ClickUp + SalesSuite

Create new tasks in ClickUp when deal stages change in SalesSuite

Stay on top of your workflow with this SalesSuite to ClickUp integration. When a deal stage changes in SalesSuite, this automation will promptly generate a task in ClickUp. You'll be able to seamlessly track your sales progress and manage respective tasks, ensuring no detail slips through the cracks.

When this happens...
Deal Stage Changed
Triggers when a Deal Stage has been changed.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

New Contact Created
Triggers when a new Contact is created.
Trigger
Instant
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New Deal Created
Triggers when a new Deal is created.
Trigger
Instant
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- Deal Id
Trigger
Instant
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New Form Submission
Triggers when a new Form Submission is created.
Trigger
Instant
Try It
Create Contact
Creates a new contact in the system.
Action
Write

- Contact Id
- Deal Id
- Note
Action
Write
- Append values for multiselect fields instead of replacing them?
Action
Write

- EmailRequired
Action
Search
- EmailRequired
Action
Search
- SearchRequired
Action
Search
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- 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

Contact Property Changed
Triggers when a Contact Property has been changed.
Trigger
Instant
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Deal Property Changed
Triggers when a Deal Property has been changed.
Trigger
Instant
Try It
New Call Activity
Triggers when a new Activity is created.
Trigger
Instant
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- Kontakt-ID
- Deal-ID
- Ansprechpartner-ID
Trigger
Instant
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- Deal NameRequired
Action
Write
Create or Update Contact
Creates a new contact or updates an existing contact in the system.
Action
Write
- Deal IdRequired
- Deal Name
- Append values for multiselect fields instead of replacing them?
Action
Write
- IdRequired
Action
Search
- IdRequired
Action
Search
- EmailRequired
Action
Search or write
- 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
Try It
- 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
- Document nameRequired
- Name match condition
- Include archived documents?
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 SalesSuite

SalesSuite is a CRM aligned with the setter-closer principle. Simplify your sales process with our smart CRM system and increase your revenue in no time.

Related categories

Call Tracking

ClickUp + SalesSuite

Create new tasks in ClickUp when deal stages change in SalesSuite

New Contact Created

New Deal Created

Deal Stage Changed

New Form Submission

Create Contact

Create Note

Update Contact

Find Contact by Email

Find Deals by Email

Find Contact by Search

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

Contact Property Changed

Deal Property Changed

New Call Activity

New Mail Activity

Create Deal

Create or Update Contact

Update Deal

Find Contact by Id

Find Deal by Id

Find or Create Contact by Email

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

About ClickUp

Related categories

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About SalesSuite

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