ClickUp + Simplicate
Manage new Simplicate companies by creating tasks in ClickUp
Keep your project management smooth and efficient with this workflow between Simplicate and ClickUp. When new companies are added in Simplicate, a corresponding task will be created in ClickUp. This automation ensures a dynamic workflow that not only saves time but also keeps your information updated across both platforms.
Keep your project management smooth and efficient with this workflow between Simplicate and ClickUp. When new companies are added in Simplicate, a corresponding task will be created in ClickUp. This automation ensures a dynamic workflow that not only saves time but also keeps your information updated across both platforms.
- When this happens...
New CompaniesTriggers when new companies are created.
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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Invoices Paid
Triggers when invoices are paid.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Companies
Triggers when new companies are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Employees
Triggers when new employees are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Projects
Triggers when new projects are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Services
Triggers when new services are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planQuotes Sent
Triggers when quotes are sent in a sales process.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Companies
Triggers when companies are created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Employees
Triggers when employees are created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Projects
Triggers when projects are created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Services
Triggers when services or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFirst NameRequired
Initials
Family Name Preposition
Family NameRequired
GenderRequired
Relation Type
Email
Phone
Street and House Number
Zip Code
City
Country Code
Note
Company ID
Function
Email
Phone
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.NameRequired
Project IDRequired
Amount
Price
Invoice from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Company IDRequired
Contact ID
Expected Revenue
Start Date
End Date
Source
Chance to Score
Responsible Employee ID
Progress
Organization Profile ID
Note
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.IDRequired
NameRequired
Street and House Number
Zip Code
City
Country Code
Relation Type
KVK
Person ID
Function
Email
Phone
Phone
Email
Note
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.IDRequired
NameRequired
Project Number
Company IDRequired
Status
Start Date
End Date
Project Manager ID
Invoice Reference
Company Profile ID
Note
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.Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject 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
Invoices Sent
Triggers when an invoice is sent.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Contacts
Triggers when new contacts are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Hours
Triggers when new hours are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Sales
Triggers when new sales are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Timeline Notes
Triggers when new timeline notes are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSales Accepted
Triggers when sales processes are accepted.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Contacts
Triggers when contacts created or are updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Hours
Triggers when hours or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Sales
Triggers when sales are created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNameRequired
Street and House Number
Zip Code
City
Country Code
Relation Type
KVK
Person ID
Function
Email
Phone
Phone
Email
Note
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.NameRequired
Sales IDRequired
Default Service IDRequired
Revenue Group ID
VAT Code ID
Amount
Price
Track Hours
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project Number
Company IDRequired
Status
Start Date
End Date
Project Manager ID
Invoice Reference
Company Profile ID
Note
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.ContentRequired
Posted byRequired
Organization ID
Employee ID
Person ID
Sales ID
Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
First NameRequired
Initials
Family Name Preposition
Family NameRequired
GenderRequired
Relation Type
Email
Phone
Street and House Number
Zip Code
City
Country Code
Note
Company ID
Function
Email
Phone
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.IDRequired
SubjectRequired
Company IDRequired
Contact ID
Expected Revenue
Start Date
End Date
Source
Chance to Score
Responsible Employee ID
Progress
Status
Note
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.Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact E-mail addressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSales 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
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