Cling + ClickUp Integrations

How to connect Cling + ClickUp

Zapier lets you send info between Cling and ClickUp automatically—no code required.

When this happens...

Document Accepted

Triggers when a document changes status to accepted.

automatically do this!

Create Folder

Creates a new folder

Supported triggers and actions

What does this mean?

Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
New Document
Triggers when a new document is created.
Trigger
Instant

Create Client
Creates a new client
Action
Write
Create Document
Create a new document
Action
Write

Send Document
Send a document
Action
Write

ClickUp
Triggers when new folders are created.
Instant
Trigger
ClickUp
Triggers when new lists are created.
Instant
Trigger
ClickUp
Triggers when tasks are added.
Instant
Trigger
ClickUp
Triggers when a task changes.
Instant
Trigger
ClickUp
Add a checklist to a task
Scheduled
Action
ClickUp
Creates a new folder
Scheduled
Action
ClickUp
Creates a new list
Scheduled
Action
ClickUp
Post a comment to a task
Scheduled
Action
ClickUp
Add time tracked to a task
Scheduled
Action
ClickUp
Post an attachment to a task.
Scheduled
Action
ClickUp
Creates a new subtask
Scheduled
Action
ClickUp
Creates a new task.
Scheduled
Action

How Cling + ClickUp Integrations Work

Step 1: Authenticate Cling + ClickUp.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect Cling + ClickUp

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Related categories

Proposal & Invoice Management

About ClickUp

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

Related categories

Project Management

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