ClickUp + DoorLoop
Create tasks in ClickUp for new prospects in DoorLoop
This workflow starts the moment there's a New Prospect on DoorLoop. In direct response, it creates a Task in ClickUp, ensuring you stay on top of your to-do list and save time with manual updates. You can sit back, letting this automation connect your property management duties to your project management tasks seamlessly.
This workflow starts the moment there's a New Prospect on DoorLoop. In direct response, it creates a Task in ClickUp, ensuring you stay on top of your to-do list and save time with manual updates. You can sit back, letting this automation connect your property management duties to your project management tasks seamlessly.
- When this happens...
New ProspectTriggers when a new prospect is 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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How many days beforeRequired
Portfolio
Property
Owner
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPortfolio
Property
Owner
Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPortfolio
Property
Owner
Payment Method
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProperty
Portfolio
Payment Method
Owner
Lease
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNumber of days before Move-InRequired
Portfolio
Property
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDays before ExpirationRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planHow many days BeforeRequired
Property
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDateRequired
Reference #
Payee TypeRequired
PayeeRequired
Pay From AccountRequired
Payment MethodRequired
CategoryRequired
PropertyRequired
AmountRequired
Category
Property
Amount
Category
Property
Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeaseRequired
DateRequired
AccountRequired
Description
AmountRequired
Notes
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Description
Property
Tenant
Due DateRequired
Assigned to
Priority
Status
typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search TermRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLeaseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
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
Number of days beforeRequired
Portfolio
Property
Owner
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPortfolio
Property
Owner
Lease
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPortfolio
Property
Unit
Assigned User
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPortfolio
Property
Assigned User
TypeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNumber of days before Move-OutRequired
Portfolio
Property
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLeaseRequired
DateRequired
AccountRequired
Description
AmountRequired
Notes
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Company Name
Notes
Address - Street 1
Address - Street 2
Address - City
Address - State
Address - Zip
Address - Country
Phone type
Number
Email type
Address
Lead Source
Minimum Bathrooms Wanted
Minimum Bedrooms Requested
Maximum Rent Requested
Expected Move In Date
Credit Score
Monthy Income
Campaign Source
Campaign Medium
Campaign Name
Campaign Content
Status
Assigned to User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Company Name
Notes
Address - Street 1
Address - Street 2
Address - City
Address - State
Address - Zip
Address - Country
Email
Type
Number
Properties
ActiveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search TermRequired
Property
Unit
Tenant
ActionThis is an event a Zap performs.SearchFind existing data in your appLeaseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
Property
Unit
Lease
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
Property
Unit
Lease
First NameRequired
Last NameRequired
Company Name
Notes
Address - Street 1
Address - Street 2
Address - City
Address - State
Address - Zip
Address - Country
Phone type
Number
Email type
Address
Lead Source
Minimum Bathrooms Wanted
Minimum Bedrooms Requested
Maximum Rent Requested
Expected Move In Date
Credit Score
Monthy Income
Campaign Source
Campaign Medium
Campaign Name
Campaign Content
Status
Assigned to User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundReaction(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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