Create new tasks in ClickUp for every new client created in Jobber
This workflow activates when a new client is established in your Jobber application, and in turn, initiates a task creation in your ClickUp application. It streamlines your client onboarding process by systematically setting up an associated task anytime you acquire a new client. Ultimately, this integration helps you maintain a structured workflow and enhances your productivity by eliminating manual effort.
This workflow activates when a new client is established in your Jobber application, and in turn, initiates a task creation in your ClickUp application. It streamlines your client onboarding process by systematically setting up an associated task anytime you acquire a new client. Ultimately, this integration helps you maintain a structured workflow and enhances your productivity by eliminating manual effort.
- When this happens...New Client Created
Triggers when a client is created.
- automatically do this!Create Task
Creates a new task.
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