Wealthbox CRM + ClickUp Integration

Automatically adds a new contact to the database

Automatically finds and retrieves contact information using their email address

Automatically updates contact information with new details

Automatically searches for a workflow template for a workflow

Automatically find information about a contact using the name

Automatically retrieves contact information based on the unique id provided

Automatically creates a new instance of the support system

Automatically updates the opportunity details as needed

Automatically creates a new workflow

Automatically updates the task with new information or changes

Automatically creates a new note in the particular format

Automatically updates a note with new information

Automatically adds a new contact to the contact list

Automatically updates event details with the latest information

Triggers the automation whenever a new event is created

Triggers the automation whenever a workflow is created

Triggers the automation whenever a new task is created

Automatically creates a new project

Automatically updates project information

Automatically creates a new threaded comment

Automatically searches for tasks using a custom field

Automatically creates a new task

Automatically updates a task in the project management system with a custom field value

Automatically creates a subtask

Automatically updates the task with new information or changes

Automatically searches for a task

Automatically posts a comment on a task

Automatically posts a comment on a list

Automatically posts a comment on a view

Automatically generates a new list

Automatically updates a designated list with new information or changes

Automatically retrieves detailed information about a list based on its ID

Automatically scan and retrieve results for a particular list

Automatically deletes a list

Automatically creates a new folder

Automatically searches for a folder

Automatically updates the contents of a particular folder

Automatically retrieves information about a folder using its ID

Automatically creates a new space

Automatically retrieves detailed information of a space using its ID

Automatically searches for a space

Automatically sends an invitation to a guest to join the workspace

Automatically updates the space with new content and changes

Automatically retrieves details of a view using its ID

Automatically generates a task based on a pre-defined template

Automatically adds a tag to a task

Automatically uploads task attachments to designated folders

Automatically link tasks together to establish dependencies

Automatically generates a new space tag

Automatically updates the particular target with new data or information

Automatically retrieves the details of a task based on its unique ID

Automatically log and update time spent on tasks in the time tracking tool

Automatically generates a new target

Automatically removes a tag from a task

Automatically generates a new goal

Automatically updates the goal based on new information

Automatically generates a list of items without organizing them into folders

Automatically deletes dependency link between two tasks

Automatically deletes a target

Automatically deletes a goal

Automatically deletes an item from a checklist

Automatically updates the tag associated with a space

Automatically retrieves goal details by using their unique ID identifier

Automatically searches for a goal

Automatically searches for a team view

Automatically searches for a task template

Automatically creates a new time entry

Automatically generates a checklist for tasks

Automatically updates checklist items with new tasks or completions

Automatically deletes a checklist

Automatically updates comments with new information

Automatically updates a item on the checklist

Automatically searches for custom fields

Automatically generates a checklist item

Automatically searches for a task using filters

Automatically searches for a task in a view

Automatically searches for a sub-task in a task

Automatically creates a hyperlink to add a new task

Automatically searches for a folderless list

Automatically searches for list members

Automatically searches for task members

Automatically searches for tracked time

Automatically searches for a task comment

Automatically searches for a workspace

Automatically searches for a list comment

Automatically adds a task to a designated list

Automatically searches for a sub-task in a task

Automatically searches for a list view

Automatically searches for a folder view

Automatically deletes a task

Automatically deletes a space tag

Automatically removes recorded time entries from the database

Automatically deletes a folder

Automatically deletes a comment associated with a task

Automatically deletes a space

Automatically searches for a space tag