This automation scenario allows you to connect Clientjoy and ClickUp
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Clientjoy and ClickUp can also be integrated using automation tools other than zapier:
When this trigger fires in Clientjoy
Triggers when a new client is added in Clientjoy
Then this action happens in ClickUp
Creates a new folder
This guide contains information on how to set up an automatic workflow that allows to Create ClickUp folders for new Clientjoy customers.
Part I
First, we need to connect Clientjoy and ClickUp to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Clientjoy to Zapier.
Give Zapier access to your Clientjoy account, using Clientjoy credentials.
Connect ClickUp to Zapier.
Give Zapier access to your ClickUp account, using ClickUp credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Clientjoy
Choose the following trigger: New Client Is Added (Triggers when a new client is added in Clientjoy).
Then set up an Action for ClickUp
Choose this action: Create Folder (Creates a new folder).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Clientjoy and ClickUp.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create ClickUp folders for new Clientjoy customers!
Triggers when tasks are added.
Triggers when a task changes.
Triggers when a task or subtask is created or updated.
Triggers instantly when a new task is created
New folder (instant)
New list (instant)
Create a new Lead in your Clientjoy's Sales Pipeline.
Creates a new activity on your Clientjoy Calendar.
Creates a new Proposal from the templates. You can choose to auto send the Proposal on creation. PLEASE NOTE: If the recipient is not present in Clientjoy then we'll auto-create it as a new Lead.
Creates a new Client in your Clientjoy workspace
Creates a new Invoice. You can choose to auto send the Invoice on creation. PLEASE NOTE: If the recipient is not present in Clientjoy then we'll auto-create it as a new client.
Update the information of Client
ClickUp is a highly-rated, cloud-based project management tool that consolidates tasks, docs, chat, and goals into a single, customizable platform. Used by top companies like Airbnb, Google, and Uber, it's perfect for anyone looking to simplify their workload.
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