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ClickUp + Resource Guru

ClickUp + Resource Guru

ClickUp + Resource Guru integrations

Create new clients in Resource Guru for every new folder in ClickUp

Streamline your project management workflow by linking your ClickUp and Resource Guru applications. With this setup, each time you establish a new folder in ClickUp, a corresponding client is simultaneously created in Resource Guru. This keeps your client details consistent across platforms, ensuring vital information is never lost in transition, and enhancing your client tracking process.

When this happens...
New FolderTriggers when new folders are created.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with ClickUp and Resource Guru

Discover other triggers and actions you can use with ClickUp and Resource Guru

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It

- 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
- New, Updated or Both
  Required
Trigger
Instant
Try It
- New, Updated or Both
  Required
Trigger
Instant
Try It
- New, Updated or Both
  Required
Trigger
Instant
Try It
- Name
  Required
- Notes
- Color
Action
Write
- Resource Type
  Required
Action
Write
- Booking
  Required
- Booker
- Resource
- Client
- Allow_waiting
- Details
- Specific Time or Hours Per Day
Action
Write
- Project
  Required
- ProjectCode
- Name
- Associated Client
- Notes
- Color
Action
Write
- Time Off Event
  Required
- Resource
- Booker
- Event Type
- From
- To
- Timezone
- Details
Action
Write

- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- 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
- New, Updated or Both
  Required
Trigger
Instant
Try It
- New, Updated or Both
  Required
Trigger
Instant
Try It
- Booker
- Resource
  Required
- Client
- Project
- Allow_waiting
- Details
- Specific Time or Hours Per Day
  Required
Action
Write
- Name
  Required
- ProjectCode
- Associated Client
- Notes
- Color
Action
Write
- Resource
  Required
- Booker
  Required
- Event Type
  Required
- From
  Required
- To
  Required
- Timezone
- Details
Action
Write
- Client
  Required
- Name
- Notes
- Color
Action
Write
- Resource
  Required
Action
Write

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 Resource Guru

The fast, simple way to schedule people, equipment and other resources online.

Related categories

Scheduling & Booking

Related Zap Templates

Related Zap Templates

Create bookings in Resource Guru for new tasks in ClickUp

Create tasks in ClickUp for new bookings in Resource Guru