ClickUp + Pitchbox

ClickUp + Pitchbox integrations

Add new Pitchbox tasks to ClickUp

Many businesses have a preferred company-wide task manager. So what happens to the tasks created in Pitchbox? One thing is for sure: they won't get lost! This automation creates tasks in ClickUp when new tasks are added to Pitchbox opportunities—no more app-hopping to get a clear view of all to-dos.

When this happens...
Task CreatedTriggers when a task is created.
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with Pitchbox and ClickUp

Discover other triggers and actions you can use with Pitchbox and ClickUp

Campaign Archived
Triggers when a campaign is archived.
Trigger
Instant
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Campaign Deleted
Triggers when a campaign is deleted.
Trigger
Instant
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New Matched Email
Triggers when an email is matched.
Trigger
Instant
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Opportunity Tagged
Triggers when a tag is added to an opportunity.
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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Task Completed
Triggers when a task is marked as complete.
Trigger
Instant
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User Created
Triggers when a user is created.
Trigger
Instant
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- Url
  Required
- Campaign ID
  Required
Action
Write
- Project ID
  Required
- Name
  Required
- Description
  Required
- Opportunity ID
- Campaign ID
- Assigned To User ID
- Due Date
- Automatically mark as complete when opportunity receives an email reply
- Automatically mark as complete when opportunity milestone is changed
Action
Write
- Opportunity ID
  Required
- New Milestone
  Required
Action
Write
- Campaign ID
- Project ID
- Name
Action
Search
- Email Account ID
- Email Address
  Required
Action
Search
- Opportunity ID
  Required
Action
Search
- Project ID
- Name
Action
Search
- User ID
- Email Address
Action
Search
- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search

Campaign Created
Triggers when a campaign is created.
Trigger
Instant
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Custom Field Updated
Triggers when a custom field is updated.
Trigger
Instant
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Milestone Change
Triggers when an opportunity milestone is changed.
Trigger
Instant
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Opportunity Untagged
Triggers when a tag is removed from an opportunity.
Trigger
Instant
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Task Deleted
Triggers when a task is deleted.
Trigger
Instant
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User Archived
Triggers when a user is archived.
Trigger
Instant
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- Task ID
  Required
- Completed By User ID
  Required
Action
Write
- Opportunity ID
  Required
- Note content
  Required
Action
Write
- Opportunity ID
  Required
- Custom Field Token
  Required
- New Value
  Required
Action
Write
- Task ID
  Required
- New Name
- New Description
- New Assigned To User ID
- New Due Date
- New Autocomplete On Communication (T/F)
- New Autocomplete On Milestone (T/F)
Action
Write
- Communication ID
  Required
Action
Search
- Project ID
  Required
- Opportunity ID
- Campaign ID
- Milestone
- Domain Name
- Name
- Url
- Workflow status
- Is outreach in progress
Action
Search
- Opportunity ID
  Required
- Show Completed (T/F)
- Assigned To User ID
Action
Search
- Task ID
  Required
Action
Search
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
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
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

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About Pitchbox

Pitchbox is a Link Building & Influencer Outreach Platform for SEO Agencies, Brands, and In-house Marketers.

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Related categories

Marketing Automation

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Related Zap Templates

Create new tasks in ClickUp for every tagged opportunity in Pitchbox

Related Zap Templates

Create new tasks in ClickUp for every tagged opportunity in Pitchbox