ClickUp + Sortlist

Send messages in ClickUp channel when new opportunities are received in Sortlist

When a new opportunity arrives in Sortlist, instantly share the details as a chat message in ClickUp with this streamlined workflow. This ensures you never miss any new business prospects and can act swiftly, fostering better client relationships and improving team collaboration. It's a time-saving solution that guarantees seamless information flow between your Sortlist and ClickUp platforms.

When a new opportunity arrives in Sortlist, instantly share the details as a chat message in ClickUp with this streamlined workflow. This ensures you never miss any new business prospects and can act swiftly, fostering better client relationships and improving team collaboration. It's a time-saving solution that guarantees seamless information flow between your Sortlist and ClickUp platforms.

  1. When this happens...
    SortlistSortlist
    Opportunity Received

    Triggers when you receive an opportunity.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Send Chat Message to Channel

    Post a message to a specific channel you choose.

    ActionWrite
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Supported triggers and actions

    • Profile To ConnectRequired

    Trigger
    Instant
    Try It
    • Opportunity IDRequired

    Action
    Write
    • Reaction(s)

    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
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About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Learn more

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  • Project Management

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sortlist logo
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About Sortlist

Sortlist is a marketplace where thousands of clients look for service providers.

Related categories

  • Sales & CRM