Connect ClickUp and NextLead
Integrate ClickUp with NextLead to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in NextLead when When a new task is created in ClickUp
Create a sale in NextLead when When a new task is created in ClickUp
Create lead structure in NextLead when When a new task is created in ClickUp
Delete Contact in Nextlead when When a new task is created in ClickUp
Delete a sales deal in NextLead when When a new task is created in ClickUp
Popular ClickUp + NextLead flows
Start from a real workflow other teams are already running.
Choose a trigger
ClickUp
When this happens...
When a new task is created
When a task is updated
Choose an action
NextLead
Automatically do this!
Create Contact
Create a sale
Create lead structure
Delete Contact
Delete a sales deal
Delete Structure
Update Lead
Update contact
Update sale
Find Contact
Create Contact in NextLead when When a new task is created in ClickUp
Use this flowCreate a sale in NextLead when When a new task is created in ClickUp
Use this flowCreate lead structure in NextLead when When a new task is created in ClickUp
Use this flowDelete Contact in Nextlead when When a new task is created in ClickUp
Use this flowDelete a sales deal in NextLead when When a new task is created in ClickUp
Use this flowDelete Structure in Nextlead when When a new task is created in ClickUp
Use this flowUpdate Lead in NextLead when When a new task is created in ClickUp
Use this flowUpdate contact in NextLead when When a new task is created in ClickUp
Use this flowUpdate sale in NextLead when When a new task is created in ClickUp
Use this flowFind Contact in Nextlead when When a new task is created in ClickUp
Use this flowSupported Triggers & Actions
Everything you can automate between ClickUp and NextLead.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new task is created
Runs the workflow automatically whenever a new task is created.
When a task is updated
Runs the workflow automatically whenever any task is updated.
Contact Added to List
Triggers when a contact is added to a NextLead mailing list and returns the contact event and list details. Supports optional filters by list ID, minimum lead score, and comment.
Do thisActions
Action is the task that follows automatically within your ClickUp integrations.
Find Lists in Space
Retrieve all lists in a space, including lists inside folders and those without a folder.
List Workspaces
List the teams (workspaces) accessible to the connected account.
List Spaces
List spaces in a team. Optionally filter by archived status and return selected fields.
List Tasks
Apply reusable components to workspace, space, folder, and list dropdowns
List Folders
List folders in a space, optionally filtering by archived status.
Create Task
Create a task in a list and set title or markdown description, assignees (by ID or email), group assignees, tags, status, priority, start/due dates (with time), time estimate, watchers, custom fields, parent, points, links, and notify/check options.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ClickUp
Plan, track, and manage any type of work with project management that flexes to your team's needs.
Learn moreSimilar apps
About NextLead
NextLead is a cutting-edge platform designed to streamline and enhance lead generation and management processes. It offers tools and features that help businesses capture, track, and convert leads efficiently, ensuring a seamless transition from prospect to customer.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClickUp and NextLead accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ClickUp and NextLead as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach NextLead. No coding required.
Yes. You can set up a workflow where ClickUp triggers actions in NextLead, and a separate workflow where NextLead triggers actions in ClickUp. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ClickUp and NextLead. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClickUp and NextLead integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
