ClickUp + TradeVulcan
ClickUp + TradeVulcan
ClickUp + TradeVulcan integrations
Create ClickUp tasks for new TradeVulcan leads
When TradeVulcan captures a new lead, create a ClickUp task with the customer name, phone, email, service address, job type, urgency, source, status, preferred appointment window, and customer message so the right teammate can own follow-up.
- When this happens...
TriggerPolling - automatically do this!
ActionWrite
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More things you can do with TradeVulcan and ClickUp
Discover other triggers and actions you can use with TradeVulcan and ClickUp
- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
- Lease Seconds
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Schema Version
- LeadsForge Deployment IDRequired
- Source ProviderRequired
- ChannelRequired
- Event TypeRequired
- External Event IDRequired
- External Lead ID
- External Conversation ID
- External Message ID
- External Business or Location ID
- Occurred AtRequired
- Customer Name
- Customer Phone
- Customer Email
- Service Address
- Service Category
- Project Description
- Message Text
- Appointment Preference
- Attachment URLs
- Survey Answers
- Sanitized Provider Metadata
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- Lead IDRequired
- Conversation ID
- CRM Provider
- Appointment Preference
- Appointment Start
- Appointment End
- Service Address
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- External Contact ID
- Display Name
- First Name
- Last Name
- Email
- Phone
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
- Sanitized Provider Metadata
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- Lead IDRequired
- Conversation ID
- Message Text
- Require Approval
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- Reply IDRequired
- ReasonRequired
- Cancelled By
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- Contact IDRequired
- External Contact ID
- Display Name
- First Name
- Last Name
- Email
- Phone
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
- Sanitized Provider Metadata
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment ID
- Job ID
- Lead ID
- CRM Provider
- External Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Conversation ID
- External Conversation ID
- Lead ID
- Provider
- Channel
ActionThis is an event a Zap performs.SearchFind existing data in your app- LeadsForge Deployment ID
- Name
- Provider
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact ID
- External Contact ID
- Email
- Phone
- Query
- Schema Version
- Display Name
- First Name
- Last Name
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
- Sanitized Provider Metadata
- Idempotency Key
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Task
- Include subtask?
- Fetch task data?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Message TextRequired
- Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Task NameRequired
- Custom task type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Custom FieldsView the Custom Fields available on tasks in a specific Team / Space / Folder / List.
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Check_plan_bandage
- WorkspaceRequired
- FieldRequired
- ValueRequired
- Include all shared items?
ActionThis is an event a Zap performs.SearchFind existing data in your app
- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- LeadsForge Deployment ID
- Provider
- Channel
- Status
- Since
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Schema Version
- Lead IDRequired
- Activity Type
- Note TextRequired
- Occurred At
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- Reply IDRequired
- Approver Name
- Approval Note
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- Reply IDRequired
- Delivery Callback Reference
- ProviderRequired
- ChannelRequired
- External Message ID
- Delivery StatusRequired
- Delivered At
- Failure Code
- Failure Message
- Sanitized Provider Metadata
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- LeadsForge Deployment ID
- Source Provider
- Channel
- External Lead ID
- Customer Name
- Customer Phone
- Customer Email
- Service Address
- Service Category
- Project Description
- Lead Status
- Occurred At
- Sanitized Provider Metadata
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- LeadsForge Deployment IDRequired
- Source ProviderRequired
- ChannelRequired
- Event TypeRequired
- External Event IDRequired
- External Lead ID
- External Conversation ID
- External Message ID
- External Business or Location ID
- Occurred AtRequired
- Customer Name
- Customer Phone
- Customer Email
- Service Address
- Service Category
- Project Description
- Message Text
- Appointment Preference
- Attachment URLs
- Survey Answers
- Sanitized Provider Metadata
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- LeadsForge Deployment IDRequired
- Source ProviderRequired
- ChannelRequired
- Event TypeRequired
- External Event IDRequired
- External Lead ID
- External Conversation ID
- External Message ID
- External Business or Location ID
- Occurred AtRequired
- Customer Name
- Customer Phone
- Customer Email
- Service Address
- Service Category
- Project Description
- Message Text
- Appointment Preference
- Attachment URLs
- Survey Answers
- Sanitized Provider Metadata
- Idempotency Key
- Business Author Name
- TradeVulcan Reply ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schema Version
- Lead IDRequired
- External Lead ID
- Customer Name
- Customer Phone
- Customer Email
- Service Address
- Service Category
- Project Description
- Lead Status
- Sanitized Provider Metadata
- Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact ID
- External Contact ID
- Email
- Phone
- Query
ActionThis is an event a Zap performs.SearchFind existing data in your app- Lead ID
- External Lead ID
- Customer Email
- Customer Phone
- Query
- LeadsForge Deployment ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Reply ID
- Delivery Callback Reference
- External Message ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Lead ID
- External Lead ID
- Customer Email
- Customer Phone
- Query
- LeadsForge Deployment ID
- Schema Version
- Source Provider
- Channel
- Customer Name
- Service Address
- Service Category
- Project Description
- Lead Status
- Occurred At
- Sanitized Provider Metadata
- Idempotency Key
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Reaction(s)
- WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Reaction(s)
- WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Thread
- Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocumentRequired
- Name
- Content
- Subtitle
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- List NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- StartRequired
- EndRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Task NameRequired
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Subtitle
- DocumentRequired
- PageRequired
- Content
- Content edit mode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Task by ID
Find an existing task by its ID.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Document nameRequired
- Name match condition
- Include archived documents?
ActionThis is an event a Zap performs.SearchFind existing data in your app
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