Integrate ClickUp with Lead Liaison
Send information between ClickUp and Lead Liaison automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ClickUp and Lead Liaison using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task moved
Triggers when a task is moved in the selected space
Time entry created
Triggers when a new time entry is created
Task created
Triggers when a new task is created
Folder created
Triggers when a new folder is created
Folder updated
Triggers when any detail of an existing folder is updated
List updated
Triggers when any detail of an existing list is updated
List created
Triggers when a new list is created
Task status updated
Triggers when the status of a task in the selected space is updated
Task updated
Triggers when any detail of a task in the selected space is updated
New prospect
Triggers when a new prospect is created
New form submission
Triggers when there is a new submission for the selected form
New email
Triggers when a new email is sent
All Actions - Actions are the automated tasks
Create task using template
Creates a new task using an existing template
Create checklist
Creates a checklist for the specified task
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
Update task
Updates the details of the specified task
Update list
Updates the details of the specified list
Update task custom field
Updates the details of an existing task custom field
Fetch task
Fetches the details of an existing task by ID and custom fields
Add prospect to list
Adds a prospect to the selected list
Create prospect
Creates a new prospect
Update prospect
Updates the details of an existing prospect
Fetch prospect - By email
Fetches the details of an existing prospect by email address
Fetch prospect - By ID
Fetches the details of an existing prospect by ID
Remove prospect from list
Removes a prospect from the selected list
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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What is Lead Liaison?
Lead Liaison is a marketing automation and lead management tool. You can track website visitors, personalize website experiences, and assign lead ownership through custom criteria.
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