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ClickUp + OpenPhone + Filter by Zapier

Create ClickUp tasks for newly-missed OpenPhone calls

Never miss a follow-up. This integration will create a new ClickUp task with the details of the missed call. Set up with Zap, and whenever you get a missed call, Zapier will automatically create a new task for you in ClickUp.

Never miss a follow-up. This integration will create a new ClickUp task with the details of the missed call. Set up with Zap, and whenever you get a missed call, Zapier will automatically create a new task for you in ClickUp.

  1. When this happens...
    OpenPhoneOpenPhone
    Incoming Call Completed

    Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Phone NumbersRequired

      Select phone numbers in your workspace to subscribe to. Only call recordings to and from these phone numbers will trigger this zap.

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

    Trigger
    Instant
    Try It
    • Select Phone NumbersRequired

      Select phone numbers in your workspace to subscribe to. Only outgoing calls from these phone numbers will trigger this zap.

    Trigger
    Instant
    Try It
    • FromRequired

      Select the phone number you want this message to come from.

    • ToRequired

      The phone number this message should be sent to.

    • MessageRequired

      Messages sent via Zapier must adhere to OpenPhone’s Messaging Policy.

    Action
    Write
    • Select Phone NumbersRequired

      Select phone numbers in your workspace to subscribe to. Only incoming calls to these phone numbers will trigger this zap.

    Trigger
    Instant
    Try It
    • Phone NumbersRequired

      Select the phone numbers in your workspace you want to subscribe to.

    Trigger
    Instant
    Try It
    • ID

      Unique ID of the contact from the source. When set, OpenPhone will attempt to update an existing contact that matches this ID. If not set, a new contact will be created every time.

    • First Name

    • Last Name

    • Company

    • Job Title

    • Phone Numbers

    • Email Addresses

    • Share With

      Share this contact with groups and individuals in your workspace.

    Action
    Write
    • Only continue if...Required

    Action
    Filter
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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

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openphone logo

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn more

Related categories

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories

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