
When this happens...
New Folder
New List
New Task
Task Updated

Automatically do this!
Create or Update Person
Create Company
Update Person
Update Company
Search Person
Search Company
Get a Company
Get a Person
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new folder is created.
Triggers when a new list is created.
Triggers when a new task is created.
Triggers when a task is updated.
Triggers when a new company is created or added to a group.
Triggers when a new person is created or added to a group.
Action is the task that follows automatically within your ClickUp integrations.
Get all lists in a folder
Get a list of all teams
Get a list of all spaces
Get a list of all tasks
Get a list of all folders
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.

Discover how viaSocket connects ClickUp to your tools to automate task creation, send instant notifications, and organize files. Streamline workflows, reduce manual data entry, and boost team efficiency.

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
To start, connect both your ClickUp and folk accounts to viaSocket. Once connected, you can set up a workflow where an event in ClickUp triggers actions in folk (or vice versa).
Absolutely. You can customize how ClickUp data is recorded in folk. This includes choosing which data fields go into which fields of folk, setting up custom formats, and filtering out unwanted information.
The data sync between ClickUp and folk 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 folk. 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.
Plan, track, and manage any type of work with project management that flexes to your team's needs.
Learn MoreFolk is the next-generation CRM for teams, designed to make relationship management simple, collaborative, and adaptable. It centralizes contacts, deals, and communications in one intuitive workspace, so teams can work together seamlessly. With customizable fields, powerful search, and flexible pipelines, Folk adapts to any workflow — whether for sales, recruiting, partnerships, or community building. Its modern design and integrations help teams save time, stay organized, and focus on building stronger relationships.
Learn More