Create ClickUp tasks from new opportunities in SalesForce
About
Every time a new opportunity is created in SalesForce, Make will automatically create a new task in a ClickUp list of your choice.
Apps Included
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Every time a new deal is created in Pipedrive, Make will automatically add that deal to a new row in a Google Sheets spreadsheet. The template uses this example spreadsheet.
Every time a new task is created in ClickUp, Make will automatically add that task's info to a new row in your Google Sheets. The template uses this example spreadsheet.
Every time you add a new row to your Google Sheets spreadsheet, Make will automatically create a new task in ClickUp. The template uses this example spreadsheet.
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.
Adds tag to a task.
Adds time tracked to a task.
Adds a dependency to a task.
Completes or aborts a job.
Adds new checklist to a specific task.
Creates an item in a checklist.
Creates new folder for specific space.
Creates a folderless list.
Creates new workspace goal.
FAQ