Create a ClickUp task from a new Salesforce opportunity and send a Slack notification
Apps used in template
About
Use this template to automatically create a ClickUp task and send a Slack notification when a new Salesforce opportunity is created.
Trusted by thousands of fast-scaling organizations around the globe
Similar templates for inspiration
Looking to get more out of your apps? With Make, you can visually integrate any app into any workflow to save time and resources - no coding required. Try any of these templates in just a few clicks.
Save time by automatically generating completions to any topic, for example, SEO keywords from your content topics. Learn more
When a Slack message is sent in a specified channel, the scenario checks the Google sheet with addresses. If it’s already there, it does nothing. But if it’s not there, the scenario adds the new email to the list. More information here.
Every time a new message is posted on your Discord channel, Make will automatically add that message to your Google Sheets spreadsheet as a new row. 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.
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.
FAQ
How Make works
Thousands of fast-scaling businesses create and automate on Make