Anchor + ClickUp

Update tasks in ClickUp when new proposals are sent in Anchor

Streamline your workflow with this efficient automation. When a proposal is sent in Anchor, it prompts a task update in ClickUp. This simple yet effective automation keeps your task statuses up-to-date, saving you time and effort in manually inputting changes. This seamless coordination between Anchor and ClickUp ensures your process remains smooth and efficient.

When this happens...
Proposal Sent
Triggers when a proposal is sent.
TriggerInstant
automatically do this!
Update Task
Updates an existing task.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Agreement Amended
Triggers when an agreement is amended.
Trigger
Instant
Try It
Agreement Terminated
Triggers when an agreement is terminated.
Trigger
Instant
Try It
Invoice Payment Failed
Triggers when an invoice's payment fails.
Trigger
Instant
Try It
Invoice Status Change
Triggers when an invoice's status changes.
Trigger
Instant
Try It
Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
Trigger
Instant
Try It

Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It

- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- Reaction(s)
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- WorkspaceRequired
- Include a link to this Zap?
Action
Write
- DocumentRequired
- Name
- Content
- Subtitle
Action
Write
- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- Task IdRequired
Action
Write
- Api Docs Info
- Apply standard error handling?Required
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- WorkspaceRequired
- Space
- Folder
- List
- Document nameRequired
- Name match condition
- Include archived documents?
Action
Search

Agreement Amendments Approved
Triggers when amendments are approved.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
Invoice Issued
Triggers when an invoice is issued.
Trigger
Instant
Try It
Payout Received
Triggers when a payout is received.
Trigger
Instant
Try It
Proposal Canceled
Triggers when a proposal is canceled.
Trigger
Instant
Try It
Proposal Status Changed
Triggers when the status of a proposal changes.
Trigger
Instant
Try It
- Reaction(s)
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Action
Write
- Message TextRequired
- Include a link to this Zap?
Action
Write
- Name
- Visibility
Action
Write
- WorkspaceRequired
Action
Write
- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
Action
Write
- WorkspaceRequired
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check Plan Bandage
- WorkspaceRequired
- FieldRequired
- ValueRequired
- Include all shared items?
Action
Search