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Create a ClickUp task from a new Salesforce opportunity and send a Slack notification

Create a ClickUp task from a new Salesforce opportunity and send a Slack notification

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Use this template to automatically create a ClickUp task and send a Slack notification when a new Salesforce opportunity is created.

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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.

ClickUp
Add Tag to a Task

Adds tag to a task.

Action
ClickUp
Add Tracked Time

Adds time tracked to a task.

Action
ClickUp
Add a Dependency

Adds a dependency to a task.

Action
Flow Control
Array aggregator

Aggregator
Salesforce
Complete/Abort a Job

Completes or aborts a job.

Action
ClickUp
Create a Checklist

Adds new checklist to a specific task.

Action
ClickUp
Create a Checklist Item

Creates an item in a checklist.

Action
ClickUp
Create a Folder

Creates new folder for specific space.

Action
ClickUp
Create a Folderless List

Creates a folderless list.

Action

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Create a ClickUp task from a new Salesforce opportunity and send a Slack notification | Make