ClickUp + Spotio
Create new tasks in ClickUp for newly created appointments in Spotio
Streamline your workflow with this efficient automation that starts when a new appointment is scheduled in Spotio. It instantly creates a task in ClickUp, allowing you to manage your time and projects effortlessly. With this automation, you can stay organized without the need for manual data entry. So why wait to save time? Begin using this automation to keep your calendar and tasks up-to-date.
Streamline your workflow with this efficient automation that starts when a new appointment is scheduled in Spotio. It instantly creates a task in ClickUp, allowing you to manage your time and projects effortlessly. With this automation, you can stay organized without the need for manual data entry. So why wait to save time? Begin using this automation to keep your calendar and tasks up-to-date.
- When this happens...Appointment Created
Triggers when appointment for lead is created.
- automatically do this!Create Task
Creates a new task.
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Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Try ItActivity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Try ItDocument Added to Record
Triggers when document is added to record.
Try ItRecord Created or Updated
Triggers when record is created or updated.
Try It
Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Try ItAppointment Created
Triggers when appointment for lead is created.
Try ItRecord Created
Triggers when record is created.
Try ItRecord Stage Changed
Triggers when record stage changes.
Try It
