ClickUp + DocketManager

Create tasks in ClickUp when new quotes are converted in DocketManager

Stay on top of your tasks efficiently with this seamless integration of DocketManager and ClickUp. Whenever a quote gets converted in DocketManager, this workflow swiftly creates a task in ClickUp. It’s an efficient way of streamlining business operations, helping you quickly attend to new conversions without manually transferring information. Enhance your productivity and never miss out on a converted quote again.

When this happens...
Quote Converted
Triggers when a Quote is converted to an Order.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

Contact Created
Triggers when a new Contact is Created.
Trigger
Instant
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Customer Created
Triggers when a new Customer is created.
Trigger
Instant
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Order Placed Online
Triggers when an Online Order is placed.
Trigger
Instant
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Payment Created
Triggers when a Payment is Created.
Trigger
Instant
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Queue Changed
Triggers when and Order Item moves into a new Queue.
Trigger
Instant
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Quote Email
Triggers when a Quote Email is sent
Trigger
Instant
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Supplier Created
Triggers when a new Supplier is created.
Trigger
Instant
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Sync Item
Triggers when the "Sync Item" button is clicked on the Item View page.
Trigger
Instant
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Task Completed
Triggers when a Task is marked as completed.
Trigger
Instant
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Vendor Updated
Triggers when a Vendor is modified.
Trigger
Instant
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- Contact IdRequired
- Text
- TypeRequired
- LabelRequired
Action
Write
- NameRequired
- External ID
- Phone
- Cell
- Email
- Billing Address Name
- Billing Address
- Billing City
- Billing Region
- Billing Country
- Billing Zip/Postal
- Shipping Address Name
- Shipping Address
- Shipping City
- Shipping Region
- Shipping Country
- Shipping Zip/Postal
- Tags
- Default Order Statuses
- Default Item Statuses
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Customer IDRequired
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Order Item IDRequired
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Order IDRequired
Action
Write
- Quote Item IdRequired
- Text
- TypeRequired
- LabelRequired
Action
Write
- Quote IdRequired
- Text
- TypeRequired
- LabelRequired
Action
Write
- Order IdRequired
- Tracking Number
- Contact Name
- Destination Address Name
- Destination Address
- Destination City
- Destination Region
- Destination Country
- Destination Zip/Postal
- Cost
- Price
Action
Write
- Queue NameRequired
- Order Item IdRequired
Action
Write
- IdRequired
- Update
- UpdatesRequired
- Billing
- Billing Address
- Shipping
- Shipping Address
Action
Write
- Search ByRequired
Action
Search
- NumberRequired
Action
Search
- NumberRequired
Action
Search
- Search ByRequired
- Customer IdRequired
- NameRequired
- Title
- Phone
- Cell
- Email
- Tags
Action
Search or write
- 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

Contact Updated
Triggers when a Contact is modified.
Trigger
Instant
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Customer Updated
Triggers when a Customer is modified.
Trigger
Instant
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Order Posted
Triggers when an Order is Posted.
Trigger
Instant
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Proof Status Updated
Triggers when a Proof Status is Created or Changed.
Trigger
Instant
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Quote Converted
Triggers when a Quote is converted to an Order.
Trigger
Instant
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Shipping Email
Triggers when a Shipping Email is sent.
Trigger
Instant
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Supplier Updated
Triggers when a Supplier is modified.
Trigger
Instant
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Sync Order
Triggers when the "Sync Order" button is clicked on the Order View page.
Trigger
Instant
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Vendor Created
Triggers when a new Vendor is Created.
Trigger
Instant
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- Customer IdRequired
- NameRequired
- Title
- Phone
- Cell
- Email
- Tags
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Contact IDRequired
Action
Write
- Customer IdRequired
- Text
- TypeRequired
- LabelRequired
Action
Write
- Order Item IdRequired
- Text
- TypeRequired
- LabelRequired
Action
Write
- Order IdRequired
- Text
- TypeRequired
- LabelRequired
Action
Write
- Order IDRequired
- Created By Employee IDRequired
- Deposit TypeRequired
- Payment TypeRequired
- Reference Number
- Payment DateRequired
- Payment AmountRequired
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Quote Item IDRequired
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
- Quote IDRequired
Action
Write
- Task TextRequired
- Due Date
- Assigned ToRequired
- Created ByRequired
Action
Write
- IdRequired
- Updates Help
- UpdatesRequired
Action
Write
- Search ByRequired
Action
Search
- Search ByRequired
Action
Search
- NumberRequired
Action
Search
- NumberRequired
Action
Search
- Search ByRequired
- NameRequired
- External ID
- Phone
- Cell
- Email
- Billing Address Name
- Billing Address
- Billing City
- Billing Region
- Billing Country
- Billing Zip/Postal
- Shipping Address Name
- Shipping Address
- Shipping City
- Shipping Region
- Shipping Country
- Shipping Zip/Postal
- Tags
- Default Order Statuses
- Default Item Statuses
Action
Search or write
- Reaction(s)
- WorkspaceRequired
Trigger
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

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

Learn more

Related categories

Project Management

Similar apps

About DocketManager

DocketManager is a complete print business management system offering a fully integrated cloud based MIS and Web to Print platform.

Related categories

Printing

ClickUp + DocketManager

Create tasks in ClickUp when new quotes are converted in DocketManager

Contact Created

Customer Created

Order Placed Online

Payment Created

Queue Changed

Quote Email

Supplier Created

Sync Item

Task Completed

Vendor Updated

Create Contact Note

Create Customer

Create Customer Task

Create Order Item Task

Create Order Task

Create Quote Item Note

Create Quote Note

Create Shipment

Queue Move

Update Customer

Find Customer

Find Order

Find Quote

Find or Create Contact

New Message Posted to Channel

New Comment on a Task

New List

New Attachment Added to Task

Task Changes

Archive or Delete Task

Send Direct Message

Create New Document

Create Space

Create Folder

Post a Task Comment

Post Attachment

Create Task

Update Custom Field Value

Update Task

Find Custom Fields

Find a List of All Tasks

Find User by Name or Email

Contact Updated

Customer Updated

Order Posted

Proof Status Updated

Quote Converted

Shipping Email

Supplier Updated

Sync Order

Vendor Created

Create Contact

Create Contact Task

Create Customer Note

Create Order Item Note

Create Order Note

Create Payment

Create Quote Item Task

Create Quote Task

Create Task

Update Contact

Find Contact

Find Employee

Find Order Item

Find Quote Item

Find or Create Customer

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