Affinity + ClickUp

Create tasks in ClickUp from new opportunities in Affinity

This workflow springs into action when a New Opportunity arises in your Affinity platform. Leveraging this automation, you can effortlessly create a corresponding task in ClickUp, ensuring a streamlined operation. As a result, you can efficiently manage projects and stay on top of new business opportunities. Perfect for professionals who aim for precision and productivity in their business tracking.

This workflow springs into action when a New Opportunity arises in your Affinity platform. Leveraging this automation, you can effortlessly create a corresponding task in ClickUp, ensuring a streamlined operation. As a result, you can efficiently manage projects and stay on top of new business opportunities. Perfect for professionals who aim for precision and productivity in their business tracking.

  1. When this happens...
    AffinityAffinity
    New Opportunity

    Triggers when a new opportunity is added.

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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

Similar apps

Trello integrationsTrello integrations

Trello

Project Management
Asana integrationsAsana integrations

Asana

Project Management
Todoist integrationsTodoist integrations

Todoist

Task Management