Integrate LionDesk with ClickUp

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Set up tasks in ClickUp when new tasks are initiated in LionDesk

Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in ClickUp whenever a new task is initiated in LionDesk.

How it works
  1. The flow triggers when a new task is created in LionDesk.
  2. Zoho Flow creates a new task under the selected list in ClickUp.
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Set up tasks in ClickUp when new tasks are initiated in LionDesk

LionDesk + ClickUp

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Supported triggers and actions

Integrate LionDesk and ClickUp using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New user

Triggers when a new user is added

New task

Triggers when a new task is created

New event

Triggers when a new event is created

New contact

Triggers when a new contact is created

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

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create contact

Creates a new contact

Create event

Creates a new event

Fetch contact

Fetches an existing contact

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

What is LionDesk?

LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.

CRM

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

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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Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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