ClickUp + umsatz.io
Modify updated deals in umsatz.io to create tasks in ClickUp
When a deal stage is updated in umsatz.io, this workflow immediately jumps into action and creates a new task in ClickUp. This seamless connection ensures that your team is always on top of deal developments, allowing for efficient and prompt follow-up. It takes manual work off your plate, helping you to stay organized and focused on closing more deals.
When a deal stage is updated in umsatz.io, this workflow immediately jumps into action and creates a new task in ClickUp. This seamless connection ensures that your team is always on top of deal developments, allowing for efficient and prompt follow-up. It takes manual work off your plate, helping you to stay organized and focused on closing more deals.
- When this happens...Modify the Stage of a Deal
Triggers when the deal stage of a deal changes.
- automatically do this!Create Task
Creates a new task.
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Modify a Contact Property
Triggers when a contact property is filled or edited.
Try ItNew Activity
Triggers when a user tracks a new call in the app.
Try ItNew Deal
Triggers when a new deal is created in the system.
Try ItModify the Stage of a Deal
Triggers when the deal stage of a deal changes.
Try It
Modify a Deal Property
Triggers when a deal property is filled or edited.
Try ItNew Contact
Triggers when a new contact is created in the system.
Try ItNew Form Submission
Triggers when a new form is submitted in the system.
Try ItAppend values for multiselect fields instead of replacing them?
Note (optional)
