
When this happens...
New Company
New Quotation
New Task
New Expense
New Invoice

Automatically do this!
Get all Lists
Get all Teams
Get all Spaces
Get all Tasks
Get all Folders
Create a Task or subtask
Get User Info
Create a List
Create a Folder
Update a Folder
Update a Task
Update a Space
Update a List
New Checklist
Find Tasks by Custom Fields
Find a Task by Task ID
Find a User by Name or Email
Get a Comment in a Task
Create Task Attachment
Delete a task
Archive or Delete Task
Create Custom Field
Update Custom field Value
Find Custom Field
Post a Task Comment
Time Tracked
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when New Company created.
Trugger when new Quotation is created.
Trigger when new Task created.
Triggers when a new Expense is created.
This action creates a new invoice.
Triggers when a new folder is created.
Action is the task that follows automatically within your Axonaut integrations.
Create a company in Axonaut via API
Create a Quotation
Create an Event
Create Task
Creates a product.
This action creates a new employee.

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To start, connect both your Axonaut and ClickUp accounts to viaSocket. Once connected, you can set up a workflow where an event in Axonaut triggers actions in ClickUp (or vice versa).
Absolutely. You can customize how Axonaut data is recorded in ClickUp. This includes choosing which data fields go into which fields of ClickUp, setting up custom formats, and filtering out unwanted information.
The data sync between Axonaut and ClickUp typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Axonaut and ClickUp. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.
Learn MorePlan, track, and manage any type of work with project management that flexes to your team's needs.
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