ClickUp + Salesflare
Add new tasks in Salesflare to ClickUp
Find yourself spending too much time pushing tasks from your CRM to your task management app? Now with the help of this automation, you don't have to take care of it. This integration will add every new Salesflare task to ClickUp as a new task, saving you time for more important work.
Find yourself spending too much time pushing tasks from your CRM to your task management app? Now with the help of this automation, you don't have to take care of it. This integration will add every new Salesflare task to ClickUp as a new task, saving you time for more important work.
- When this happens...
New TaskTriggers when a new task is added.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create TaskCreates a new task.
ActionWriteCreate a new record or update an existing record in your app.
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Owner
Assignee
Stage
Tag
Min Value
Max Value
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAccountRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Update if Account Already Exists
Website
Contact Name
Contact Email
Description
Email
Tag
Phone Number
Street
Zip
City
State/Region
Country
Size
Picture
Social Profile
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Email
First Name
Last Name
Tag
Picture
Birthdate
Phone Number
Mobile Phone Number
Home Phone Number
Fax Number
Street
Zip
City
State/Region
Country
Social Profile
Position Role
Position Organisation
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
BodyRequired
Note Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Account
Reminder Date
Assignees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AccountRequired
Name
Website
Description
Email
Tag
Phone Number
Street
Zip
City
State/Region
Country
Size
Picture
Social Profile
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OpportunityRequired
Name
Account
Stage
Owner
Assignee
Value
Close Date
Tag
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Name
Email
Phone Number
Account
Tag
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
Domain
Tag
Update if Account Already Exists
Website
Contact Name
Contact Email
Description
Email
Tag
Phone Number
Street
Zip
City
State/Region
Country
Size
Picture
Social Profile
Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTask
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
WorkflowRequired
Step NumberRequired
EventRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAccountRequired
UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start DateRequired
End Date
Subject
Description
Notes
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start DateRequired
End Date
Subject
Description
Notes
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Link to Existing or New Account
Account Name
Account Website
Contact Name
Contact Email
Stage
Owner
Assignee
Value
Close Date
Tag
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkflowRequired
ContactRequired
Met Goal?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Name
Email
First Name
Last Name
Tag
Picture
Birthdate
Phone Number
Mobile Phone Number
Home Phone Number
Fax Number
Street
Zip
City
State/Region
Country
Social Profile
Position Role
Position Organisation
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Name
Domain
Tag
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
Account
ActionThis is an event a Zap performs.SearchFind existing data in your appStage
Pipeline Name
Stage Name
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkflow NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appId
Name
Email
Phone Number
Account
Tag
First Name
Last Name
Tag
Picture
Birthdate
Mobile Phone Number
Home Phone Number
Fax Number
Street
Zip
City
State/Region
Country
Social Profile
Position Role
Position Organisation
Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundReaction(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 app
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