ClickUp + Zomentum

Create tasks in ClickUp for new opportunities created in Zomentum

Streamline your task tracking process with this Zomentum to ClickUp automation. Upon set up, each new opportunity in Zomentum prompts a task creation in ClickUp. This means you will never miss tracking any new opportunity, helping you smoothly manage your work and improve productivity.

When this happens...
Opportunity Created
Triggers when a new Opportunity is created.
TriggerScheduled
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

What does this mean?

Client Created
Triggers when a new client is created.
Trigger
Scheduled
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Contact Created
Triggers when a new contact is created.
Trigger
Scheduled
Try It
Document Approved
Triggers when to get items details for the approved document.
Trigger
Scheduled
Try It
Document Updated
Triggers when Document is updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when Opportunity is updated.
Trigger
Scheduled
Try It

- ClientCompanyId
- nameRequired
- companyTypeRequired
- logo
- Address Line 1
- Address Line 2
- pincode
- state
- country
- phone
- City
- Website
- Owner
- Source
- Campaign
- TwitterURL
- FacebookURL
- LinkedURL
- DateAcquired
- Owner Email
Action
Write
- OpportunityId
- NameRequired
- Client NameRequired
- Contact Email
- Opportunity Type
- Opportunity PipelineRequired
- Opportunity StageRequired
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first nameRequired
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ClientUserIdRequired
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

Client Updated
Triggers when a client is updated.
Trigger
Scheduled
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Contact Updated
Triggers when a contact is update.
Trigger
Scheduled
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Document Created
Triggers when a new Document is created.
Trigger
Scheduled
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Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Scheduled
Try It
Users
Triggers when fetch owner while creating client.
Trigger
Scheduled
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- ClientCompanyId
- emailRequired
- phone
- clientCompanyNameRequired
- contactType
- firstRequired
- last
- JobTitle
- Department
Action
Write
- OpportunityIdRequired
- Name
- Client Name
- Contact Email
- Opportunity Type
- Opportunity Pipeline
- Opportunity Stage
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first name
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- ClientCompanyIdRequired
- GetOpportunities
- GetClientContact
Action
Search
- OpportunityIdRequired
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

Similar apps

Trello

Project Management

Asana

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Todoist

Task Management

About Zomentum

Zomentum is a sales funnel management tool built for MSPs

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

ClickUp + Zomentum

Create tasks in ClickUp for new opportunities created in Zomentum

Client Created

Contact Created

Document Approved

Document Updated

Opportunity Updated

Create or Update Client

ClientCompanyId

companyTypeRequired

logo

Address Line 1

Address Line 2

pincode

state

country

phone

City

Website

Owner

Source

Campaign

TwitterURL

FacebookURL

LinkedURL

DateAcquired

Owner Email

Create or Update Opportunity

OpportunityId

NameRequired

Client NameRequired

Contact Email

Opportunity Type

Opportunity PipelineRequired

Opportunity StageRequired

Estimated Close Date

Client Purchase Order (P.O.) Number

Close Probability

first nameRequired

Last name

Contact Type

Estimated Value

Source

Campaign

Owner Email

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Client Contact

ClientUserIdRequired

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