Create ClickUp tasks from new Initiative CRM contacts

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Apps used in template

Initiative CRM

ClickUp

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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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

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

Create a List

Creates new list for specific folder.

Action

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