ClickUp

Productivity

Zoho CRM

CRM (Customer Relationship Management)

Integrations ClickUp Zoho CRM

Create integrations between ClickUp and Zoho CRM

Search a record in Zoho-crm when New Folder in Clickup

Update a lead in Zoho-crm when New Folder in Clickup

Create a Note in Zoho-crm when New Folder in Clickup

Create a lead in Zoho-crm when New Folder in Clickup

Search a record in Zoho-crm when New List in Clickup

Update a lead in Zoho-crm when New List in Clickup

Create a Note in Zoho-crm when New List in Clickup

Create a lead in Zoho-crm when New List in Clickup

Search a record in Zoho-crm when New Task in Clickup

Update a lead in Zoho-crm when New Task in Clickup

Actions and Triggers

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

Create a Space

Create a new space

Create a List

Create a new list in a folder

Create a Folder

Create a new folder in a space

Update a Task

Update a task by its id

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 Checklist

Add a checklist to a task

Find Tasks by Custom Fields

Get an existing task by searching custom fields

Find a Task by Task ID

Get an existing task details by task ID

Find a User by Name or Email

Get an existing user details by name or email

Create Task Attachment

Adds an attachment to a specific task.

Add Time Tracked

Add time tracked to a task.

New Comment on a Task (1)

New comment on a task

Search a record

Search a record in a module

Update a lead

Update an existing lead by its id

Create a Note

Create a note in the selected module

Create a lead

Creates a new lead

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

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5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

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Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

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How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About ClickUp

Plan, track, and manage any type of work with project management that flexes to your team's needs.

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About Zoho CRM

Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.

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