ClickUp + iClosed

ClickUp + iClosed integrations

Create tasks in ClickUp for new qualified contacts in iClosed

Enhance your team's productivity with this seamless workflow between iClosed and ClickUp. As soon as a contact qualifies in iClosed, a task will be instantly created in ClickUp. This saves you precious time and ensures that no valuable leads fall through the cracks - thereby supporting your business to stay organized, efficient, and customer-focused.

When this happens...
Contact UpdatedTriggers when a contact is updated.
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with iClosed and ClickUp

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

- Custom Field ID
  Required
Trigger
Instant
Try It
Call Cancelled
Triggers when a call is cancelled by an Invitee or by a Closer.
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
Note Added
Triggers when a note is added.
Trigger
Instant
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- Trigger
  Required
Trigger
Instant
Try It

- Outcome
  Required
Trigger
Instant
Try It
- Event Call ID
  Required
- Outcome
  Required
- Notes
Action
Write

- Contact ID
  Required
- User ID
  Required
Action
Write
- First Name
- Last Name
- Email
  Required
- Phone Number
- Tag
- Event Name
Action
Write
- Contact Email
  Required
- Contact First Name
- Contact Last Name
- Contact Phone Number
- Transaction Time
- Transaction Value
- Product Name
Action
Write
- Name
- Type
- Input Type
Action
Search
- Contact ID
  Required
- Start Date
- Type
- Closer ID
Action
Search
- Email
- Phone Number
Action
Search
- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- 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
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

Setter Owner Assigned
Triggers when a setter owner is assigned to a contact
Trigger
Instant
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- Call Outcome
  Required
- Trigger When Outcome is:
Trigger
Instant
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- Final Status
  Required
- Wait for X Seconds
- Send Last Active Status?
Trigger
Instant
Try It
- Trigger
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
Transaction Synced
Triggers when a transaction is synced with a Deal.
Trigger
Instant
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- Contact ID
- Custom Field ID
Action
Write
- Event Call ID
  Required
- Cancel Reason
Action
Write
- Contact ID
  Required
- Notes
  Required
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Email
- Phone Number
- Secondary Email
- Secondary Phone Number
- Status
Action
Write
- Email
- Phone Number
Action
Search
- Name
- Synced
- Email
- Phone Number
- Source
- Value
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
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 iClosed

iClosed is a sales analytics & scheduler platform that helps you scale your business.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking