Anchor + ClickUp

Create new lists in ClickUp when proposals are approved in Anchor

Effortlessly streamline your workflow with this seamless integration. As soon as a proposal gets approved in the Anchor app, a new list is immediately created in ClickUp. This efficient workflow not only saves time but reduces manual task management, letting you focus more on important tasks that drive your business forward. Experience the ease of project management by connecting Anchor and ClickUp.

When this happens...
Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
TriggerInstant
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Create List
Triggers when new lists are created.
ActionWrite

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Supported triggers and actions

Agreement Amended
Triggers when an agreement is amended.
Trigger
Instant
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Agreement Terminated
Triggers when an agreement is terminated.
Trigger
Instant
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Invoice Payment Failed
Triggers when an invoice's payment fails.
Trigger
Instant
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Invoice Status Change
Triggers when an invoice's status changes.
Trigger
Instant
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Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Action
Write
- Message TextRequired
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
Action
Write
- Task IdRequired
Action
Write
- WorkspaceRequired
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check Plan Bandage
- WorkspaceRequired
- FieldRequired
- ValueRequired
- Include all shared items?
Action
Search

Agreement Amendments Approved
Triggers when amendments are approved.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Invoice Issued
Triggers when an invoice is issued.
Trigger
Instant
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Payout Received
Triggers when a payout is received.
Trigger
Instant
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Proposal Canceled
Triggers when a proposal is canceled.
Trigger
Instant
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Proposal Status Changed
Triggers when the status of a proposal changes.
Trigger
Instant
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- Reaction(s)
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Reaction(s)
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- Thread
- Include a link to this Zap?
Action
Write
- DocumentRequired
- Name
- Content
- Subtitle
Action
Write
- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- WorkspaceRequired
Action
Write
- Name
- Subtitle
- DocumentRequired
- PageRequired
- Content
- Content edit mode
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- WorkspaceRequired
- Space
- Folder
- List
- Document nameRequired
- Name match condition
- Include archived documents?
Action
Search