Integrate ClickUp with Zoho Sign

Send information between ClickUp and Zoho Sign automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate ClickUp and Zoho Sign 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

Folder created

Triggers when a new folder is created

Document declined

Triggers when a document is declined

Document sent

Triggers when a document is sent

Document completed

Triggers when a document is completed

Document signed

Triggers when a document is signed

Template created

Triggers when a new template is created

Document viewed

Triggers when a document is viewed

Document forwarded

Triggers when a document is forwarded

Document expired

Triggers when a document has expired

Document recalled

Triggers when a document is recalled

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

Send document

Populates a document based on a template and sends it to the specified recipients

Create folder

Creates a new folder

Send request by email

Sends a request to the specified email address

Draft document

Populates a document based on a template

Change request owner

Changes the owner of the specified request

Update document

Updates the details of an existing document based on ID

Fetch template

Fetches the details of an existing template by name or ID

Fetch recipient

Fetches the details of a document's recipient by email address

Fetch document

Fetches the details of an existing document by ID

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.

Project Management

What is Zoho Sign?

Zoho Sign is digital signature software for business. You can send documents, receive notification about document status, and set reminders in accordance with the document expiry date.

Signature Zoho

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.

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Toto

Technical Engineer, Master Liveaboards

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