ClickUp + RepCard
Set new tasks in ClickUp when appointments are scheduled in RepCard
Stay organized and efficient with this automation that connects RepCard and ClickUp. Whenever an appointment is scheduled in your RepCard app, a new task will be instantly created in your ClickUp app. Experience seamless task management, ensuring you never miss out on any scheduled appointments, while saving time and improving productivity.
Stay organized and efficient with this automation that connects RepCard and ClickUp. Whenever an appointment is scheduled in your RepCard app, a new task will be instantly created in your ClickUp app. Experience seamless task management, ensuring you never miss out on any scheduled appointments, while saving time and improving productivity.
- When this happens...Appointment Set
Triggers when a new Appointment is created for any contact.
- automatically do this!Create Task
Creates a new task.
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- 14 day trial for premium features & apps
Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
