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

Automatically do this!
Create Contact
Create Task
Create an opportunity
Find Contact
Create or Update Contact
Find Company
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 contact is created.
Triggers when a new opportunity is Created.
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 list

Discover the top 4 ways to automate ClickUp with viaSocket. Streamline your workflow and boost productivity with these essential tips.

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To start, connect both your ClickUp and Sellsy accounts to viaSocket. Once connected, you can set up a workflow where an event in ClickUp triggers actions in Sellsy (or vice versa).
Absolutely. You can customize how ClickUp data is recorded in Sellsy. This includes choosing which data fields go into which fields of Sellsy, setting up custom formats, and filtering out unwanted information.
The data sync between ClickUp and Sellsy 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 Sellsy. 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 MoreSellsy is a comprehensive business management platform that offers tools for CRM, invoicing, accounting, and project management, designed to streamline operations and enhance productivity for businesses of all sizes.
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