ClickUp + Insightly

Create tasks in ClickUp for new records in Insightly

Enhance your task management process with this workflow that connects Insightly and ClickUp. When there is a new record in Insightly, it instantly forms a task in ClickUp. This not only ensures that all your important data are systematically organized but also empowers your team to keep track of assignments and enhance productivity. Take the chore out of manual entries and seamlessly manage your tasks today using this efficient workflow.

Enhance your task management process with this workflow that connects Insightly and ClickUp. When there is a new record in Insightly, it instantly forms a task in ClickUp. This not only ensures that all your important data are systematically organized but also empowers your team to keep track of assignments and enhance productivity. Take the chore out of manual entries and seamlessly manage your tasks today using this efficient workflow.

  1. When this happens...
    InsightlyInsightly
    New Record

    Triggers when a new record is created.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • WorkspaceRequired

    Trigger
    Instant
    Try It
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clickup logo

About ClickUp

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

  • Project Management

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insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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