ClickUp + YoPrint

Create new tasks in ClickUp when new sales orders are generated in YoPrint

Streamline your sales and task management process with this seamless workflow between YoPrint and ClickUp. Once a sales order is finalized in YoPrint, a corresponding task is instantly created in ClickUp. This automation ensures nothing slips through the cracks and aids in efficiently keeping track of all activities associated with each sales order. Experience the perfect blend of prompt sales order processing and task management.

When this happens...
Sales Order Created
Triggers when a sales order is created.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

What does this mean?

Contact Created
Triggers when a contact is created.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Customer Deleted
Triggers when a customer is deleted.
Trigger
Instant
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Customer Message Received
Triggers when customer message received.
Trigger
Instant
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Artwork Approved
Triggers when a artwork is approved.
Trigger
Instant
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Job Status Changed
Triggers when a job status changes.
Trigger
Instant
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Order Approved
Triggers when an order is approved.
Trigger
Instant
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Sales Order Created
Triggers when a sales order is created.
Trigger
Instant
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Purchase Order Message Bounced
Triggers when purchase order message bounced.
Trigger
Instant
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Purchase Order Status Changed
Triggers when a purchase order status changes.
Trigger
Instant
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Shipment Status Changed
Triggers when a shipment status changes.
Trigger
Instant
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- Job ID
Action
Write
- Task ID
- Pipeline ID (Task Preset ID)
Action
Write
- Shipment ID
Action
Write
- Customer IdRequired
- First NameRequired
- Last Name
- Email
- Phone
- Fax
- Can Receive SMS
Action
Write
- Order ID
Action
Write
- Quote IDRequired
- Message to SendRequired
Action
Write
- Contact IdRequired
Action
Search
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Task Description
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- WorkspaceRequired
Action
Write
Find Task by Custom Fields
Find an existing task by searching custom fields.
Action
Search
- WorkspaceRequired
- FieldRequired
- ValueRequired
Action
Search

Contact Deleted
Triggers when a contact is deleted.
Trigger
Instant
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Customer Created
Triggers when a customer is created.
Trigger
Instant
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Customer Message Bounced
Triggers when customer message bounced.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated.
Trigger
Instant
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Artwork Change Requested
Triggers when a artwork change is requested.
Trigger
Instant
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Message Status Changed
Triggers when either a sales order or purchase order message status changes.
Trigger
Instant
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Order Change Requested
Triggers when an order change is requested.
Trigger
Instant
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Sales Order/Quote Status Changed
Triggers when a sales order or quote status changes.
Trigger
Instant
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Purchase Order Message Received
Triggers when purchase order message received.
Trigger
Instant
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Quote Created
Triggers when a quote is created.
Trigger
Instant
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Task Status Changed
Triggers when a task status changes.
Trigger
Instant
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- Message ID
Action
Write
- Purchase Order ID
Action
Write
- Order IDRequired
Action
Write
- NameRequired
- Website
- Resale Number
- Tax Identification Number
- Tax Exempt
- First Name
- Last Name
- Email
- Phone
- Fax
- Can Receive SMS
Action
Write
- Order ID
Action
Write
- Sales Order IDRequired
- Message to SendRequired
Action
Write
- Customer IdRequired
Action
Search
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find Task by ID
Find an existing task by its ID.
Action
Search

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

Help

Related categories

Project Management

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About YoPrint

YoPrint is an all-in-one print shop management software that helps you keep track of your sales, inventory and production.

Help

Related categories

Printing

PRODUCTS

CAPABILITIES

By team

ClickUp + YoPrint

Create new tasks in ClickUp when new sales orders are generated in YoPrint

Contact Created

Contact Updated

Customer Deleted

Customer Message Received

Artwork Approved

Job Status Changed

Order Approved

Sales Order Created

Purchase Order Message Bounced

Purchase Order Status Changed

Shipment Status Changed

Change Job Status

Job ID

Change Task Status

Task ID

Pipeline ID (Task Preset ID)

Change Shipment Status

Shipment ID

Create Contact

First NameRequired

Last Name

Email

Phone

Fax

Can Receive SMS

Change Quote Status

Order ID

Send Quote Message

Quote IDRequired

Message to SendRequired

Contact by Id

Contact IdRequired

New Folder

WorkspaceRequired

New Task

WorkspaceRequired

New Checklist

WorkspaceRequired

Checklist NameRequired

Checklist ItemRequired

Create List

WorkspaceRequired

List NameRequired

Time Tracked

WorkspaceRequired

StartRequired

EndRequired

Create Subtask

WorkspaceRequired

Task NameRequired

Task Description

Assignee Emails

Priority

Due Date

Start Date

Update Task

WorkspaceRequired

Find Task by Custom Fields

Find User by Name or Email

WorkspaceRequired

FieldRequired

ValueRequired

Contact Deleted

Customer Created

Customer Message Bounced

Customer Updated

Artwork Change Requested

Message Status Changed

Order Change Requested

Sales Order/Quote Status Changed

Purchase Order Message Received

Quote Created

Task Status Changed

Change Message Status

Message ID