ClickUp + Ontraport
Create new subtasks in ClickUp when transactions with products are created in Ontraport
When a new transaction occurs with a specific product in Ontraport, set a workflow in motion to create a new subtask in ClickUp. This automation allows you to stay on top of your task management without manually transferring information across platforms. Streamline your process, save time, and ensure every task is tracked efficiently.
When a new transaction occurs with a specific product in Ontraport, set a workflow in motion to create a new subtask in ClickUp. This automation allows you to stay on top of your task management without manually transferring information across platforms. Streamline your process, save time, and ensure every task is tracked efficiently.
- When this happens...Transaction Created With Product
invoice object whenever specified product is purchased
- automatically do this!Create Subtask
Creates a new subtask
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New Contact
Triggers when a new contact is added to Ontraport.
Try ItProduct IdRequired
Try ItProduct IdRequired
Try ItEmail
Last Name
First Name
Address
City
State
Zip Code
Address Line 2
Country
Office Phone
SMS Number
Birthday
Title
Fax
Website
Company
First Campaign
First Content
First Lead Source
First Medium
First Term
Last Campaign
Last Content
Last Lead Source
Last Medium
Last Term
Facebook
Instagram
Twitter
Linkedin
Profile Image
Sequence
Tag
