ClickUp + MaidCentral

Create tasks in ClickUp for each quote booked in MaidCentral

Easily manage your cleaning business tasks with this smart workflow. Once a quote is booked in MaidCentral, it creates a task in ClickUp instantly. This efficient process streamlines your job management, allowing you to focus more on delivering exceptional service.

When this happens...
Quote Booked
Triggers when a quote is booked.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

Cancelled Service
Triggers when a customer cancels service.
Trigger
Instant
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Do Not Market
Triggers when a contact (lead or customer) is set to do not market.
Trigger
Instant
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Job Completed - Recurring
Triggers when a recurring job is completed.
Trigger
Instant
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Lead Closed
Triggers when a lead is closed.
Trigger
Instant
Try It
Quote Booked
Triggers when a quote is booked.
Trigger
Instant
Try It
- FirstNameRequired
- LastNameRequired
- EmailRequired
- PhoneRequired
- PostalCodeRequired
Action
Write
- Reaction(s)
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Action
Write
- Message TextRequired
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
Action
Write
- Name
- Subtitle
- DocumentRequired
- PageRequired
- Content
- Content edit mode
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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
- WorkspaceRequired
- Space
- Folder
- List
- Document nameRequired
- Name match condition
- Include archived documents?
Action
Search

Contact Updated
Triggers when a contact (lead or customer) is updated.
Trigger
Instant
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Job Completed
Triggers when a job is completed (both Recurring and One Time).
Trigger
Instant
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Job Completed - One Time
Triggers when a one time job is completed.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
Try It
Quote Sent
Triggers when a quote is sent.
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- Reaction(s)
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- Thread
- Include a link to this Zap?
Action
Write
- DocumentRequired
- Name
- Content
- Subtitle
Action
Write
- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- Task IdRequired
Action
Write
- WorkspaceRequired
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
- WorkspaceRequired
- FieldRequired
- ValueRequired
- Include all shared items?
Action
Search

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

Related categories

Project Management

Similar apps

About MaidCentral

MaidCentral is an all-in-one solution that gives you easy control over all facets of your residential cleaning company.

Related categories

CRM (Customer Relationship Management)

ClickUp + MaidCentral

Create tasks in ClickUp for each quote booked in MaidCentral

Supported triggers and actions

Cancelled Service

Do Not Market

Job Completed - Recurring

Lead Closed

Quote Booked

Create Lead

New Reaction Added to Chat Message

New Folder

New Task

Task Changes

Archive or Delete Task

Send Direct Message

Create New Document

Create Space

Create Folder

Post a Task Comment

Post Attachment

Create Task

Edit Document Page

API Request (Beta)

Find the Most Recent Task

Find Task by ID

Find Documents

Contact Updated

Job Completed

Job Completed - One Time

Lead Created

Quote Sent

New Message Posted to Channel

New Comment on a Task

New List

New Reaction Added to Task Comment

New Time Entry

New Checklist

Send Chat Message to Channel

Create New Document Page

Create Custom Field

Create List

Time Tracked

Create Subtask

Update Custom Field Value

Update Task

Find Custom Fields

Find a List of All Tasks

Find User by Name or Email

About ClickUp

Related categories

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About MaidCentral

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