Connect ClickUp and ACT! 365 to Build Intelligent Automations

Choose a Trigger

ClickUp

When this happens...

Choose an Action

ACT! 365

Automatically do this!

Enable Integrations or automations with these events of ClickUp and ACT! 365

Enable Integrations or automations with these events of ClickUp and ACT! 365

Triggers

New Folder

New Folder

Triggers when a new folder is created.

New List

New List

Triggers when a new list is created.

New Task

New Task

Triggers when a new task is created.

Task Updated

Task Updated

Triggers when a task is updated.

Request a new Trigger for ClickUp

Actions

Get all Lists

Get all Lists

Get all lists in a folder

Get all Teams

Get all Teams

Get a list of all teams

Get all Spaces

Get all Spaces

Get a list of all spaces

Get all Tasks

Get all Tasks

Get a list of all tasks

Get all Folders

Get all Folders

Get a list of all folders

Create Task

Create Task

Create a new task in a specified ClickUp list and set details such as title, description, assignees, tags, status, priority, start/due dates, and watchers.

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Frequently Asked Questions

How do I start an integration between ClickUp and ACT! 365?

To start, connect both your ClickUp and ACT! 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in ClickUp triggers actions in ACT! 365 (or vice versa).

Can we customize how data from ClickUp is recorded in ACT! 365?

Absolutely. You can customize how ClickUp data is recorded in ACT! 365. This includes choosing which data fields go into which fields of ACT! 365, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ClickUp and ACT! 365?

The data sync between ClickUp and ACT! 365 typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ClickUp to ACT! 365?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ClickUp and ACT! 365?

Yes, you can set conditional logic to control the flow of data between ClickUp and ACT! 365. 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.

ClickUp

About ClickUp

Plan, track, and manage any type of work with project management that flexes to your team's needs.

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ACT! 365

About ACT! 365

Act! 365 puts essential sales and marketing tools in your hands to close more deals, find new leads, and grow your business. The perfect Microsoft® Office 365 companion, stay productive from your inbox, the app—or wherever work takes you.

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