Affinity + ClickUp

Create tasks in ClickUp for new persons in Affinity

This straightforward workflow connects Affinity and ClickUp, ensuring you never miss an opportunity to track a new contact. Whenever a new person is added in your Affinity database, it promptly generates a task in ClickUp. This automation not only enhances your productivity but also keeps your contact management process seamless and efficient.

This straightforward workflow connects Affinity and ClickUp, ensuring you never miss an opportunity to track a new contact. Whenever a new person is added in your Affinity database, it promptly generates a task in ClickUp. This automation not only enhances your productivity but also keeps your contact management process seamless and efficient.

  1. When this happens...
    AffinityAffinity
    New Person

    Triggers when a new person is added.

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

  • Affinity triggers, actions, and search

    New Organization

    Triggers when a new organization is added.

    Trigger
    Scheduled
    Try It
    • ListRequired

    Trigger
    Scheduled
    Try It
  • Affinity triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is added.

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Action
    Write
    • ListRequired

    Trigger
    Scheduled
    Try It
  • Affinity triggers, actions, and search

    New List

    Triggers when a new list is added.

    Trigger
    Scheduled
    Try It
  • Affinity triggers, actions, and search

    New Person

    Triggers when a new person is added.

    Trigger
    Scheduled
    Try It
    • OpportunityRequired

    Action
    Write
affinity logo
affinity logo

About Affinity

Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your network.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn more

Related categories

  • Project Management

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