Update deals in Salesmate when tasks change in ClickUp
Keep your sales progress up-to-date with this easy automation. When changes are made to tasks in ClickUp, the deal information is instantly updated in Salesmate. This ensures you are always on top of task changes, helping your sales team to manage their deals more efficiently.
- When this happens...

Task ChangesTriggers when a task changes.TriggerInstant - automatically do this!

Update DealTriggers when a new deal update is found.ActionWrite
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More things you can do with ClickUp and Salesmate
Discover other triggers and actions you can use with ClickUp and Salesmate
- Task
- Include subtask?
- Fetch task data?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Message TextRequired
- Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Task NameRequired
- Custom task type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Custom FieldsView the Custom Fields available on tasks in a specific Team / Space / Folder / List.
ActionThis is an event a Zap performs.SearchFind existing data in your app
Find a List of All TasksFinds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
ActionThis is an event a Zap performs.SearchFind existing data in your app- Check_plan_bandage
- WorkspaceRequired
- FieldRequired
- ValueRequired
- Include all shared items?
ActionThis is an event a Zap performs.SearchFind existing data in your app
New UserTriggers when a new user created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New ActivityTriggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New CompanyTriggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ContactTriggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New DealTriggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Update ActivityTriggers when a new activity update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Update ContactTriggers when a new contact update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select ModuleRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Module NameRequired
- Object IdRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Teammates
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create ContactCreates a new Contact, probably with input from previous steps.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Select ModuleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Activity IdRequired
- Teammates
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Contact IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Deal IdRequired
- Teammates
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Select ModuleRequired
- Enter the Record IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Search for Total Rows in CompanySearches Total Rows in Company
ActionThis is an event a Zap performs.SearchFind existing data in your app
Search for Total Rows in DealSearches Total Rows in Deal
ActionThis is an event a Zap performs.SearchFind existing data in your app
Search ActivityFinds an activity based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
Search ContactFinds a contact based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your app- Select ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Search or Create CompanySearch or create Company, if does not exist. Optionally, create one if none are found.
ActionThis is an event a Zap performs.SearchFind existing data in your app
Search or Create DealSearch or Create a deal , if deal does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Find or Create a Companyx
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Teammates
- Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Reaction(s)
- WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Reaction(s)
- WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Thread
- Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocumentRequired
- Name
- Content
- Subtitle
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- List NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- StartRequired
- EndRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Task NameRequired
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Subtitle
- DocumentRequired
- PageRequired
- Content
- Content edit mode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find the Most Recent TaskFind the most recent task created in Workspace/Space/Folder/List.
ActionThis is an event a Zap performs.SearchFind existing data in your app
Find Task by IDFind an existing task by its ID.
ActionThis is an event a Zap performs.SearchFind existing data in your app- Document nameRequired
- Name match condition
- Include archived documents?
ActionThis is an event a Zap performs.SearchFind existing data in your app
New De-Activated UserTriggers when a user is de-activated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Activity NoteTriggers when a new activity note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Company NoteTriggers when a new company note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Contact NoteTriggers when a new contact note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Deal NoteTriggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Update CompanyTriggers when a new company update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Update DealTriggers when a new deal update is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select ModuleRequired
- Object IdRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Add New UserCreated new User, probably with input from previous step.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Create CompanyCreates a new Company, probably with input from previous steps.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Teammates
- Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Random UserSelect a random user from active user
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Enter the Company IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Select ModuleRequired
- Object IdRequired
- Note IdRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Module NameRequired
- Object IdRequired
- Note IdRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Search for Total Rows in ActivitySearches Total Rows in Activities
ActionThis is an event a Zap performs.SearchFind existing data in your app
Search for Total Rows in ContactsSearches Total Rows in Contacts
ActionThis is an event a Zap performs.SearchFind existing data in your app- Select ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Search CompanyFinds a company based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
Search DealFinds a deal based on different fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
Search or Create ActivitySearch or create Activity , if activity does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your app
Search or Create ContactSearch or create Contact , if contact does not exist.
ActionThis is an event a Zap performs.SearchFind existing data in your app- Select ModuleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Teammates
- Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Find or create a contactx
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Select ModuleRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found





