ClickUp + EngageBay Marketing

ClickUp + EngageBay Marketing integrations

Create tasks in ClickUp for new deals in EngageBay Marketing

Streamline your marketing and project management process with this efficient workflow. When a new deal is secured in EngageBay Marketing, a corresponding task is instantly created in ClickUp. This simple automation ensures every deal is tracked effectively, aiding project oversight and enhancing team productivity.

When this happens...
New Deal [Deprecated]⚠️ This polling-based trigger is deprecated. Please use the new "New Deal" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
TriggerPolling
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Create TaskCreates a new task.
ActionWrite

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More things you can do with EngageBay Marketing and ClickUp

Discover other triggers and actions you can use with EngageBay Marketing and ClickUp

New Company
Instant trigger powered by webhooks. Fires immediately when a new company is created in EngageBay. Recommended replacement for the legacy polling trigger.
Trigger
Instant
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New Contact
Instant trigger powered by webhooks. Fires immediately when a new contact is created in EngageBay. Recommended replacement for the legacy polling trigger.
Trigger
Instant
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Contact Unsubscribed
Instant trigger powered by webhooks. Fires immediately when a contact unsubscribes in EngageBay. Recommended replacement for the legacy polling trigger.
Trigger
Instant
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New Deal
Instant trigger powered by webhooks. Fires immediately when a new deal is created in EngageBay. Recommended replacement for the legacy polling trigger.
Trigger
Instant
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New Company [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Company" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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New Deal [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Deal" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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Get Owners
Trigger to get all owners.
Trigger
Polling
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Get Tracks
Tigger to get all tracks.
Trigger
Polling
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- Name
  Required
Trigger
Instant
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- List
  Required
- Limit
  Required
Trigger
Polling
Try It
- Tag
  Required
Trigger
Instant
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- Fields
  Required
Trigger
Instant
Try It
Contact Unsubscribed [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Contact Unsubscribed" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
Try It
Contact Property Change[Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Contact Property Change" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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Task Property Change [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Task Property Change" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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- Contact ID
  Required
- Subject
- Description
Action
Write
- Name
- Phone Number
- Email
  Required
- Timezone
- Start Time
  Required
- End Time
  Required
Action
Write
- Form
  Required
- Email
  Required
Action
Write
- Tag
  Required
- Email
  Required
Action
Write
- Email
  Required
Action
Write
- Search Query
  Required
- Email
  Required
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Search or write
- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- 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

- Fields
  Required
Trigger
Instant
Try It
- Tag
  Required
Trigger
Instant
Try It
- Fields
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
New Contact [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Contact" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
Try It
New Event [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Event" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
Try It
New Task [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Task" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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- Field
Trigger
Instant
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- List
  Required
Trigger
Instant
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- t_fields
Trigger
Instant
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New Task
Instant trigger powered by webhooks. Fires immediately when a new task is created in EngageBay. Recommended replacement for the legacy polling trigger.
Trigger
Instant
Try It
- Properties
Trigger
Instant
Try It
Company Property Change [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Company Property Change" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
Try It
Deal Property Change [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Deal Property Change" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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- Sequence
  Required
- Email
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Email
  Required
- Subject
  Required
- Priority
- Type
- Status
- Assignee
- Message
Action
Write
- Email
  Required
- Last Name
- Role
- First Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Blog
- Website (Xing)
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Tag
  Required
- Email
  Required
Action
Write
- Search Query
  Required
Action
Search
- 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
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- 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

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 EngageBay Marketing

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.

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Marketing Automation

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Related Zap Templates

Create tasks in ClickUp for every new contact in EngageBay Marketing

Related Zap Templates

Create tasks in ClickUp for every new contact in EngageBay Marketing