ClickUp + fieldd
Create tasks in ClickUp for new bookings in fieldd
Stay on top of all your bookings with this handy process. Every time a new booking is made in fieldd, a related task is instantly established in ClickUp. This system promotes effective order management, coordinating every task linked with bookings for seamless tracking and fulfillment.
Stay on top of all your bookings with this handy process. Every time a new booking is made in fieldd, a related task is instantly established in ClickUp. This system promotes effective order management, coordinating every task linked with bookings for seamless tracking and fulfillment.
- When this happens...New Booking
Triggers when a new job is booked.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
Mark Invoice Paid
Triggers when an invoice is marked paid.
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Lead
Triggers when a new lead is created.
Try ItNew Quote
Triggers when a new quote is created.
Try It
New Booking
Triggers when a new job is booked.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItNew Payment
Triggers for every payment transaction including partial payments, payment status and external payment details.
Try ItNew Sales Receipt
Triggers when a job or invoice is completed and final payment/receipt is processed.
Try It
