Connect ClickUp and Ploomes
Integrate ClickUp with Ploomes to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ClickUp + Ploomes 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
Ploomes
Automatically do this!
Create Custom Field
Update contact
Find contact
Create Deal
Update Deal
Find Deals
Create document
Update document
Get document by ID
List All Documents
Find Lists in Space in ClickUp when Create Deal in Ploomes
Use this flowList Workspaces from ClickUp when Create Deal in Ploomes
Use this flowList Spaces in ClickUp when Create Deal in Ploomes
Use this flowList Tasks from ClickUp when Create Deal in Ploomes
Use this flowList Folders in ClickUp when Create Deal in Ploomes
Use this flowCreate Task in ClickUp when Create Deal in Ploomes
Use this flowGet User Profile from ClickUp when Create Deal in Ploomes
Use this flowCreate List in ClickUp when Create Deal in Ploomes
Use this flowUpdate Task in ClickUp when Create Deal in Ploomes
Use this flowUpdate a List in Clickup when Create Deal in Ploomes
Use this flowSupported Triggers & Actions
Everything you can automate between ClickUp and Ploomes.
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.
Create Deal
Triggers when new deal is created in Ploomes.
Deal Updated
Fires when an existing deal is updated in Ploomes and provides the updated deal information.
New Contact
Add a new contact to Ploomes CRM using the provided contact details.
Contact Updated
Triggered when an existing contact is updated in Ploomes and returns the contact's updated details.
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 Ploomes
Ploomes is a comprehensive CRM platform designed to streamline sales processes and enhance customer relationship management. It offers tools for managing leads, automating workflows, and generating insightful reports to boost sales efficiency.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClickUp and Ploomes 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 Ploomes 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 Ploomes. No coding required.
Yes. You can set up a workflow where ClickUp triggers actions in Ploomes, and a separate workflow where Ploomes 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 Ploomes. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClickUp and Ploomes integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
