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 ChangedTriggers when a Deal Stage has been changed.
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with SalesSuite and ClickUp

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

- DeprecatedActionButtonExecutedWarning
- Action Kind
Trigger
Instant
Try It
New Contact Created
Triggers when a new Contact is created.
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
New Deal Created
Triggers when a new Deal is created.
Trigger
Instant
Try It
- Deal ID
Trigger
Instant
Try It

New Form Submission
Triggers when a new Form Submission is created.
Trigger
Instant
Try It
- If the email address already exists
Action
Write

- Contact ID
- Deal ID
- Format
  Required
- Note Format
- Note
Action
Write
Create or Update Contact by Email
Finds a contact person by email and updates their contact, or creates a new contact when no match exists.
Action
Write
- Contact
  Required
- Append values for multiselect fields instead of replacing them?
Action
Write
- Deal ID
  Required
- Deal Name
- Contact
- Append values for multiselect fields instead of replacing them?
Action
Write
- Contact ID
  Required
Action
Search
- Deal ID
  Required
Action
Search
- Email
  Required
- If the email address already exists
Action
Search or 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

Contact Action Button (Trigger) Executed
Triggers when a Contact action button of the Trigger type is executed.
Trigger
Instant
Try It
Contact Person Action Button (Trigger) Executed
Triggers when a Contact Person action button of the Trigger type is executed.
Trigger
Instant
Try It
Deal Action Button (Trigger) Executed
Triggers when a Deal action button of the Trigger type is executed.
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
New Call Activity
Triggers when a new Activity is created.
Trigger
Instant
Try It
- Contact ID
- Deal ID
- Contact Person ID
Trigger
Instant
Try It
- Deal Name
  Required
- Contact
  Required
Action
Write
- DeprecatedCreateOrUpdateContactWarning
Action
Write
- UpdateContactAndMainPersonWarning
- Contact
  Required
- Append values for multiselect fields instead of replacing them?
Action
Write
- Contact Person ID
  Required
Action
Write
- Email
  Required
Action
Search
- Email
  Required
Action
Search
- Search
  Required
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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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.

Learn moreLearn moreHelpHelp

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Call Tracking