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Automation inspiration

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When I first set out on my own to create an accounting firm, I had grandiose ideas about how it would be hyper automated and super efficient.  

How to save hours each month by automating client file requests

You'll want to be notified if your tasks change. This integration helps by automatically sending a Gmail email with the info from a new task changed in ClickUp. You'll always be up to date with any of your tasks that change.

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

ClickUp

Triggers when a new message is posted to a specific channel you choose. 

New Message Posted to Channel

Triggers when a reaction (emoji) is added to a message in a public channel.

New Reaction Added to Chat Message

Triggers when a new Comment is added to a Task in ClickUp.

New Comment on a Task

New Folder

New List

New Task

Triggers when a reaction (emoji) is added to a message for a task comment.

New Reaction Added to Task Comment

Task Changes

Triggers when a new Time Entry is added using ClickUp Time tracking.

New Time Entry

View the Custom Fields available on tasks in a specific Team / Space / Folder / List.

Find Custom Fields

Find the most recent task created in Workspace/Space/Folder/List.

Find the Most Recent Task

Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.

Find a List of All Tasks

Find Task by ID

Find an existing user by their name or their email.

Find User by Name or Email

Find Documents

Archive or Delete Task

New Checklist

Send a direct message to a user or yourself.

Send Direct Message

Post a message to a specific channel you choose.

Send Chat Message to Channel

Create new document in the specific location

Create New Document

Create New Document Page

A Space represents teams, departments, or groups, each with its own Lists, workflows, and settings.

Create Space

Create Custom Field

Create Folder

Create List

Post a Task Comment

Time Tracked

Post Attachment

Create Subtask

Create Task

Update value of a custom field for a selected task

Update Custom Field Value

Edit Document Page

Update Task

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Gmail

Triggers when you receive a new attachment.

New Attachment

New Label

Triggers when you receive a new email and label it within two days.

New Labeled Email

Triggers when a new email appears in the specified mailbox.

New Email

Triggers when you receive a new email that matches a search string you provide.

New Email Matching Search

Triggers when you receive a new email and star it within two days.

New Starred Email

New Thread

Find Email

Find or Send Email

Add Label to Email

Delete Email

Create Draft

Create a draft reply to an existing email.

How to save hours each month by automating client file requests

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