ClickUp + REI Pebble

Create new tasks in ClickUp when deals are sent in REI Pebble

Boost your productivity by automating your workflow between REI Pebble and ClickUp. When a deal is sent in REI Pebble, this automation instantly creates a task in ClickUp, ensuring that important actions aren't lost or forgotten. Streamline your deal management process and focus more on closing deals rather than manual task entries.

When this happens...
Deal Created
Triggers when a new deal is created.
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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Deal Created
Triggers when a new deal is created.
Trigger
Instant
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Deal Updated
Triggers when a deal is updated (title, status, value, or source).
Trigger
Instant
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Property Created
Triggers when a new property is created.
Trigger
Instant
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Property Purchased
Triggers when a property purchase is created.
Trigger
Instant
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Property Tagged
Triggers when a tag is added to a property.
Trigger
Instant
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- NameRequired
- First Name
- Last Name
- Email Address
- Phone - Primary
- Phone - Secondary
- Contact Category
- Description
- Do Not Mail
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
Action
Write

- APNRequired
- County IDRequired
- Contact/Owner IDRequired
- Legal Description
- Acreage
- Line 1
- Line 2
- City
- State
- Zip
- Square Feet
- Year Built
- Floors
- Bathrooms
- Bedrooms
- Longitude
- Latitude
- SRID
Action
Write
- Contact IDRequired
- Name
- First Name
- Last Name
- Email Address
- Phone - Primary
- Phone - Secondary
- Contact Category
- Description
- Do Not Mail
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
Action
Write
- Property IDRequired
- APN
- County ID
- Contact/Owner ID
- Legal Description
- Acreage
- Line 1
- Line 2
- City
- State
- Zip
- Square Feet
- Year Built
- Floors
- Bathrooms
- Bedrooms
- Longitude
- Latitude
- SRID
Action
Write
- Name / Email / Phone
Action
Search
- Title
- Board ID
- Stage ID
- Status
Action
Search
- Name
- Board ID
Action
Search
- 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

Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Deal Moved
Triggers when a deal is moved to a stage.
Trigger
Instant
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Document Created
Triggers when a new document is created.
Trigger
Instant
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Property Offer Created
Triggers when an offer is created for a property.
Trigger
Instant
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Property Sold
Triggers when a property sale is created.
Trigger
Instant
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Property Updated
Triggers when a property is updated.
Trigger
Instant
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- TitleRequired
- Board IDRequired
- Stage IDRequired
- Contact IDs
- Property IDs
Action
Write
- TextRequired
- Deal IDRequired
Action
Write
- Deal IDRequired
- Title
- Stage ID
Action
Write
- Name
Action
Search
- Name
Action
Search
- ID
- County ID
- APN / Address
- Campaign Code
Action
Search
- 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

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

Similar apps

About REI Pebble

Streamline & simplify your land Investing with REI Pebble.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

ClickUp + REI Pebble

Create new tasks in ClickUp when deals are sent in REI Pebble

Contact Created

Deal Created

Deal Updated

Property Created

Property Purchased

Property Tagged

Create a Contact

Create a Property

Update a Contact

Update a Property

Find a Contact

Find a Deal

Find a Stage

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

Contact Updated

Deal Moved

Document Created

Property Offer Created

Property Sold

Property Updated

Create a Deal

Create a Note

Update a Deal

Find a Board

Find a County

Find a Property

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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Asana

Todoist

About REI Pebble

Related categories

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Zapier Interfaces