ClickUp + Helpwise

Create tasks in ClickUp for newly tagged conversations in Helpwise

Efficiently manage support requests with this Helpwise and ClickUp automation. Whenever a new tag is added to a conversation in Helpwise, a task will be created in ClickUp to ensure your team stays organized and on top of customer queries. Keep your support process streamlined and never miss a vital request again.

When this happens...
Tag Added
Triggers when a new tag added in a thread in Helpwise.
TriggerPolling
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Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

Assigned in a Conversation
Triggers when your team member assigned you in a conversation.
Trigger
Polling
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Contact Is Created
Triggers when new contact is created
Trigger
Polling
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Draft Is Created
Triggers when a new draft is created
Trigger
Polling
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- Your WhatsApp Number (with +)Required
Trigger
Polling
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- IntervalRequired
Trigger
Polling
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- Facebook mailbox IdRequired
Trigger
Polling
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Rule Is Run
Triggers when a rule is run on any conversation
Trigger
Polling
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- Mailbox Email AddessRequired
Trigger
Polling
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- Tag NameRequired
- Tag Color
- Mailbox idRequired
- Thread IdRequired
Action
Write
- First NameRequired
- Middle Name
- Last Name
- EmailRequired
- Phone
- Company Name
- Job title
Action
Write
- From AddressRequired
- To AddressRequired
- Cc Addresses
- Bcc
- SubjectRequired
- Email BodyRequired
- Apply Tag
- Tag color
Action
Write
- Your NumberRequired
- Customer NumberRequired
- Message BodyRequired
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

Note Added
Triggers when a new note added by the user in the Helpwise conversation.
Trigger
Polling
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CSAT Is Received
Triggers when a new CSAT is received
Trigger
Polling
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- SMS NumberRequired
Trigger
Polling
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Mention in Note
Triggers when there's a new mention for you.
Trigger
Polling
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- Mailbox Email AddressRequired
Trigger
Polling
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Outbound Conversations
Triggers for new outbound conversations
Trigger
Polling
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SLA Breach
Triggers when SLA is breached on any conversation
Trigger
Polling
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- Mailbox IdRequired
- Conversation IdRequired
- MessageRequired
Action
Write
- Mailbox IdRequired
- Thread IdRequired
- User Id
Action
Write
- mailbox IdRequired
- thread Id
- SujectRequired
- Email BodyRequired
- From addressRequired
- Cc email address
- Bcc
- Assigned To
Action
Write
- Your SMS NumberRequired
- Customer SMS NumberRequired
- SMS BodyRequired
Action
Write
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
Try It
- 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

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 Helpwise

Helpwise is an easy-to-use customer service platform that helps you manage all customer communication from a single place.

Related categories

Communication

ClickUp + Helpwise

Create tasks in ClickUp for newly tagged conversations in Helpwise

Assigned in a Conversation

Contact Is Created

Draft Is Created

Inbound WhatsApp Message

Near SLA Breach

Inbound Facebook Message

Rule Is Run

Tag Added

Apply Tag on Thread

Create Contact

Send an Email

Send WhatsApp Message

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

Note Added

CSAT Is Received

Inbound SMS Message

Mention in Note

Inbound Email

Outbound Conversations

SLA Breach

Add Note

Assign Conversation

Create New Conversation

Send SMS Message

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

About ClickUp

Related categories

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About Helpwise

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