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

Automatically do this!
Create Lead
Create Deal
List All Companies
List All User
List All Pipeline Collection
List All Custom Fields
List All Resources
List Deals
Get Team Collection
List Industries Collection
List Lead Collection
List Leads Statuses Collection
List People Collection
List Products Collection
List Product Categories Collection
List Carts Collection Description
List Resources Collection
Listt Sources Collection
List Tags Collection
List Users Collection
List Emails Collection
Create Person
Create Note
Create Company
Create Product
Update Company
Update Deal
Update Lead
Update Person
Update Product
Update Cart Products Status
Find Company
Find Deal
Find Lead
Find Person
Find Product
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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
Triggers when a new lead 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 specified ClickUp list and set details such as title, description, assignees, tags, status, priority, start/due dates, and watchers.

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

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
To start, connect both your ClickUp and Teamgate accounts to viaSocket. Once connected, you can set up a workflow where an event in ClickUp triggers actions in Teamgate (or vice versa).
Absolutely. You can customize how ClickUp data is recorded in Teamgate. This includes choosing which data fields go into which fields of Teamgate, setting up custom formats, and filtering out unwanted information.
The data sync between ClickUp and Teamgate 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 Teamgate. 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 MoreTeamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.
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