ClickUp + Holded

ClickUp + Holded integrations

Create new events in Holded for every new task in ClickUp

Enhance your project management efficiency with this streamlined workflow. When a new task is created in ClickUp, it triggers a corresponding event in Holded immediately, assuring all vital tasks are organized swiftly and effectively. This process eliminates manual scheduling, ensuring no crucial task is overlooked. Benefit from a holistic and efficient approach for managing your projects and tasks.

When this happens...
New TaskTriggers when tasks are added.
TriggerInstant
automatically do this!
Create EventCreates a CRM Event in Holded
ActionWrite

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More things you can do with ClickUp and Holded

Discover other triggers and actions you can use with ClickUp and Holded

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It

- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write

- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
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
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search
New Contact
Triggers when a new contact is created
Trigger
Polling
Try It
New Sales Invoice
Triggers when a new sales invoice is created
Trigger
Polling
Try It
New Sales Order
Triggers when a new sales order is created
Trigger
Polling
Try It
- Contact Name
  Required
- Contact Code
- Contact Relationship
- Contact type
- Contact Email
- Phone Number
- Mobile Phone
- Website
- Address
- City
- Postal Code
- Province
- Country
- IBAN
- Swift
- Sepa Reference
- Note
- Currency
- Language
- Tags
Action
Write
- Sales Funnel
- Contact
- Deal Name
- Deal Value
- Deal Potential
- Due Date
Action
Write
- Name
- Contact Name
- Start
- Location
Action
Write
- Bank
- Contact
- Amount
  Required
- Description
- Date
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Date
  Required
- Notes
- Document Number
- Name
- Units
- Subtotal
- Discount
- Tax Rate (%)
- Taxes
- Currency
- Due Date
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Date
  Required
- Notes
- Sales Channel
- Document Number
- Name
- Units
- SKU
- Service ID
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Currency
- Due Date
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country Code
- Description
- Notes
- Receipt Date
  Required
- Name
- Units
- SKU
- Service ID
- Subtotal
- Discount (%)
- Tax (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Receipt Number
- Currency
- Due Date
- Warehouse
- Sales Channel
- Tags
Action
Write
- Document ID
  Required
- Payment Date
  Required
- Payment Amount
  Required
- Treasury
Action
Write
- Document ID
  Required
- Recipient Email
  Required
- Subject
  Required
- Message
  Required
Action
Write
- Contact Name
- Contact Email
- Contact Code
- Contact ID
Action
Search

- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search
New Deal
Triggers when a new CRM Deal is created
Trigger
Polling
Try It
New Purchase Invoice
Triggers when a new Purchase invoice is created
Trigger
Polling
Try It
New Sales Receipt
Triggers when a new sales receipt has been created
Trigger
Polling
Try It
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Notes
- Date
  Required
- Name
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Document Number
- Currency
- Tags
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Send Invite
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Notes
- Invoice Date
  Required
- Name
- Units
- SKU
- Subtotal
- Discount (%)
- Tax Rate (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Invoice Number
- Currency
- Due Date
- Warehouse
- Sales Channel
- Numbering Series
- Tags
Action
Write
- Product Name
  Required
- Description
- Price
- Tax (%)
- Cost
- Barcode
- SKU
- Weight (kg)
- Stock
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Document Date
  Required
- Notes
- Warehouse
- Sales Channel
- Name
- Units
- SKU
- Subtotal
- Tax Rate (%)
- Discount (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Document Number
- Currency
- Due Date
- Shipping Address
- Shipping Postal Code
- Shipping City
- Shipping Province
- Shipping Country
- Tags
Action
Write
- Contact ID
- Contact Code
- Contact Name
- Contact Email
- Contact Address
- Contact City
- Contact Postal Code
- Contact Province
- Contact Country
- Contact Country Code
- Description
- Date
  Required
- Notes
- Warehouse
- Name
- Units
- SKU
- Subtotal
- Tax Rate (%)
- Discount (%)
- Taxes
- Shipping Cost
- Shipping Tax
- Document Number
- Currency
- Due Date
- Shipping Address
- Shipping Postal Code
- Shipping City
- Shipping Province
- Shipping Country
- Sales Channel
- Tags
Action
Write
- Document ID
  Required
- Payment Date
  Required
- Payment Amount
  Required
- Treasury
Action
Write
- Document ID
  Required
- Recipient Email
  Required
- Subject
  Required
- Message
  Required
Action
Write
- Contact ID
  Required
- Name
- Contact Code
- Trade Name
- Email
- Mobile Phone
- Phone
- IBAN
- SWIFT
- Sepa Reference
- Sepa Date
- Address
- Citry
- Postal Code
- Province
- Country
- Country Code
Action
Write
- Contact Name
  Required
- Contact Email
- Contact Code
- Contact ID
- Contact Relationship
- Contact type
- Phone Number
- Mobile Phone
- Website
- Address
- City
- Postal Code
- Province
- Country
- IBAN
- Swift
- Sepa Reference
- Note
- Currency
- Language
- Tags
Action
Search or write

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn moreLearn moreHelpHelp

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Project Management

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About Holded

The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create new Holded events when tasks update in ClickUp

Create new tasks in ClickUp for every new sales order in Holded