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ClickUp + Rex

ClickUp + Rex

ClickUp + Rex integrations

Create new tasks in ClickUp when new appraisals are created in Rex

When a new appraisal is generated in the Rex software, this workflow creates a corresponding task within the ClickUp system. This seamless automation ensures that every appraisal gets the timely attention it requires without the need for manual data entry or tracking. It streamlines the process of managing appraisals, making it easier and more efficient for your team.

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

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More things you can do with Rex and ClickUp

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

- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Limit to Lead Types
- Limit to Lead Assignees
Trigger
Instant
Try It

- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Limit to type
Trigger
Instant
Try It

- Your Rex Agency Account
  Required
- Limit to Mailing List
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Send From
- Contact ID (Recipient)
- CC Contact IDs
- BCC Contact IDs
- Related Listing ID
- Related Property ID
- Mail merge template
- Subject
- Body
Action
Write
- Your Rex Agency Account
  Required
- Type
  Required
- Contact Name
  Required
- Contact Email
- Contact Phone
- Listing Address
- Listing ID
- Property Address
- Subject
- Assignee Override
- Notes
Action
Write
- Your Rex Agency Account
  Required
- Type
  Required
- Contact IDs
- Property IDs
- Note
  Required
Action
Write
- Your Rex Agency Account
  Required
- Send From
- Contact ID (Recipient)
- Related Listing ID
- Related Property ID
- Mail merge template
- Body
Action
Write
- Your Rex Agency Account
  Required
- Record Type
  Required
- Record ID
  Required
- Tag
  Required
Action
Write
- Your Rex Agency Account
  Required
- Associated record type
  Required
- Record ID
  Required
Action
Write
- Your Rex Agency Account
  Required
- Search type
- Search value
Action
Search
- Your Rex Agency Account
  Required
- Search type
- Search value
Action
Search
- 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

- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Tag
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Tag
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Limit to Mailing List
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Tag
  Required
Trigger
Instant
Try It
- Your Rex Agency Account
  Required
- Lead ID
  Required
- Assignee
  Required
Action
Write
- Your Rex Agency Account
  Required
- Match Profile Category
  Required
- Contact ID
  Required
- Suburbs
- Min Price
- Max Price
- Min Bedrooms
- Max Bedrooms
- Min Bathrooms
- Max Bathrooms
- Email Campaign Frequency
- SMS Campaign Frequency
Action
Write
- Your Rex Agency Account
  Required
- Type
  Required
- Due date
  Required
- Remindee
  Required
- Priority
  Required
- Contact ID
- Listing ID
- Property ID
- Description
  Required
Action
Write
- Your Rex Agency Account
  Required
- Record Type
  Required
- Record ID
  Required
- Tag
  Required
Action
Write
- Your Rex Agency Account
  Required
- Track
  Required
- Contact ID
- Listing ID
- Property ID
- Start date
- Remindee Override
Action
Write
- Your Rex Agency Account
  Required
- Calendar Event ID
Action
Search
- Your Rex Agency Account
  Required
- Search type
- Search value
Action
Search
- 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

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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Thousands of agencies across Aus, NZ and UK are powered by Rex's cloud and mobile real estate platform.

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