ClickUp + TravelJoy

Create tasks in ClickUp for new trips in TravelJoy

Simplify your travel planning process with this workflow. Whenever a new trip is scheduled in TravelJoy, a corresponding task will be created in ClickUp. This seamless integration between the two apps ensures that no information gets overlooked and all your travel-related tasks remain organized and manageable. Stay on top of your plans and capitalize on efficient time management with this hassle-free automation.

When this happens...
New Trip
Triggers when a new trip is created.
TriggerInstant
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Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

Complete Task
Triggers when a task is updated to completed = true.
Trigger
Instant
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Delete Task
Triggers when a task is deleted.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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New Group Booking
Triggers when a new group booking is created.
Trigger
Instant
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New Trip
Triggers when a new trip is created.
Trigger
Instant
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Update Commission
Triggers when commission information is updated.
Trigger
Instant
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Update Trip Stage
Triggers when the stage of a trip is specifically updated.
Trigger
Instant
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- Client First NameRequired
- Client Middle Name
- Client Last NameRequired
- Client emailRequired
- Client Phone Number
- Client Notes
- Trip NameRequired
- Trip Start Date
- Trip End Date
- Trip Destination
- Trip Budget
- Number Of Travelers
- Confirmation Number
Action
Write
- Reaction(s)
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Reaction(s)
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- Thread
- Include a link to this Zap?
Action
Write
- DocumentRequired
- Name
- Content
- Subtitle
Action
Write
- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- WorkspaceRequired
Action
Write
- Name
- Subtitle
- DocumentRequired
- PageRequired
- Content
- Content edit mode
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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 nameRequired
- Name match condition
- Include archived documents?
Action
Search

Delete Client
Triggers when a client has been deleted.
Trigger
Instant
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Due Task
Triggers when we have reached the date at which a task is due.
Trigger
Instant
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New Form Submission
Triggers when a form is submitted.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Update Client
Triggers when a client's information is updated.
Trigger
Instant
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Update Trip
Triggers when an existing trip is updated.
Trigger
Instant
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- First NameRequired
- Middle Name
- Last NameRequired
- EmailRequired
- Phone Number
- Notes
Action
Write
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Action
Write
- Message TextRequired
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
Action
Write
- Task IdRequired
Action
Write
- WorkspaceRequired
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
- WorkspaceRequired
- FieldRequired
- ValueRequired
- 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.

Learn more

Related categories

Project Management

Similar apps

About TravelJoy

TravelJoy is an all-in-one CRM, itinerary builder, and payments tool for travel advisors.

Related categories

Sales & CRM

ClickUp + TravelJoy

Create tasks in ClickUp for new trips in TravelJoy

Complete Task

Delete Task

New Client

New Group Booking

New Trip

Update Commission

Update Trip Stage

Create New Trip With a New or Existing Client

New Reaction Added to Chat Message

New Folder

New Task

New Reaction Added to Task Comment

New Time Entry

New Checklist

Send Chat Message to Channel

Create New Document Page

Create Custom Field

Create List

Time Tracked

Create Subtask

Update Access for the Task

Edit Document Page

API Request (Beta)

Find the Most Recent Task

Find Task by ID

Find Documents

Delete Client

Due Task

New Form Submission

New Task

Update Client

Update Trip

Create New Client

New Message Posted to Channel

New Comment on a Task

New List

New Attachment Added to Task

Task Changes

Archive or Delete Task

Send Direct Message

Create New Document

Create Space

Create Folder

Post a Task Comment

Post Attachment

Create Task

Update Custom Field Value

Update Task

Find Custom Fields

Find a List of All Tasks

Find User by Name or Email

About ClickUp

Related categories

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About TravelJoy

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