Connect ClickUp and Customer.io to Build Intelligent Automations
Choose a Trigger
When this happens...
New Folder
New List
New Task
Task Updated
Choose an Action
Automatically do this!
List campaigns
Create manual segment
Delete a segment
Ready to use ClickUp and Customer.io automations
Explore more automations built by businesses and experts
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Folder
Triggers when a new folder is created.
New List
Triggers when a new list is created.
New Task
Triggers when a new task is created.
Task Updated
Triggers when a task is updated.
Customer Events
Triggers when Events are performed on customer
Email Events
Triggers when Events are performed on Email.
Do thisActions
Action is the task that follows automatically within your ClickUp integrations.
Get all Lists
Get all lists in a folder
Get all Teams
Get a list of all teams
Get all Spaces
Get a list of all spaces
Get all Tasks
Get a list of all tasks
Get all Folders
Get a list of all folders
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
To start, connect both your ClickUp and Customer.io accounts to viaSocket. Once connected, you can set up a workflow where an event in ClickUp triggers actions in Customer.io (or vice versa).
Absolutely. You can customize how ClickUp data is recorded in Customer.io. This includes choosing which data fields go into which fields of Customer.io, setting up custom formats, and filtering out unwanted information.
The data sync between ClickUp and Customer.io 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 ClickUp and Customer.io. 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.
About ClickUp
Plan, track, and manage any type of work with project management that flexes to your team's needs.
Learn MoreAbout Customer.io
Customer.io is a versatile marketing automation platform designed to help businesses create, send, and optimize targeted email campaigns. It enables users to engage with their audience through personalized messaging and automated workflows, ensuring effective communication and improved customer relationships.
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