ClickBank + Smart Task Integration

Integrate ClickBank to Smart Task in one click, or tell Integrately AI how you want each order handled. Create project tasks, update your records, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ClickBank
    Sale is created in ClickBank
  • ClickBank
    Refund is created in ClickBank
  • ClickBank
    Bill is created in ClickBank
  • ClickBank
    Chargeback is created in ClickBank
  • Smart Task
    Contact is created in Smart Task Instant
Arrow Right
2.
  • Smart Task
    Create task in Smart Task
  • Smart Task
    Subscribe Webhook in Smart Task
  • Smart Task
    Search Tag in Smart Task
  • Smart Task
    Search Project in Smart Task
  • Smart Task
    Search User in Smart Task

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Ready WorkflowsReady Workflows   for ClickBank + Smart Task Integration

Capture sales, create tasks, search project details, notify your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your ClickBank + Smart Task flow

Log sales in accounting tools, sync customer data to email lists, and notify teams in chat when orders arrive. Pick a combination and activate it in one click.

ClickBank
Smart Task
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
ZoomZoom (4)
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S
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Create a Smart Task task when a ClickBank sale is created, and create a customer in Stripe
New ClickBank sales instantly generate a Smart Task task and create a corresponding customer record in Stripe without manual data entry.
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When a ClickBank refund is created, update the Smart Task task and create a refund record in Stripe
Refunds processed in ClickBank automatically update your Smart Task workflow and log the transaction in Stripe.
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If a ClickBank sale includes a bill event, create a Smart Task task and generate an invoice in Stripe
Bill events in ClickBank create structured tasks in Smart Task and issue billing items in Stripe.
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S
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When a ClickBank chargeback is created, create an urgent Smart Task task and log a dispute in Stripe
Chargebacks in ClickBank immediately generate priority tasks in Smart Task and record dispute details in Stripe.

Supported triggers and actions for ClickBank and Smart Task

Mix and match to build the exact automation you need

ClickBank
ClickBank Triggers & Actions
Sale is created in ClickBank
Triggers the automation when a sale is made
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Refund is created in ClickBank
Triggers the automation when a refund is initiated
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Bill is created in ClickBank
Triggers the automation when a new bill is created
Try it →
Chargeback is created in ClickBank
Triggers the automation when a chargeback is initiated
Try it →
No action is available
Smart Task
Smart Task Triggers & Actions
Instant
Contact is created in Smart Task
Triggers the automation when a new contact is created
Try it →
Create task in Smart Task
Creates a new task
Try it →
Subscribe Webhook in Smart Task
Subscribes to a webhook
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Search Tag in Smart Task
Searches for a tag
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Search Project in Smart Task
Searches for a project
Try it →
Search User in Smart Task
Searches for a user
Try it →

What can you automate with ClickBank + Smart Task?

Connect your sales marketplace to team collaboration boards for seamless order tracking and follow-up.

What you can automate?
🚀
Automate task creation from every new sale
Turn marketplace checkouts into actionable project tasks the moment a sale is created in ClickBank. Your team receives structured work items instantly without manual data copying.
📋
Capture every submitted customer field
Map buyer names, email addresses, and product details straight into your Smart Task boards instead of basic notifications. Your project records become comprehensive reference sources.
🔔
Notify team members immediately on sales
Alert your fulfillment or sales channel the second a customer completes a purchase. Keep everyone informed and ready to deliver services without checking dashboards constantly.
🔀
Route tasks based on submitted product details
Create different task priorities or assignees depending on the specific product or order value submitted in ClickBank. Direct work to the right specialist automatically.
🔄
Keep project records updated continuously
Ensure your task management workspace reflects the latest customer details and order notes as transactions occur across your online marketplace.
🔍
Search and verify user records before task creation
Look up existing tags, projects, or users in Smart Task to match incoming ClickBank buyers with existing accounts before generating new items.
Handle later status changes like refunds and chargebacks
Trigger review tasks automatically when a refund or chargeback is created in ClickBank. Manage payment disputes and customer returns with structured workflows.
🔗
Extend workflows to accounting and email tools
Push ClickBank sale data and Smart Task items into supporting apps like Stripe or Mailchimp to handle billing and subscriber management in a single automated pipeline.
And much more...

Who is ClickBank + Smart Task integration for?

Digital product vendors and affiliate marketers streamline their order management, task tracking, and team collaboration without manual data entry.

Performance marketers
Performance marketers
Vendor support teams
Vendor support teams
Client success managers
Client success managers
Operations leads
Operations leads
Project coordinators
Project coordinators
Finance administrators
Finance administrators
📈
Performance marketers
You're monitoring digital product sales across multiple campaigns but your project board only updates when someone manually exports orders, so the task counts you're reviewing against are always a few hours behind — automating both apps means every new sale triggers a task instantly and your operations stay current.
Vendor support teams
You need to act fast when customer billing issues arise, but you find out about refunds and chargebacks too late because tickets sit in unmonitored queues — connecting these apps means every refund or chargeback creates a task immediately and your team responds without delay.
📊
Client success managers
You answer to stakeholders who want to see onboarding progress right after a purchase, but manual status updates leave gaps in your project tracking — integrating these apps means every sale is logged as a task instantly and your progress reports remain transparent.
🔄
Operations leads
The transaction volume from your marketplace is too high for anyone to keep up by hand, leading to missed customer fulfillment steps — with this integration, every order generates tasks and records across your tools automatically without human error.
👥
Project coordinators
You own the delivery phase and depend on sales coming in from ClickBank to kick off client onboarding tasks in Smart Task — this integration means every new order immediately creates the required project items so your team can start work right away.
🗂️
Finance administrators
You need a reliable history of all transactions and keep finding gaps between marketplace checkouts and internal task logs — automating both apps means every sale, bill, and refund is recorded accurately in your workspace.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate ClickBank + Smart Task

Build and manage your ClickBank + Smart Task automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ClickBank + Smart Task with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect ClickBank to Smart Task?
Frequently Asked Questions
You can connect ClickBank to Smart Task using 1-click automation templates on Integrately or ask Integrately AI to build the automation and map the fields. It also integrates with tools like Slack, Stripe, and Google Sheets.
Can I automatically create tasks in Smart Task when a ClickBank sale happens?
Frequently Asked Questions
Can I connect ClickBank, Smart Task, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickBank and Smart Task?
Frequently Asked Questions
How does ClickBank handle sale data in automations?
Frequently Asked Questions
How does Smart Task receive data from ClickBank?
Frequently Asked Questions
Do I need coding skills to automate ClickBank and Smart Task?
Frequently Asked Questions
Is the ClickBank and Smart Task integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect ClickBank or Smart Task With 1500+ Other Apps

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