ClickUp + Time To Pet

ClickUp + Time To Pet integrations

Create tasks in ClickUp for new prospects in Time To Pet

Once a new prospect is added within Time To Pet, ensure you never miss a follow-up with this handy productivity workflow. It creates a new task within your ClickUp platform, making it easier to manage tasks and track progress related to the new prospect. Make the prospect onboarding process more efficient and reliable with this streamlined automation.

When this happens...
New Prospect CreatedTriggers when a new client creates their own account via the portal AND requires approval.
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with Time To Pet and ClickUp

Discover other triggers and actions you can use with Time To Pet and ClickUp

New Client Created
Triggers when a new client is created in Time To Pet.
Trigger
Instant
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New Staff Created
Triggers when a new Staff is added in your account.
Trigger
Instant
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Staff Created or Updated
Triggers when a staff is created or updated.
Trigger
Instant
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- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- 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

New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
Trigger
Instant
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Client Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- 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 Time To Pet

Everything you need to manage, grow, and love your pet sitting or dog walking business.

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Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Create new lists in ClickUp for every new client added in Time To Pet

Related Zap Templates

Create new lists in ClickUp for every new client added in Time To Pet