Create ClickUp tasks from new Initiative CRM contacts
Apps used in template
About
This template periodically checks for new contacts in Initiative CRM and uses the retrieved information to create new tasks in ClickUp.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
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The template is using this sample Google Sheets spreadsheet as a source of the data. You should make a copy of it before configuring the template.
The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template.
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.
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.
Creates new list for specific folder.
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