Create ClickUp tasks from new opportunities in SalesForce

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Apps used in template

Salesforce

ClickUp

About

Every time a new opportunity is created in SalesForce, Make will automatically create a new task in a ClickUp list of your choice.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Add Tag to a Task

Adds tag to a task.

Action

Add Tracked Time

Adds time tracked to a task.

Action

Add a Dependency

Adds a dependency to a task.

Action

Complete/Abort a Job

Completes or aborts a job.

Action

Create a Checklist

Adds new checklist to a specific task.

Action

Create a Checklist Item

Creates an item in a checklist.

Action

Create a Folder

Creates new folder for specific space.

Action

Create a Folderless List

Creates a folderless list.

Action

Create a Goal

Creates new workspace goal.

Action

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