ClickUp + Sierra Interactive

Create new ClickUp folders for Sierra Interactive tags

Effortlessly organize your tasks and projects with this Sierra Interactive and ClickUp integration. When a new tag is created in Sierra Interactive, a corresponding folder will be generated in ClickUp, streamlining your workflow and ensuring a seamless connection between the two platforms. Save time and boost productivity by setting up this user-friendly automation today.

When this happens...
New Tag
Triggers when a tag is applied to lead by a user in our admin area.
TriggerInstant
automatically do this!
Create Folder
Triggers when new folders are created.
ActionWrite

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Supported triggers and actions

What does this mean?

- SiteRequired
- AgentRequired
- Source Type
- Type
- SourceRequired
Trigger
Instant
Try It
- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- SitesRequired
- AgentRequired
Trigger
Instant
Try It
- Fully Automated Action PlanRequired
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone NumberRequired
Action
Write

- Lead First NameRequired
- Lead Last NameRequired
- PasswordRequired
- Lead Type
- Lead Status
- EmailRequired
- Email Status
- Phone
- Phone Status
- Agent
- Referral Fee
- Send Registration Email
- Lead Source Type
- Note
- Tags
- Source
- Site
- City
- Street Address
- Zip
- State
- Home Anniversary
- Birthday
Action
Write
- Lead Id or Email or PhoneRequired
Action
Write

- Fully Automated Action PlanRequired
- Update Action Plan StatusRequired
- Lead Id or Email or Phone NumberRequired
- Note
Action
Write
- Lead Id or Email or PhoneRequired
- First Name
- Last Name
- Password
- Email
- Phone
- Referral Fee
- Note
- Lead Status
- Email Status
- Phone Status
- Source Type
- Tags
- Remove Tags
- Source
- City
- Street Address
- Zip
- State
- Home Anniversary
- Birthday
Action
Write
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find Task by ID
Find an existing task by its ID.
Action
Search

- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- SiteRequired
- AgentRequired
Trigger
Instant
Try It
- AgentRequired
- New TagRequired
- SitesRequired
Trigger
Instant
Try It
- MessageRequired
- Lead Id or Email or PhoneRequired
Action
Write
- Traditional Action PlanRequired
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone NumberRequired
Action
Write
- TypeRequired
- DescriptionRequired
- Due DateRequired
- Lead ID or Email or PhoneRequired
Action
Write
- Lead Id or Email or Phone NumberRequired
Action
Write
- Traditional Action PlanRequired
- Lead Id or Email or Phone NumberRequired
- Note
Action
Write
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Task Description
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- WorkspaceRequired
Action
Write
Find Task by Custom Fields
Find an existing task by searching custom fields.
Action
Search
- WorkspaceRequired
- FieldRequired
- ValueRequired
Action
Search

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

Help

Related categories

Project Management

Similar apps

Trello

Project Management

Asana

Project Management

Todoist

Task Management

About Sierra Interactive

Sierra Interactive is an all-in-one real estate platform that helps you close more deals and grow your business.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

ClickUp + Sierra Interactive

Create new ClickUp folders for Sierra Interactive tags

New Lead

AgentRequired

Source Type

Type

SourceRequired

New Site Visit

SiteRequired

AgentRequired

New Schedule Showing Request

SiteRequired

AgentRequired

New Task

SitesRequired

AgentRequired

Apply Fully Automated Action Plan

Fully Automated Action PlanRequired

Note

Start Next Day if Applied After

Lead Id or Email or Phone NumberRequired

Create Lead

Lead First NameRequired

Lead Last NameRequired

PasswordRequired

Lead Type

Lead Status

EmailRequired

Email Status

Phone

Phone Status

Agent

Referral Fee

Send Registration Email

Lead Source Type

Note

Tags

Source

Site

City

Street Address

Zip

State

Home Anniversary

Birthday

Find Lead

Lead Id or Email or PhoneRequired

Stop Fully Automated Action Plan (Other Reason)

Fully Automated Action PlanRequired

Update Action Plan StatusRequired

Lead Id or Email or Phone NumberRequired

Note

Update Lead

Lead Id or Email or PhoneRequired

First Name

Last Name

Password

Email

Phone

Referral Fee

Note

Lead Status

Email Status

Phone Status

Source Type

Tags

Remove Tags

Source

City

Street Address

Zip

State

Home Anniversary

Birthday

New List

WorkspaceRequired

Task Changes