ClickUp + NetSuite

Create new ClickUp tasks from new NetSuite records

This workflow activates when a new record is registered in NetSuite, leading to the creation of a task in ClickUp. It's an ideal tool for linking your accounting and project management systems, minimizing data entry and ensuring nothing falls through the cracks. Take advantage of this seamless connection to enhance productivity and keep your projects updated in real-time.

This workflow activates when a new record is registered in NetSuite, leading to the creation of a task in ClickUp. It's an ideal tool for linking your accounting and project management systems, minimizing data entry and ensuring nothing falls through the cracks. Take advantage of this seamless connection to enhance productivity and keep your projects updated in real-time.

  1. When this happens...
    NetSuiteNetSuite
    New Record

    Triggers when a new record is created. Supports standard and custom records.

    TriggerPolling
  2. automatically do this!
    ClickUpClickUp

    Triggers when tasks are added.

    ActionWrite
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Supported triggers and actions

    • Standard or Custom Record Type?Required

    • Select a Saved SearchRequired

    Trigger
    Polling
    Try It
    • Record TypeRequired

    • RecordRequired

    • File to attachRequired

    Action
    Write
    • Record TypeRequired

    • RecordRequired

    • File to detachRequired

    Action
    Write
    • Record TypeRequired

    Action
    Write
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clickup logo

About ClickUp

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

Related categories

  • Project Management

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netsuite logo
netsuite logo

About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more
Learn more

Related categories

  • CRM (Customer Relationship Management)