How to connect ClickUp + Kustomer
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- New FolderTriggers when new folders are created.Trigger
- New ListTriggers when new lists are created.Trigger
- New TaskTriggers when tasks are added.Trigger
- Task ChangesTriggers when a task changes.Trigger
- New ChecklistAdd a checklist to a taskAction
- Create FolderCreates a new folderAction
- Create ListCreates a new listAction
- Post a Task CommentPost a comment to a taskAction
- ClickUp
Add time tracked to a task
Scheduled
Action
- ClickUp
Post an attachment to a task.
Scheduled
Action
- ClickUp
Creates a new subtask
Scheduled
Action
- ClickUp
Creates a new task.
Scheduled
Action
- ClickUp
Updates an existing task.
Scheduled
Action
- ClickUp
Find an existing task.
Scheduled
Action
- Kustomer
Triggers when a new conversation is created.
Instant
Trigger
- Kustomer
Triggers when a conversation is updated.
Instant
Trigger
- Kustomer
Triggers when a new customer is created.
Instant
Trigger
- Kustomer
Triggers when a customer is updated.
Instant
Trigger
- Kustomer
Triggers when a new message is created.
Instant
Trigger
- Kustomer
Triggers when a message is updated.
Instant
Trigger
- Kustomer
Creates a Conversation
Scheduled
Action
- Kustomer
Create a new customer in Kustomer
Scheduled
Action
- Kustomer
Creates a Note
Scheduled
Action
- Kustomer
Creates a User
Scheduled
Action
- Kustomer
Update a Conversation
Scheduled
Action
- Kustomer
Update an existing customer in Kustomer
Scheduled
Action
- Kustomer
Finds a Conversation
Scheduled
Action
- Kustomer
Finds a Customer
Scheduled
Action
- Kustomer
Finds a User
Scheduled
Action
- Kustomer
Finds a conversation
Scheduled
Action
- Kustomer
Finds a Customer
Scheduled
Action
- Kustomer
Finds a User
Scheduled
Action
How ClickUp + Kustomer Integrations Work
- Step 1: Authenticate ClickUp and Kustomer.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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