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Quickly connect ClickUp to Vitally with a Zapier template.
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Select a trigger from ClickUp
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Setup an action from Vitally
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That’s it! You just connected ClickUp to Vitally
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Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
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Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect ClickUp and Vitally to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Create more impactful campaigns with automation
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Provide world-class support with a little help from automation
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Automate your way to actionable, up-to-date data
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Resolve incidents faster with automation
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Reaction(s)
- WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocumentRequired
- Checklist NameRequired
- Content
- Subtitle
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Checklist NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- StartRequired
- EndRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Checklist NameRequired
- Content
- Markdown Content
- Assignee Emails
- Priority
- Due Date
- Start Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- Apply standard error handling?Required
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Task by ID
Find an existing task by its ID.
ActionThis is an event a Zap performs.SearchFind existing data in your app - WorkspaceRequired
- Space
- Folder
- List
- Document nameRequired
- Name match condition
- Include archived documents?
ActionThis is an event a Zap performs.SearchFind existing data in your app- List Project Templates
Lists all Project Templates
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - List Custom Objects
Lists all Custom Objects
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- NPS Response Created
Triggers when a new NPS Response is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Project Templates
Lists all Project Templates
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - List Projects
Lists all Projects
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Project Status Changed
Triggers when a Project's status changes in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Completed
Triggers when a Task is marked complete in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - TypeRequired
- UserRequired
- Teammate
- Message TextRequired
- Subject
- Timestamp
- External IDRequired
- URL
- Conversation ID
- Conversation URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Reponse TimestampRequired
- Score
- Feedback
- External IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Segment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CreatorRequired
- EventRequired
- Message ID
- Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom ObjectRequired
- CustomerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search FieldRequired
- SearchValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Checklist NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- SearchValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- SearchValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom ObjectRequired
- Search FieldRequired
- Customer
- Organization
- Checklist NameRequired
- Owner (Teammate)
- Created By (Teammate)
- External IDRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search FieldRequired
- Customer
- Organization
- Checklist NameRequired
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Reaction(s)
- WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Message TextRequired
- Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Checklist NameRequired
- Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Checklist NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Checklist NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Check_plan_bandage
- WorkspaceRequired
- FieldRequired
- ValueRequired
- Include all shared items?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Customer Created
Triggers when a new Customer is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Note Created
Triggers when a new Note is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Organization Created
Triggers when a new Organization is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Created
Triggers when a new Project is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Project Statuses
Lists all Project Statuses
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Task Created
Triggers when a new Task is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Custom ObjectRequired
- Customer
- Organization
- Checklist NameRequired
- Owner (Teammate)
- Created By (Teammate)
- External IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Organization
- Teammate
- Category
- Subject
- TextRequired
- Date
- Tags
- Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Customer
- Organization
- Checklist NameRequired
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- Traits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom ObjectRequired
- Search FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search FieldRequired
- Customer
- Organization
- Teammate
- Category
- Subject
- TextRequired
- Date
- Tags
- Traits
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found