BrokerEngine + ClickUp
Create tasks in ClickUp for new cards on BrokerEngine board
Streamline your workflow efficiently with this pre-set automation between BrokerEngine and ClickUp. Now, whenever a new card is added on your BrokerEngine board, a corresponding task will be created in ClickUp instantly. This ensures that important tasks don't slip through the cracks and allows you to focus on what matters the most – growing your business. Boost your productivity with this seamless integration.
Streamline your workflow efficiently with this pre-set automation between BrokerEngine and ClickUp. Now, whenever a new card is added on your BrokerEngine board, a corresponding task will be created in ClickUp instantly. This ensures that important tasks don't slip through the cracks and allows you to focus on what matters the most – growing your business. Boost your productivity with this seamless integration.
- When this happens...New Card on Board
Triggers when a new card on a specific board or regardless of board is created.
- automatically do this!Create Task
Creates a new task.
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Date Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItNew Deal Created
Triggers when a new deal is created.
Try ItNew Lead Created
Triggers when a new lead is created.
Try It
Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try ItNew Contact Created
Triggers when a new contact is created.
Try ItNew Financevault Document Request
Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.
Try ItSubscribed Tags
Try It
