Clientjoy
ClickUp
zapier

An automated workflow using zapier

Connects Clientjoy + ClickUp

Create ClickUp folders for new Clientjoy customers

About this workflow template

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.

Clientjoy and ClickUp can also be integrated using automation tools other than zapier:

Diagram

Create ClickUp folders for new Clientjoy customers
Workflow diagram: Clientjoy + ClickUp integration

How it works?

When this trigger fires in Clientjoy

Clientjoy

New Client Is Added in Clientjoy

Triggers when a new client is added in Clientjoy

Then this action happens in ClickUp

ClickUp

Create Folder in ClickUp

Creates a new folder

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create ClickUp folders for new Clientjoy customers.

Part I

Configure Applications

First, we need to connect Clientjoy and ClickUp to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Clientjoy to Zapier.

    Connect Clientjoy to Zapier.

    Give Zapier access to your Clientjoy account, using Clientjoy credentials.

  • Connect ClickUp to Zapier.

    Connect ClickUp to Zapier.

    Give Zapier access to your ClickUp account, using ClickUp credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Clientjoy

    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

    Then set up an Action for ClickUp

    Choose this action: Create Folder (Creates a new folder).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Clientjoy and ClickUp.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • ClickUp

    New task

    Triggers when tasks are added.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • ClickUp

    Task changes

    Triggers when a task changes.

    zapier
    triggerbyzapier
  • ClickUp

    Watch tasks

    Triggers when a task or subtask is created or updated.

    integromat
    triggerbyintegromat
  • ClickUp

    New task (instant)

    Triggers instantly when a new task is created

    pabbly-connectpipedream
    triggerbypabbly-connectpipedream
  • ClickUp

    New folder (instant)

    New folder (instant)

    pipedream
    triggerbypipedream
  • ClickUp

    New list (instant)

    New list (instant)

    pipedream
    triggerbypipedream
  • Clientjoy

    Create lead

    Create a new Lead in your Clientjoy's Sales Pipeline.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Clientjoy

    Add a new activity (todo, meeting, event, etc.)

    Creates a new activity on your Clientjoy Calendar.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Clientjoy

    Create proposal

    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.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Clientjoy

    Create client

    Creates a new Client in your Clientjoy workspace

    zapier
    actionbyzapier
  • Clientjoy

    Create invoice

    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.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Clientjoy

    Update client

    Update the information of Client

    zapier
    actionbyzapier

Apps you need

ClickUp

ClickUp

Project Management

A Comprehensive Productivity and Project Management Tool

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.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.