ClickUp + Clientjoy

Create tasks in ClickUp when lead stages are updated in Clientjoy

Efficiently manage your leads and tasks with this seamless workflow. When a lead stage is changed in Clientjoy, a new task will be created in ClickUp, ensuring your team stays focused and on track. This automation helps streamline your sales process and keeps your tasks up-to-date, making it easier for you to manage your leads and close deals faster.

When this happens...
Lead Stage Is Changed
Triggers, when the Lead comes to a specified stage.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
ActionWrite

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Supported triggers and actions

What does this mean?

- WorkspaceRequired
Trigger
Instant
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- WorkspaceRequired
- StageRequired
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It

- WorkspaceRequired
Trigger
Instant
Try It
- Choose WorkspaceRequired
- Lead Email (optional)
- Lead Id (optional)
Action
Write

- Choose WorkspaceRequired
- Choose Activity TypeRequired
- Activity Name
- Guests
- Starts AtRequired
- Ends AtRequired
- Color
- Link to Lead/Customer
- Internal Note
- Description
- Location
- Mark As Done
- Send Invites
Action
Write
- Choose WorkspaceRequired
- Recipient NameRequired
- Recipient's Email addressRequired
- Invoice date
- Due date
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit
- Quantity
- Rate
- Tax
- Adjustments
- Discount Type (Number / Percent)Required
- Discount value
- When to apply discount?Required
- Is this a recurring Invoice?Required
- Choose Payment method
- Client note
- Terms and conditions
- Invoice Color
Action
Write
- Choose WorkspaceRequired
- Please choose whether Proposal is for a Lead or CustomerRequired
- Recipient NameRequired
- Recipient EmailRequired
- Name of the Proposal or TitleRequired
- Proposal expiry date
- Choose your custom proposal template
- Choose from Clientjoy's inbuilt templates
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit (e.g. hours, months, etc.)
- Quantity
- Item Rate
- Choose Tax
- Want to apply discount?
- Choose True if you want to send the proposal automatically to the receiver.
Action
Write
- WorkspaceRequired
- Lead IdRequired
- Name
- Email
- Phone
- Company
- Title
- StageRequired
- SourceRequired
- OwnerRequired
- CurrencyRequired
- Deal size
- Conversion Probablity
- Website
- PrivacyRequired
- Last Contact
- Address
- City
- State
- Country
- Zip
- Tags
- Note
Action
Write
- Choose WorkspaceRequired
- Field To Search ByRequired
Action
Search
- Clientjoy WorkspaceRequired
- Field To Search ByRequired
- Client's full nameRequired
- Client's Company
- Client's email addressRequired
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- Client Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Search or write
- 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
- 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
Action
Search

- WorkspaceRequired
Trigger
Instant
Try It
- In which workspace you need to add the Customer?Required
Trigger
Instant
Try It
- In which workspace you need to add the Lead?Required
Trigger
Instant
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- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Email id of Proposal's receiver (optional)
- Clientjoy ID of Proposal
Action
Write
- Clientjoy WorkspaceRequired
- Client's full nameRequired
- Client's Company
- Client's email addressRequired
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- Client Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Write
- Workspace in ClientjoyRequired
- Lead's nameRequired
- Lead's Email address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's Website or Link
- Deal Size
- Choose Currency for Deal SizeRequired
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in PipelineRequired
- Source
- Choose Lead OwnerRequired
- PrivacyRequired
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Write
- WorkspaceRequired
- Customer IdRequired
- Name
- Email
- Title
- Phone
- Company
- VAT Number
- CurrencyRequired
- OwnerRequired
- Website
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Tags
- Note
Action
Write
- WorkspaceRequired
- Field To Search ByRequired
Action
Search
- Choose the workspaceRequired
- Team member's email or Full nameRequired
Action
Search
- Workspace in ClientjoyRequired
- Field To Search ByRequired
- Lead's nameRequired
- Lead's Email address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's Website or Link
- Deal Size
- Choose Currency for Deal SizeRequired
- Conversion Probablity (1-100)
- Last Contact Date
- Sales Stage in PipelineRequired
- Source
- Choose Lead OwnerRequired
- PrivacyRequired
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Search or write
- Reaction(s)
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- Include a link to this Zap?
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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- 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

About ClickUp

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

Learn more Help

Related categories

Project Management

Similar apps

About Clientjoy

Clientjoy is Client Life-Cycle Management Software for Modern Agencies that helps you manage Leads, Proposals, Clients, Invoicing and Revenues under a single roof.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Create leads in Clientjoy when tasks change in ClickUp

Create tasks in ClickUp for every new lead added in Clientjoy

ClickUp + Clientjoy

Create tasks in ClickUp when lead stages are updated in Clientjoy

Invoice Is Paid

Lead Stage Is Changed

New Invoice Is Created

New Proposal Is Created

Proposal Is Accepted

Client Is Updated

Convert Lead to Client

Lead Email (optional)

Lead Id (optional)

Add a New Activity (Todo, Meeting, Event, Etc.)

Activity Name

Guests

Color

Link to Lead/Customer

Internal Note

Description

Location

Mark As Done

Send Invites

Create Invoice

Invoice date

Due date

Choose Item (Product or Service that you are offering)

Item Description

Unit

Quantity

Rate

Tax

Adjustments

Discount value

Choose Payment method

Client note

Terms and conditions

Invoice Color

Create Proposal

Proposal expiry date

Choose your custom proposal template

Choose from Clientjoy's inbuilt templates

Choose Item (Product or Service that you are offering)

Item Description

Unit (e.g. hours, months, etc.)

Quantity

Item Rate

Choose Tax

Want to apply discount?

Choose True if you want to send the proposal automatically to the receiver.

Update Lead

Name

Email

Phone

Company

Title

Deal size

Conversion Probablity

Website

Last Contact

Address

City

State

Country

Zip

Tags

Note

Find Lead

Find or create customer.

Client's Company

Client's phone number

Client's Title or Designation

Company's VAT number

Client Website

Choose Tags

Add a Note

Billing Address

Billing City

Billing State

Billing Country

Billing Zip

Shipping Address