ClickUp + Helpwise

ClickUp + Helpwise integrations

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 AddedTriggers when a new tag added in a thread in Helpwise.
TriggerPolling
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with Helpwise and ClickUp

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

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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- Interval
  Required
Trigger
Polling
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- Facebook mailbox Id
  Required
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 Addess
  Required
Trigger
Polling
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- Tag Name
  Required
- Tag Color
- Mailbox id
  Required
- Thread Id
  Required
Action
Write
- First Name
  Required
- Middle Name
- Last Name
- Email
  Required
- Phone
- Company Name
- Job title
Action
Write
- From Address
  Required
- To Address
  Required
- Cc Addresses
- Bcc
- Subject
  Required
- Email Body
  Required
- Apply Tag
- Tag color
Action
Write
- Your Number
  Required
- Customer Number
  Required
- Message Body
  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
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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

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 Number
  Required
Trigger
Polling
Try It
Mention in Note
Triggers when there's a new mention for you.
Trigger
Polling
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- Mailbox Email Address
  Required
Trigger
Polling
Try It
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 Id
  Required
- Conversation Id
  Required
- Message
  Required
Action
Write
- Mailbox Id
  Required
- Thread Id
  Required
- User Id
Action
Write
- mailbox Id
  Required
- thread Id
- Suject
  Required
- Email Body
  Required
- From address
  Required
- Cc email address
- Bcc
- Assigned To
Action
Write
- Your SMS Number
  Required
- Customer SMS Number
  Required
- SMS Body
  Required
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.

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About Helpwise

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

HelpHelp

Related categories

Communication