ClickUp + Talkadot

Manage new Talkadot booking leads by creating tasks in ClickUp

Streamline your task management process with this Talkadot to ClickUp workflow. When you receive a new booking lead in Talkadot, it will automatically create a task in ClickUp. This efficient automation ensures you’ll stay organized, saving time and preventing booking details from getting lost in the shuffle. Stay on top of your bookings and make sure every lead gets the attention it deserves.

When this happens...
New Booking Lead
Triggers when a new attendee record who indicates they want to book you is created.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

New Booking Lead
Triggers when a new attendee record who indicates they want to book you is created.
Trigger
Instant
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New Attendee
Triggers when a new attendee record with email address and other contact information is created.
Trigger
Instant
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- 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

New Email Opt In
Triggers when a new attendee record who indicates they want to be part of your mailing list is created.
Trigger
Instant
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New Referral Lead
Triggers when a new attendee record who indicates they want to refer you to someone is created.
Trigger
Instant
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- 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