ClickUp + LaunchBay

Create tasks in ClickUp for new or updated clients in LaunchBay

Streamline your project management process with this workflow. Whenever there's a new or updated client in LaunchBay, it initiates a process to create a task in ClickUp. This automatic integration makes it easy for you to manage your tasks without having to manually input information each time there's a client change. Keep your team's workflow efficient and up-to-date.

Streamline your project management process with this workflow. Whenever there's a new or updated client in LaunchBay, it initiates a process to create a task in ClickUp. This automatic integration makes it easy for you to manage your tasks without having to manually input information each time there's a client change. Keep your team's workflow efficient and up-to-date.

  1. When this happens...
    LaunchBayLaunchBay
    Client Added or Updated

    Triggers when a client in your client directory is added or updated.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

  • LaunchBay triggers, actions, and search

    Client Added or Updated

    Triggers when a client in your client directory is added or updated.

    Trigger
    Instant
    Try It
    • FormRequired

    Trigger
    Instant
    Try It
  • LaunchBay triggers, actions, and search

    Task Status Change

    Triggers when the status of a client task changes.

    Trigger
    Instant
    Try It
  • LaunchBay triggers, actions, and search

    Helpdesk Ticket Submission

    Triggers when a client submits a helpdesk ticket

    Trigger
    Instant
    Try It
clickup logo
clickup logo

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

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launchbay logo
launchbay logo

About LaunchBay

LaunchBay is a client onboarding automation platform for B2B software & marketing companies. Onboard faster, scale smarter.
Learn more

Related categories

  • Project Management