Integrate ClickUp with Zoho Contracts

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

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Supported triggers and actions

Integrate ClickUp and Zoho Contracts using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task created

Triggers when a new task 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

Folder created

Triggers when a new folder is created

List created

Triggers when a new list is created

Time entry created

Triggers when a new time entry is created

Folder updated

Triggers when any detail of an existing folder is updated

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

Contract signed

Triggers when a contract is signed

Overdue obligation

Triggers when an obligation is overdue

Contract expired

Triggers when a contract is expired

Counterparty created

Triggers when a new counterparty is created

Contract created

Triggers when a new contract is created

Contract status updated

Triggers when a contract status is updated

Obligation created

Triggers when an obligation is created in a contract

Counterparty contact created

Triggers when a new counterparty contact is created

Obligation status updated

Triggers when an obligation status is updated

Contract state moved to active

Triggers when the state of the contract is moved to active

All Actions - Actions are the automated tasks

Add comment

Adds a comment to the specified task

Create task using template

Creates a new task using an existing template

Create task

Creates a new task under the selected list

Create folder

Creates a new folder

Create checklist

Creates a checklist for the specified task

Create subtask

Creates a new subtask under the specified task

Create list

Creates a new list

Update list

Updates the details of the specified list

Update task

Updates the details of the specified task

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

Create obligation

Creates a new obligation in the specified contract

Create contract

Creates a new contract

Create counterparty contact

Creates a new counterparty contact

Create counterparty

Creates a new counterparty

Transfer contract ownership

Transfers ownership of an existing contract

Update counterparty

Updates the details of an existing counterparty

Fetch counterparty

Fetches the details of an existing counterparty by name or organization API name

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 Contracts?

Zoho Contracts is a feature-rich contract lifecycle management (CLM) platform that lets you streamline your contract processes and achieve compliance at scale with reduced costs.

Signature Zoho

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Webhook triggers

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Custom functions

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