Connect ClickUp and noCRM.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 Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
Ready to use ClickUp and noCRM.io automations
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.
New Lead
Triggers when a new lead is created
New Client Folder
Triggers when a new client folder is created
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 a Task or subtask
Create a new task in a list
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Frequently Asked Questions
To start, connect both your ClickUp and noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in ClickUp triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how ClickUp data is recorded in noCRM.io. This includes choosing which data fields go into which fields of noCRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between ClickUp and noCRM.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 noCRM.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 noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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