ClickUp + Follow Up Boss
Add collaborators to Follow Up Boss for updated tasks in ClickUp
Easily manage tasks and collaborations between ClickUp and Follow Up Boss with this efficient workflow. Whenever a task change occurs in ClickUp, this automation will add collaborators to the corresponding action in Follow Up Boss. This saves you time and ensures that your team stays updated in both apps.
Easily manage tasks and collaborations between ClickUp and Follow Up Boss with this efficient workflow. Whenever a task change occurs in ClickUp, this automation will add collaborators to the corresponding action in Follow Up Boss. This saves you time and ensures that your team stays updated in both apps.
- When this happens...
Task ChangesTriggers when a task changes.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Add CollaboratorsAdds selected users as collaborated on a given contact.
ActionWriteCreate a new record or update an existing record in your app.
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Task
Include subtask?
Fetch task data?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message TextRequired
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document name (title)
Subtitle
Markdown Content
Content
Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
CommentRequired
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
Custom task type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
ActionThis is an event a Zap performs.SearchFind existing data in your appCheck Plan Bandage
WorkspaceRequired
FieldRequired
ValueRequired
Include all shared items?
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Pipeline name
Stage name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
Team Member(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Action PlanRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email Address
Phone Number
Source
Stage
Is Contacted?
Tags
Street Address
City
State/Province
Zip/Postal Code
Price
Custom Field 1 Name
Custom Field 1 Value
Custom Field 2 Name
Custom Field 2 Value
Custom Field 3 Name
Custom Field 3 Value
Custom Field 4 Name
Custom Field 4 Value
Custom Field 5 Name
Custom Field 5 Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
MessageRequired
Subject
Message is HTML
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Phone NumberRequired
TypeRequired
Note
Call Duration
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Team MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Reaction(s)
WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reaction(s)
WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
Checklist NameRequired
Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Thread
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Name
Content
Subtitle
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field nameRequired
Description
Required in tasks
Pinned
Visible to guests
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
List NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
StartRequired
EndRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
Custom task type
Task Description
Markdown Content
Assignee Emails
Priority
Start Date
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Subtitle
DocumentRequired
PageRequired
Content
Content edit mode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Task by ID
Find an existing task by its ID.
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Space
Folder
List
Document nameRequired
Name match condition
Include archived documents?
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
Tag(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
StageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
NameRequired
PipelineRequired
StageRequired
Team Member(s)Required
Description
Price
Commission
Projected Close Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
NameRequired
TypeRequired
Assigned ToRequired
Due
Is Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Action PlanRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event TypeRequired
Message
First Name
Last Name
Email Address
Phone Number
Source
Stage
Is Contacted?
Tags
Street Address
City
State/Province
Zip/Postal Code
Custom Field 1 Name
Custom Field 1 Value
Custom Field 2 Name
Custom Field 2 Value
Custom Field 3 Name
Custom Field 3 Value
Custom Field 4 Name
Custom Field 4 Value
Custom Field 5 Name
Custom Field 5 Value
Street Address
City
State/Province
Zip/Postal Code
MLS Number
Price
Is for Rent?
URL
Type
Bedrooms
Bathrooms
Area
Lot Size
Source
Medium
Term
Content
Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About ClickUp
Related categories
About Follow Up Boss
Related categories
Related Zap Templates
- Create or update Follow Up Boss contacts from new ClickUp tasks without triggering action plans
- Create ClickUp tasks for new Follow Up Boss contacts
- Create or update Follow Up Boss contacts when new lists are added in ClickUp
- Add collaborators in Follow Up Boss for new tasks in ClickUp
- Create new Follow Up Boss inquiries or website events from updated ClickUp tasks
- Update ClickUp tasks when Follow Up Boss deal stages are updated
- Organize updated person stages in Follow Up Boss by creating folders in ClickUp
- Create tasks in ClickUp for new contacts added in Follow Up Boss
- Update ClickUp task comments when Follow Up Boss deal stages change
- Update ClickUp tasks when Follow Up Boss person stages are updated
- Create tasks in ClickUp for new tagged contacts in Follow Up Boss
- Create tasks in ClickUp for new Follow Up Boss deals
- Create new tasks in ClickUp whenever person stages are updated in Follow Up Boss
- Manage ClickUp task changes by updating contact stages in Follow Up Boss
- Manage task changes in ClickUp to create or update contacts in Follow Up Boss without triggering action plans
- Create tasks in ClickUp when deal stages are updated in Follow Up Boss
Related Zap Templates
- Create or update Follow Up Boss contacts from new ClickUp tasks without triggering action plans
- Add collaborators in Follow Up Boss for new tasks in ClickUp
- Organize updated person stages in Follow Up Boss by creating folders in ClickUp
- Update ClickUp tasks when Follow Up Boss person stages are updated
- Create new tasks in ClickUp whenever person stages are updated in Follow Up Boss
- Create ClickUp tasks for new Follow Up Boss contacts
- Create new Follow Up Boss inquiries or website events from updated ClickUp tasks
- Create tasks in ClickUp for new contacts added in Follow Up Boss
- Create tasks in ClickUp for new tagged contacts in Follow Up Boss
- Manage ClickUp task changes by updating contact stages in Follow Up Boss
- Create or update Follow Up Boss contacts when new lists are added in ClickUp
- Update ClickUp tasks when Follow Up Boss deal stages are updated
- Update ClickUp task comments when Follow Up Boss deal stages change
- Create tasks in ClickUp for new Follow Up Boss deals
- Manage task changes in ClickUp to create or update contacts in Follow Up Boss without triggering action plans