ClickUp + Truss

Create tasks in ClickUp for every new project in Truss

Create a seamless workflow between Truss and ClickUp with this automation. When a new project is started in Truss, a corresponding task will be created in ClickUp. This ensures that every project in Truss has an associated task in ClickUp, keeping your project management streamlined and efficient.

When this happens...
New Project Created
Triggers when a new project is created.
TriggerInstant
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Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

New Task
Triggers when add new Task to a porject.
Trigger
Instant
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Contact Modified
Triggers when a contact info is changed.
Trigger
Instant
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New File Upload
Triggers when a new file is uploaded to the Webapp.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Project Created
Triggers when a new project is created.
Trigger
Instant
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Project Ready
Trigger when client finish all tasks
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Instant
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Project Task Modified
Triggers when a project task is modified.
Trigger
Instant
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- Project IDRequired
- Entity IDRequired
Action
Write
Get All Firm User
Get all the user from firm
Action
Write
- Project IDRequired
- Contact IDRequired
Action
Write
- Entity NameRequired
- Entity TypeRequired
- EIN
- Client ID Number
- State Corp ID
- Secretary of State ID
- IP Pin
Action
Write
- Contact IDRequired
Action
Write
- User IDRequired
- Project NameRequired
- Contact ID
Action
Write
- Project IDRequired
Action
Search
- Project IDRequired
Action
Search
- 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 Contact Linked to Entity
Trigger when a new contact is linked to Entity
Trigger
Instant
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New Entity
Trigger when a new entity is created
Trigger
Instant
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New Comment
Triggers when a new comment is added to a task.
Trigger
Instant
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New Project Linked to Entity
Trigger when a new project is linked to entity
Trigger
Instant
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Project Modified
Triggers when a project is modified.
Trigger
Instant
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Project Status Change
Triggers when the project status change
Trigger
Instant
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- Contact IDRequired
- Entity IDRequired
Action
Write
Get All Projects in Firm
Get all projects in your firm
Action
Write
- Project IDRequired
- Project Status IDRequired
Action
Write
- First NameRequired
- Last NameRequired
- Client ID Number
- EmailRequired
- Phone Number
- Contact Street Address
- Contact City
- Contact State
- Contact Zip
- Tag
Action
Write
- Group Template IDRequired
- Project IDRequired
Action
Write
- Entity IDRequired
Action
Write
- Project IDRequired
- Project Name
- Metadata
Action
Write
- Project IDRequired
- Task IDRequired
Action
Search
- IDRequired
Action
Search
- 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

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn more

Related categories

Project Management

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About Truss

Shockingly simple file collection via the Truss web application. Simple, Secure, Sorted.

Related categories

Documents

ClickUp + Truss

Create tasks in ClickUp for every new project in Truss

New Task

Contact Modified

New File Upload

New Contact

New Project Created

Project Ready

Project Task Modified

Add Project to Entity

Get All Firm User

Create Assignee by Contact ID

Create Entity

Get Contact by ID

Create New Project by User Id

Get All Tasks in Project

Get Project by ID

New Message Posted to Channel

New Comment on a Task

New List

New Attachment Added to Task

Task Changes

Archive or Delete Task

Send Direct Message

Create New Document

Create Space

Create Folder

Post a Task Comment

Post Attachment

Create Task

Update Custom Field Value

Update Task

Find Custom Fields

Find a List of All Tasks

Find User by Name or Email

New Contact Linked to Entity

New Entity

New Comment

New Project Linked to Entity

Project Modified

Project Status Change

Add Contact to Entity

Get All Projects in Firm

Change Project Status

Create Contact

Create Tasks From Group Template

Get Entity by ID

Update Project Name or Metadata

Get One Task From Project

Get User by ID

New Reaction Added to Chat Message

New Folder

New Task

New Reaction Added to Task Comment

New Time Entry

New Checklist

Send Chat Message to Channel

Create New Document Page

Create Custom Field

Create List

Time Tracked

Create Subtask

Update Access for the Task

Edit Document Page

API Request (Beta)

Find the Most Recent Task

Find Task by ID

Find Documents

About ClickUp

Related categories

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About Truss

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