Affinity + ClickUp

Create tasks in ClickUp from new opportunities in Affinity

This workflow springs into action when a New Opportunity arises in your Affinity platform. Leveraging this automation, you can effortlessly create a corresponding task in ClickUp, ensuring a streamlined operation. As a result, you can efficiently manage projects and stay on top of new business opportunities. Perfect for professionals who aim for precision and productivity in their business tracking.

When this happens...
New Opportunity
Triggers when a new opportunity is added.
TriggerPolling
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

New Organization
Triggers when a new organization is added.
Trigger
Polling
Try It
- ListRequired
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is added.
Trigger
Polling
Try It
- OrganizationRequired
Action
Write
- PersonRequired
Action
Write

- ListRequired
Action
Write
- NameRequired
Action
Write

Update an Entity
Update the global or list fields of a person, organization, or opportunity.
Action
Write
- ListRequired
Action
Search
- Search TermRequired
Action
Search
- IdRequired
Action
Search
- Search TermRequired
- NameRequired
- Domain
Action
Search or write
- Search TermRequired
- NameRequired
Action
Search or write
- 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

- ListRequired
Trigger
Polling
Try It
New List
Triggers when a new list is added.
Trigger
Polling
Try It
New Person
Triggers when a new person is added.
Trigger
Polling
Try It
- OpportunityRequired
Action
Write
- NameRequired
- Domain
Action
Write
- Person
- Organization
- Opportunity
- Content
- Gmail ID
- Creator
Action
Write
- Full NameRequired
- Email Address
Action
Write
- Search TermRequired
Action
Search
- Search TermRequired
Action
Search
- IdRequired
Action
Search
- IdRequired
Action
Search
- ListRequired
Action
Search or write
- Search TermRequired
- Full NameRequired
- Email Address
Action
Search or write
- 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