1.Detects task created or updated
Integrate ClickUp and workflow automation tools to watch task created or updated events with course tagging.
Send a multi-step home buyer course to tenant emails
Automatically monitor ClickUp task changes across ClickUp and Gmail. Create and update when task-driven course lessons send and the course completesβso you can send lesson emails, keep cadence on track, and tag completion without manual follow-up.
How this automation accelerates your home buyer lesson delivery
When ClickUp task changes come in without immediate sends, lesson timing slips and tenants wait longer than planned. This automation extracts recipient names and sends lesson emails on a cadence and then updates the task with course completionβso your team can run nurture tracks reliably.
ClickUpor swap with your favorite app
2.Extracts recipient first name
Integrate Formatter by Zapier and data mapping tools to parse recipient first name from task text to personalize greetings.
Formatter by Zapieror swap with your favorite app
3.Sends Lesson 1 email
Integrate Gmail and email templates to send Lesson 1 messages to the task email with a personalized greeting.
Gmailor swap with your favorite app
4.Waits for lesson cadence
Integrate Delay by Zapier and scheduling timers to pause for the configured interval before the next lesson send.
Delay by Zapieror swap with your favorite app
5.Sends follow-up lesson emails
Integrate Gmail and email templates to send the next lesson messages to the recipient on the remaining cadence.
6.Adds course complete tag
Integrate ClickUp and task updates to add the configured course-complete tag when the course finishes.
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Accelerate lead follow-up with automated sequence enrollments, audience tagging, and campaign updates
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