ClickUp + HelpSpot

ClickUp + HelpSpot integrations

Manage new HelpSpot requests by creating tasks in ClickUp

Streamline your customer support operations with this efficient workflow. Whenever there's a new request in HelpSpot, a corresponding task will be created in ClickUp. This automation ensures that all customer requests are promptly and systematically attended to, saving you the hassle of manual transfer. Enhance your productivity and never miss a customer request again.

When this happens...
New RequestTriggers when a new request is created.
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with HelpSpot and ClickUp

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

New Request
Triggers when a new request is created.
Trigger
Instant
Try It
- Category
- Status
- Open/Closed
- Customer ID
- First Name
- Last Name
- Email
- Phone
- Search String
Trigger
Polling
Try It
- xRequest
  Required
- Subject
- Note Body
- Category
- Note Type
- HTML Note
- Customer Id
- First Name
- Last Name
- Email
- Phone
- Urgent
- Mailbox
- Opened Via
- Email CC
- Email BCC
- Email Staff
- Status
- Open
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

Update
Triggers when a request is updated.
Trigger
Instant
Try It
- Subject
- Note Body
  Required
- Category
- Note Type
- HTML Note
- Customer Id
- First Name
- Last Name
- Email
- Phone
- Urgent
- Mailbox
- Opened Via
- Email CC
- Email BCC
- Email Staff
- Open
- Status
Action
Write
- 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

About ClickUp

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

Learn moreLearn moreHelpHelp

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About HelpSpot

HelpSpot is a web based help desk software tool, making it easy for teams of all sizes to provide amazing customer support.

HelpHelp

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Customer Support