ClickUp + Membrain

Create new Membrain sales projects from new tasks in ClickUp

Whenever a new task crops up in ClickUp, this workflow promptly sets up a sales project in Membrain. This immediate reaction aligns your task management with your sales process, ensuring nothing slips through the cracks and urging productivity. By extracting information from new tasks and instantaneously creating sales projects, this workflow acts as a 24/7 project assistant, keeping your sales efforts structured and on track.

When this happens...
New Task
Triggers when tasks are added.
TriggerInstant
automatically do this!
Create Sales Project
Creates a new sales project.
ActionWrite

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Supported triggers and actions

- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Action
Write
- Message TextRequired
- Include a link to this Zap?
Action
Write

- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
Action
Write
- Task IdRequired
Action
Write
- WorkspaceRequired
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
- WorkspaceRequired
- FieldRequired
- ValueRequired
- Include all shared items?
Action
Search
- Please select one or more Activity Types
Trigger
Polling
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- Please select one or more Prospecting Campaigns
Trigger
Polling
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- Please select one or more Campaign StagesRequired
Trigger
Polling
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- Please select one or more sales processes
Trigger
Polling
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- Please select one or more Process StagesRequired
Trigger
Polling
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- Activity Type
- Company NameRequired
- ContentsRequired
- Prospect Name
- Sales Project Name
- Organizer Name
- Contact Name
Action
Write
- Company NameRequired
- Contact NameRequired
Action
Write
- Campaign NameRequired
- Company NameRequired
- Contact Name
- Owner Name
Action
Write

- Reaction(s)
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- Reaction(s)
- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- Thread
- Include a link to this Zap?
Action
Write
- DocumentRequired
- Name
- Content
- Subtitle
Action
Write
- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- WorkspaceRequired
Action
Write
- Name
- Subtitle
- DocumentRequired
- PageRequired
- Content
- Content edit mode
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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
- WorkspaceRequired
- Space
- Folder
- List
- Document nameRequired
- Name match condition
- Include archived documents?
Action
Search
Content Hub Item Created
Triggers when a Content Hub Item Created.
Trigger
Polling
Try It
- Please select one or more Prospecting Campaigns
Trigger
Polling
Try It
- Please select one or more Prospecting Campaigns
Trigger
Polling
Try It
- Please select one or more sales processes
Trigger
Polling
Try It
- Please select one or more sales processes
Trigger
Polling
Try It
- Company NameRequired
Action
Write
- TypeRequired
- ContentTypeRequired
- Name
- Link
- File
Action
Write
- Process NameRequired
- Opportunity NameRequired
- Company NameRequired
- Owner NameRequired
- Value
- Value Currency
- Estimated Closing Date
Action
Write