ClickUp + YoPrint
Create new tasks in ClickUp for every new quote created in YoPrint
When a new quote is created in YoPrint, it can be a hassle to manually create a related task in ClickUp. Streamline your process with this workflow that effortlessly initiates a task creation in ClickUp whenever a quote is created in YoPrint. This way, you'll never miss a beat and can keep tracking your actions efficiently.
When a new quote is created in YoPrint, it can be a hassle to manually create a related task in ClickUp. Streamline your process with this workflow that effortlessly initiates a task creation in ClickUp whenever a quote is created in YoPrint. This way, you'll never miss a beat and can keep tracking your actions efficiently.
- When this happens...
Quote CreatedTriggers when a quote is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create TaskCreates a new task.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
Contact Created
Triggers when a contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Fund Deposited
Triggers when a fund deposited into Customer Wallet.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Deleted
Triggers when a customer is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Message Received
Triggers when customer message received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Artwork Approved
Triggers when a artwork is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Marked as Not Rush
Triggers when a Job is marked as not rush.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Status Changed
Triggers when a job status changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Order Approved
Triggers when an order is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sales Order Created
Triggers when a sales order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sales Order / Quote Marked as Rush
Triggers when a sales order is marked as rushed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Received (Any Amount)
Triggers when an order received a payment of any amount.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Received (Full Amount)
Triggers when an order is fully paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Message Bounced
Triggers when purchase order message bounced.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Status Changed
Triggers when a purchase order status changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Created
Triggers when a quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sales Order Converted to Quote
Triggers when a sales order is converted to quote.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Shipment Status Changed
Triggers when a shipment status changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Pipeline ID (Task Preset ID)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order ID
Shipment ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Do you want to perform an upsert?
Customer IdRequired
First NameRequired
Last Name
Email
Phone
Fax
Can Receive SMS
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
Message to SendRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appReaction(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
Contact Deleted
Triggers when a contact is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Created
Triggers when a customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Fund Withdrew
Triggers when a fund withdrew from Customer Wallet.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Message Bounced
Triggers when customer message bounced.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Updated
Triggers when a customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Artwork Change Requested
Triggers when a artwork change is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Marked as Rush
Triggers when a Job is marked as rush.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Message Status Changed
Triggers when either a sales order or purchase order message status changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Order Change Requested
Triggers when an order change is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sales Order / Quote Marked as Not Rush
Triggers when a sales order is marked as Not rush.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sales Order/Quote Status Changed
This trigger is deprecated and should not be used
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Received (Deposit Amount)
Triggers when an order received a payment of deposit amount.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Refund Issued
Triggers when a refund is issued.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Message Received
Triggers when purchase order message received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Converted to Sales Order
Triggers when a quote is converted to order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Status Changed
Triggers when a quote status changes
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sales Order Status Changed
Triggers when a sales order status changes
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Status Changed
Triggers when a task status changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Message ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order IDRequired
Message to SendRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTask
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
About ClickUp
Related categories
