1.Detect task stage change
Integrate ClickUp and task workflow tools to catch task reaches configured onboarding stage events and start the chaser process.
Send onboarding chaser emails and record delivery status
Automatically monitor task changes across ClickUp and Google Sheets for chaser-stage triggers. Create and update delivery tracking with Intercom messages after a hold timeβso you can send chasers, log outcomes, and keep onboarding triage on track without manual reporting.
How this automation protects your chaser outreach
When task stage changes land in the configured chaser stage, delays can stall onboarding and create follow-up gaps. This automation looks up onboarding records, waits the hold time, and sends messages and records delivery outcomesβso your team can act fast on exceptions.
ClickUpor swap with your favorite app
2.Lookup onboarding row
Integrate Google Sheets and mapping tools to look up the onboarding record by task ID and fetch contact emails and flags.
Google Sheetsor swap with your favorite app
3.Wait hold time
Integrate Delay by Zapier and scheduling tools to pause the workflow for the configured hold before sending chaser emails.
Delay by Zapieror swap with your favorite app
4.Send chaser message
Integrate Intercom and email template tools to send a reminder message using lookup email and captured template variables.
Intercomor swap with your favorite app
5.Run outbound sub-flow
Integrate Sub-Zap by Zapier and routing tools to call the support workflow with task reference and conversation id.
Sub-Zap by Zapieror swap with your favorite app
6.Add delivery comment
Integrate ClickUp and task collaboration tools to add a task comment that maps send status into the timeline.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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