ClickUp + fieldd
Create tasks in ClickUp for new customers in fieldd
Start organizing your workflow efficiently with this automation that links Fieldd to ClickUp. Whenever you add a new customer in Fieldd, a corresponding task is created in ClickUp. This not only streamlines your operations but also ensures every new customer is promptly attended to. This integration allows you to focus more on customer relationships than manual data entry.
Start organizing your workflow efficiently with this automation that links Fieldd to ClickUp. Whenever you add a new customer in Fieldd, a corresponding task is created in ClickUp. This not only streamlines your operations but also ensures every new customer is promptly attended to. This integration allows you to focus more on customer relationships than manual data entry.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Task
Creates a new task.
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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
