How to connect Schedule by Zapier + Salesforce + ClickUp
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Do even more with Schedule by Zapier + Salesforce + ClickUp
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Schedule by Zapier, Salesforce, and ClickUp. And don’t forget that you can add more apps and actions to create complex workflows.
- Every DayTriggers every day, just choose at what hour of time.Trigger
- Every HourTriggers every hour.Trigger
- Every MonthTriggers every month, just choose what day of the month.Trigger
- Every WeekTriggers every week, just choose what day of the week.Trigger
- New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger
- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing file to an existing Record.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new File (max 25MB).
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- 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
- ClickUp
Updates an existing task.
Scheduled
Action
- ClickUp
Find an existing task by searching custom fields.
Scheduled
Action
- ClickUp
Find an existing task by its ID.
Scheduled
Action
- ClickUp
Find an existing user by their name or their email.
Scheduled
Action
Connect your apps and automate workflows
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How Schedule by Zapier + Salesforce + ClickUp Integrations Work
- Step 1: Authenticate Schedule by Zapier, Salesforce, and 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.
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