ClickUp + Pitchbox

Create new tasks in ClickUp for every tagged opportunity in Pitchbox

When a new opportunity gets tagged in Pitchbox, streamline your workflow by instantly creating a task in ClickUp. This integration helps you stay organized, allowing you to focus on nurturing your lead rather than getting lost in project management details. No more manual switching between platforms; handle all your tasks efficiently in one place.

When this happens...
Opportunity Tagged
Triggers when a tag is added to an opportunity.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

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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- UrlRequired
- Campaign IDRequired
Action
Write
- Project IDRequired
- NameRequired
- DescriptionRequired
- 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 IDRequired
- New MilestoneRequired
Action
Write
- Campaign ID
- Project ID
- Name
Action
Search
- Email Account ID
- Email AddressRequired
Action
Search
- Opportunity IDRequired
Action
Search
- Project ID
- Name
Action
Search
- User ID
- Email Address
Action
Search
- Reaction(s)
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Reaction(s)
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- 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
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- WorkspaceRequired
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

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 IDRequired
- Completed By User IDRequired
Action
Write
- Opportunity IDRequired
- Note contentRequired
Action
Write
- Opportunity IDRequired
- Custom Field TokenRequired
- New ValueRequired
Action
Write
- Task IDRequired
- 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 IDRequired
Action
Search
- Project IDRequired
- Opportunity ID
- Campaign ID
- Milestone
- Domain Name
- Name
- Url
- Workflow status
- Is outreach in progress
Action
Search
- Opportunity IDRequired
- Show Completed (T/F)
- Assigned To User ID
Action
Search
- Task IDRequired
Action
Search
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
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
- Custom task type
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 an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn more

Related categories

Project Management

Similar apps

About Pitchbox

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

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Add new Pitchbox tasks to ClickUp

Related Zap Templates

Add new Pitchbox tasks to ClickUp

ClickUp + Pitchbox

Create new tasks in ClickUp for every tagged opportunity in Pitchbox

Campaign Archived

Campaign Deleted

New Matched Email

Opportunity Tagged

Task Created

Task Completed

User Created

Create Opportunity

Create Task

Change Opportunity Milestone

Get Campaign Info

Get Email Account Info

Get Opportunity Info

Get Project Info

Get User Info

New Reaction Added to Chat Message

New Folder

New Task

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 Access for the Task

Edit Document Page

API Request (Beta)

Find the Most Recent Task

Find Task by ID

Find Documents

Campaign Created

Custom Field Updated

Milestone Change

Opportunity Untagged

Task Deleted

User Archived

Complete Task

Create Opportunity Note

Update Custom Field

Update Task

Get Communication Info

Search Opportunities

Search Opportunity Tasks

Get Task Info

New Message Posted to Channel

New Comment on a Task

New List

New Attachment Added to 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

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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Trello

Asana

Todoist

About Pitchbox

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates