Integrate ClickUp with ServiceM8
Send information between ClickUp and ServiceM8 automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ClickUp and ServiceM8 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Folder updated
Triggers when any detail of an existing folder is updated
Time entry created
Triggers when a new time entry is created
List created
Triggers when a new list is created
Folder created
Triggers when a new folder is created
List updated
Triggers when any detail of an existing list is updated
Task moved
Triggers when a task is moved in the selected space
Task created
Triggers when a new task is created
Task updated
Triggers when any detail of a task in the selected space is updated
Task status updated
Triggers when the status of a task in the selected space is updated
Material created
Triggers when a new material is created
Contact created or updated
Triggers when a contact is created or updated
Job created or updated
Triggers when a job is created or updated
Material created or updated
Triggers when new material is created or updated
Job queued
Triggers when a job is assigned to or removed from a queue
Form completed
Triggers when the specified form is completed
Client created or updated
Triggers when a client is created or updated
All Actions - Actions are the automated tasks
Create task
Creates a new task under the selected list
Create subtask
Creates a new subtask under the specified task
Add comment
Adds a comment to the specified task
Create folder
Creates a new folder
Create list
Creates a new list
Create task using template
Creates a new task using an existing template
Create checklist
Creates a checklist for the specified task
Update task
Updates the details of the specified task
Update list
Updates the details of the specified list
Update task custom field
Updates the value of a custom field in an existing task
Fetch task
Fetches the details of an existing task by ID and custom fields
Create material
Creates a new material
Create job activity
Creates a new job activity
Create contact
Creates a new contact
Create client
Creates a new client
Create task
Creates a new task
Create job
Creates a new job
Create job material
Creates a new job material
Add note
Creates a new note
Update material
Updates the details of an existing material
Update client
Updates the details of an existing client
Update contact
Updates the details of an existing contact by their UUID
Update job
Updates the details of an existing job
Fetch contact
Fetches the details of an existing contact using their email address or ID or phone number
Fetch material using name
Fetches the details of an existing material using name
Fetch client
Fetches the details of an existing client using their ABN number or ID or name
Fetch material using item number
Fetches the details of an existing material using item number
Fetch job contact
Fetches the details of an existing job contact using their email address, ID, phone number, or mobile number
What is ClickUp?
ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.
What is ServiceM8?
ServiceM8 is a cloud-based field service management solution that lets you track staff locations, navigate to jobs, manage your estimates and invoices, and more.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
