Create new ClickUp lists for incoming Stan customers
Easily manage your new customers from the Stan app by creating a list for them in ClickUp. With this automation, every time a new customer is added in Stan, a corresponding list will be set up in ClickUp, helping you keep track of important customer information and tasks. Streamline your customer management process and always stay up to date with this simple and efficient workflow.
Easily manage your new customers from the Stan app by creating a list for them in ClickUp. With this automation, every time a new customer is added in Stan, a corresponding list will be set up in ClickUp, helping you keep track of important customer information and tasks. Streamline your customer management process and always stay up to date with this simple and efficient workflow.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- automatically do this!Create List
Triggers when new lists are created.
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