ClickUp + Time To Pet

Create new lists in ClickUp for every new client added in Time To Pet

Manage your client list more effectively by linking your Time To Pet and ClickUp apps. With this workflow, whenever a new client is added in Time To Pet, a corresponding list will be created in ClickUp. This helps in systematically organizing your client details for better service delivery and follow-up processes. Enjoy seamless management and improved productivity with this automation process.

When this happens...
New Client Created
Triggers when a new client is created in Time To Pet.
TriggerInstant
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Create List
Triggers when new lists are created.
ActionWrite

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Supported triggers and actions

New Client Created
Triggers when a new client is created in Time To Pet.
Trigger
Instant
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New Staff Created
Triggers when a new Staff is added in your account.
Trigger
Instant
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Staff Created or Updated
Triggers when a staff is created or updated.
Trigger
Instant
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- Reaction(s)
- WorkspaceRequired
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Instant
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- WorkspaceRequired
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Instant
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- WorkspaceRequired
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Instant
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- Reaction(s)
- WorkspaceRequired
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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

New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
Trigger
Instant
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Client Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
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