Integrate Teamwork CRM with ClickUp
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Supported triggers and actions
Integrate Teamwork CRM and ClickUp using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal is created
Company updated
Triggers when a company is updated
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
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
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create company
Creates a new company
Create contact
Creates a new contact
Create note
Creates a new note
Create product
Creates a new product
Create lost reason
Creates a new lost reason
Fetch company
Fetches the details of an existing company
Fetch product
Fetches the details of an existing product
Fetch contact
Fetches the details of an existing contact
Fetch deal
Fetches the details of an existing deal
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
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
Similar apps
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.
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