ClickUp + kvCORE
Create new kvCORE contacts from new tasks in ClickUp
Elevate your project management and real estate tasks with this workflow connecting ClickUp and kvCORE. Whenever a new task is assigned in ClickUp, this workflow starts, leading to the creation of a new contact on your kvCORE platform. By automatically transferring critical data, it eliminates manual data entry, enhancing efficiency and organization in managing your tasks and contacts.
Elevate your project management and real estate tasks with this workflow connecting ClickUp and kvCORE. Whenever a new task is assigned in ClickUp, this workflow starts, leading to the creation of a new contact on your kvCORE platform. By automatically transferring critical data, it eliminates manual data entry, enhancing efficiency and organization in managing your tasks and contacts.
- When this happens...New Task
Triggers when tasks are added.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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