Apotheo + ClickUp

Create new tasks in ClickUp when applications are received in Apotheo

Boost your efficiency with this Apotheo to ClickUp workflow. Upon receiving a new application in Apotheo, the workflow initiates a task in ClickUp, eliminating the need for manual data entry and cross-platform referencing. This swift process ensures you promptly manage each application, increasing your overall productivity.

When this happens...
Application Received
Triggers when an application form is received.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Application Accepted
Triggers when an application is accepted
Trigger
Instant
Try It
Application Moved to Pending
Triggers when application is moved to pending
Trigger
Instant
Try It
Client Added
Triggers when a new client's account is created.
Trigger
Instant
Try It
Client Deleted
Triggers when a client is deleted.
Trigger
Instant
Try It
Client Paused
Triggers when client's subscription is paused
Trigger
Instant
Try It

Client Restored
Triggers when client is restored from archived.
Trigger
Instant
Try It
Service Changed
Triggers when client's service has changed.
Trigger
Instant
Try It

Signup Submitted
Triggers when client submits their signup form.
Trigger
Instant
Try It
Client Subscription Cancelled
Triggers when client subscription is cancelled
Trigger
Instant
Try It
- First NameRequired
- Last Name
- EmailRequired
- Client TypeRequired
- Client Fee TypeRequired
- Signup WizardRequired
- CoachRequired
- Paid Until Date
- Stripe Customer ID
Action
Write
- Client EmailRequired
Action
Write
- Client EmailRequired
- MessageRequired
Action
Write
- Client EmailRequired
Action
Search
- Reaction(s)
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- Reaction(s)
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- 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

Application Received
Triggers when an application form is received.
Trigger
Instant
Try It
Application Rejected
Triggers when application is rejected
Trigger
Instant
Try It
Client Archived
Triggers when client's account is archived.
Trigger
Instant
Try It
Client Assigned Start Date
Triggers when client is assigned their start date.
Trigger
Instant
Try It
Client Pricing Changed
Triggers when client's pricing is changed.
Trigger
Instant
Try It
Client Resumed
Triggers when client's subscription is resumed
Trigger
Instant
Try It
Check-In Submitted
Triggers when a client submits their check-in.
Trigger
Instant
Try It
First Payment
Triggers when a client submits their first payment.
Trigger
Instant
Try It
- Client EmailRequired
Action
Write
- Client EmailRequired
- Pause until
Action
Write
- Client EmailRequired
Action
Write
- Client EmailRequired
- Paid UntilRequired
Action
Write
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- 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

About Apotheo

Apotheo is a client management tool for evidence based nutrition coaches.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Similar apps

Apotheo + ClickUp

Create new tasks in ClickUp when applications are received in Apotheo

Application Accepted

Application Moved to Pending

Client Added

Client Deleted

Client Paused

Client Restored

Service Changed

Signup Submitted

Client Subscription Cancelled

Create Client

Restore Client

Send Message

Find Client

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

Application Received

Application Rejected

Client Archived

Client Assigned Start Date

Client Pricing Changed

Client Resumed

Check-In Submitted

First Payment

Archive Client

Pause Client

Resume Client

Update Paid Until

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

About Apotheo

Related categories

Similar apps

Zapier Interfaces

About ClickUp

Related categories

Similar apps

Trello

Asana

Todoist