ClickUp + Mobilo Card

Create tasks in ClickUp for new leads in Mobilo Card

Streamline and prioritize your follow-ups using this automation workflow. When a new lead is captured in Mobilo Card, it creates a task instantly in ClickUp. This keeps your task list updated in real time and ensures that none of your leads are overlooked. This workflow saves you time, helping you stay productive and focused on building strong relationships with potential clients.

When this happens...
New Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
TriggerPolling
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Trigger
Polling
Try It
New Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Trigger
Polling
Try It
- Reaction(s)
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It

- Reaction(s)
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It

- 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

New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Trigger
Polling
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- 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

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn more

Related categories

Project Management

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About Mobilo Card

The Smart Business Card. Share your contact details with a tap and turn your meetings into leads. The only digital business card with data analytics and link tracking.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

ClickUp + Mobilo Card

Create tasks in ClickUp for new leads in Mobilo Card

New Lead (For Your Account)

New Lead (For Your Organization)

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

Update Access for the Task

Edit Document Page

API Request (Beta)

Find the Most Recent Task

Find Task by ID

Find Documents

New Lead (For Your Group)

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

About ClickUp

Related categories

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About Mobilo Card

Related categories

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Zapier Interfaces