polling
Try It
- Deal Room
  Required
- Contact
  Required
- Action
  Required
Action
Write
- Deal Room
  Required
- Mutual Action Plan
  Required
- Contacts
- Members
- Title
  Required
- Due Date
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Linkedin URL
- Designation
- Company
Action
Write
- Deal Room Name
  Required
- Deal Name
  Required
- Deal Value
  Required
- Deal Close Date
  Required
- Deal Stage
  Required
- Company
Action
Write
- Name
  Required
- Deal Room
  Required
Action
Write
- Deal Room
  Required
- Asset
  Required
Action
Write
- Deal Room
  Required
- Mutual Action Plan
  Required
- Action Item
  Required
- Action
  Required
Action
Write
- Deal Room
  Required
- Banner
Action
Write
- Deal Room
  Required
- Mutual Action Plan
  Required
- Name
  Required
Action
Write

- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search
New Companies
Triggers when new company is created.
Trigger
Polling
Try It
New Contents
Triggers when new content or file is created.
Trigger
Polling
Try It
- Deal Room
  Required
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 Room
  Required
- Member
  Required
- Action
  Required
Action
Write
- Name
  Required
- Domain
  Required
- Linkedin URL
- City
- State
- Country
Action
Write
- Name
  Required
- Description
- URL
  Required
- Size (in bytes)
  Required
- Mime Type
  Required
- Cover Image
- Access
  Required
Action
Write
- Name
  Required
- URL
  Required
- Mime Type
  Required
- Size (in bytes)
  Required
- Deal Room
  Required
Action
Write
- Deal Room
  Required
- Mutual Action Plan
  Required
- Action Item
  Required
Action
Write
- Deal Room
  Required
- Mutual Action Plan
  Required
Action
Write
- Deal Room
  Required
- Mutual Action Plan
  Required
- Action Item
  Required
- Title
- Due Date
- Members
- Contacts
Action
Write
- Deal Room
  Required
- Asset
  Required
- Name
  Required
Action
Write

About ClickUp

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

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About Dealintent

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

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