ClickUp + Mercury Connect
Create tasks in ClickUp for new persons in Mercury Connect
Easily streamline your task management process with this workflow. When a new person is added in Mercury Connect, it immediately sets up a task in ClickUp. This automation significantly reduces manual entry work and ensures that every new contact is promptly and efficiently followed up with a dedicated task. Enhance your productivity by keeping track of your tasks seamlessly.
Easily streamline your task management process with this workflow. When a new person is added in Mercury Connect, it immediately sets up a task in ClickUp. This automation significantly reduces manual entry work and ensures that every new contact is promptly and efficiently followed up with a dedicated task. Enhance your productivity by keeping track of your tasks seamlessly.
- When this happens...New Person
Triggers when a person is created.
- automatically do this!Create Task
Creates a new task.
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Opportunity TypeRequired
Try ItOpportunity TypeRequired
Try ItOpportunity TypeRequired
Try ItContact TypeRequired
Try It
Contact TypeRequired
Try ItContact TypeRequired
Try ItOpportunity TypeRequired
Try ItVirtual Branch
Title
EmailRequired
First NameRequired
Last Name
Middle Name
Salutation
Gender
Date of Birth
Marital Satus
Home Phone
Mobile
Business Phone
Mailing Address?
Address Type
Address Format
Floor Number
Unit Number
Building Name
Street Number
Street Name or PO Box
Street Type
City
State
Postcode
Country
Address Effective From
Address Effective To
Housing Situation
Permanent Australian Resident
Status
Country of Residence
Employer Company
Occupation
Job Title
Employment Status
Employment Commenced
Annual Income
Drivers Licence Number
Drivers Licence Expiry
Drivers Licence State
Categories
No Email Marketing
Mark as Private
Email Bounced
Relationship Manager
Type
Amount
Frequency
Commenced
Comments
Type
Repayment
Frequency
Balance
Credit Limit
Comments
Note Pad
