ClickUp + YoPrint

Create new tasks in ClickUp when new sales orders are generated in YoPrint

Streamline your sales and task management process with this seamless workflow between YoPrint and ClickUp. Once a sales order is finalized in YoPrint, a corresponding task is instantly created in ClickUp. This automation ensures nothing slips through the cracks and aids in efficiently keeping track of all activities associated with each sales order. Experience the perfect blend of prompt sales order processing and task management.

When this happens...
Sales Order Created
Triggers when a sales order is created.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

Contact Created
Triggers when a contact is created.
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Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Customer Fund Deposited
Triggers when a fund deposited into Customer Wallet.
Trigger
Instant
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Customer Deleted
Triggers when a customer is deleted.
Trigger
Instant
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Customer Message Received
Triggers when customer message received.
Trigger
Instant
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Artwork Approved
Triggers when a artwork is approved.
Trigger
Instant
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Job Marked as Not Rush
Triggers when a Job is marked as not rush.
Trigger
Instant
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Job Status Changed
Triggers when a job status changes.
Trigger
Instant
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Order Approved
Triggers when an order is approved.
Trigger
Instant
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Sales Order Created
Triggers when a sales order is created.
Trigger
Instant
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Sales Order / Quote Marked as Rush
Triggers when a sales order is marked as rushed.
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Instant
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Payment Received (Any Amount)
Triggers when an order received a payment of any amount.
Trigger
Instant
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Payment Received (Full Amount)
Triggers when an order is fully paid.
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Instant
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Purchase Order Message Bounced
Triggers when purchase order message bounced.
Trigger
Instant
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Purchase Order Status Changed
Triggers when a purchase order status changes.
Trigger
Instant
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Quote Created
Triggers when a quote is created.
Trigger
Instant
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Sales Order Converted to Quote
Triggers when a sales order is converted to quote.
Trigger
Instant
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Shipment Status Changed
Triggers when a shipment status changes.
Trigger
Instant
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- Job ID
Action
Write
- Task ID
- Pipeline ID (Task Preset ID)
Action
Write
- Order ID
- Shipment ID
Action
Write
- Do you want to perform an upsert?
- Customer IdRequired
- First NameRequired
- Last Name
- Email
- Phone
- Fax
- Can Receive SMS
Action
Write
- Job IDRequired
Action
Write
- Order IDRequired
Action
Write
- Order ID
Action
Write
- Quote IDRequired
- Message to SendRequired
Action
Write
- Task ID
Action
Write
- Customer IdRequired
Action
Search
- Reaction(s)
- WorkspaceRequired
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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

Contact Deleted
Triggers when a contact is deleted.
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Instant
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Customer Created
Triggers when a customer is created.
Trigger
Instant
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Customer Fund Withdrew
Triggers when a fund withdrew from Customer Wallet.
Trigger
Instant
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Customer Message Bounced
Triggers when customer message bounced.
Trigger
Instant
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Customer Updated
Triggers when a customer is updated.
Trigger
Instant
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Artwork Change Requested
Triggers when a artwork change is requested.
Trigger
Instant
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Job Marked as Rush
Triggers when a Job is marked as rush.
Trigger
Instant
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Message Status Changed
Triggers when either a sales order or purchase order message status changes.
Trigger
Instant
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Order Change Requested
Triggers when an order change is requested.
Trigger
Instant
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Sales Order / Quote Marked as Not Rush
Triggers when a sales order is marked as Not rush.
Trigger
Instant
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Sales Order/Quote Status Changed
This trigger is deprecated and should not be used
Trigger
Instant
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Payment Received (Deposit Amount)
Triggers when an order received a payment of deposit amount.
Trigger
Instant
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Refund Issued
Triggers when a refund is issued.
Trigger
Instant
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Purchase Order Message Received
Triggers when purchase order message received.
Trigger
Instant
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Quote Converted to Sales Order
Triggers when a quote is converted to order.
Trigger
Instant
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Quote Status Changed
Triggers when a quote status changes
Trigger
Instant
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Sales Order Status Changed
Triggers when a sales order status changes
Trigger
Instant
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Task Status Changed
Triggers when a task status changes.
Trigger
Instant
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- Message ID
Action
Write
- Purchase Order ID
Action
Write
- Order IDRequired
Action
Write
- Do you want to perform an upsert?
- NameRequired
- Website
- Resale Number
- Tax Identification Number
- Tax Exempt
- First Name
- Last Name
- Email
- Phone
- Fax
- Can Receive SMS
Action
Write
- Job IDRequired
Action
Write
- Order IDRequired
Action
Write
- Order ID
Action
Write
- Sales Order IDRequired
- Message to SendRequired
Action
Write
- Contact IdRequired
Action
Search
- 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

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn more

Related categories

Project Management

Similar apps

About YoPrint

YoPrint is an all-in-one print shop management software that helps you keep track of your sales, inventory and production.

Related categories

Printing

Related Zap Templates

Create new tasks in ClickUp for every new quote created in YoPrint

Related Zap Templates

Create new tasks in ClickUp for every new quote created in YoPrint

ClickUp + YoPrint

Create new tasks in ClickUp when new sales orders are generated in YoPrint

Contact Created

Contact Updated

Customer Fund Deposited

Customer Deleted

Customer Message Received

Artwork Approved

Job Marked as Not Rush

Job Status Changed

Order Approved

Sales Order Created

Sales Order / Quote Marked as Rush

Payment Received (Any Amount)

Payment Received (Full Amount)

Purchase Order Message Bounced

Purchase Order Status Changed

Quote Created

Sales Order Converted to Quote

Shipment Status Changed

Change Job Status

Change Task Status

Change Shipment Status

Create Contact

Mark Job as Not Rush

Mark Sales Order or Quote as Not Rush

Change Quote Status

Send Quote Message

Reassign User to Task

Customer by Id

New Reaction Added to Chat Message

New Folder

New Task

New Reaction Added to Task Comment

New Time Entry

New Checklist

Send Chat Message to Channel

Create New Document Page

Create Custom Field

Create List

Time Tracked

Create Subtask

Update Access for the Task

Edit Document Page

API Request (Beta)

Find the Most Recent Task

Find Task by ID

Find Documents

Contact Deleted

Customer Created

Customer Fund Withdrew

Customer Message Bounced

Customer Updated

Artwork Change Requested

Job Marked as Rush

Message Status Changed

Order Change Requested

Sales Order / Quote Marked as Not Rush

Sales Order/Quote Status Changed

Payment Received (Deposit Amount)

Refund Issued

Purchase Order Message Received

Quote Converted to Sales Order

Quote Status Changed

Sales Order Status Changed

Task Status Changed

Change Message Status

Change Purchase Order Status

Convert Quote to Sales Order

Create Customer

Mark Job as Rush

Mark Sales Order or Quote as Rush

Change Sales Order Status

Send Sales Order Message

Contact by Id

New Message Posted to Channel

New Comment on a Task

New List

New Attachment Added to Task

Task Changes