Connect ClickUp to Salesforce

Use 7 documented ClickUp triggers to run 24 documented Salesforce actions.

7 source triggers

24 target actions

Reverse direction supported

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Why Connect ClickUp & Salesforce?

Start with a ClickUp event

Choose from 7 documented triggers, including New Folder (Instant), New List (Instant), New Task (Instant).

Run a Salesforce action

Send the event into one of 24 documented actions, such as Add Contact to Campaign, Add Lead to Campaign, Convert SOAP XML Object to JSON.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

ClickUp

Triggers (7)

New Folder (Instant)

Emit new event when a new folder is created

webhook

New List (Instant)

Emit new event when a new list is created

webhook

New Task (Instant)

Emit new event when a new task is created

webhook

New Task Advanced (Instant)

Emit new event when a new task is created matching the filter

webhook

New Task Comment (Instant)

Emit new event when a new task comment is posted

webhook

New Task Comment Updated (Instant)

Emit new event when a new task comment is updated

webhook

New Updated Task (Instant)

Emit new event when a new task is updated

webhook

Actions (24)

Create Chat View Comment

Creates a chat view comment. See the documentation in **Comments / Create Chat View Comment** section.

Create Checklist

Creates a new checklist in a task. See the documentation in **Checklists / Create Checklist** section.

Create Checklist Item

Creates a new item in a checklist. See the documentation in **Checklists / Create Checklist Item** section.

Create Folder

Creates a new folder. See the documentation in **Folders / Create Folder** section.

Create List

Creates a new list. See the documentation in **Lists / Create List** section.

Create List Comment

Creates a list comment. See the documentation in **Comments / Create List Comment** section.

Create Space

Creates a new space. See the documentation in **Spaces / Create Space** section.

Create Task

Creates a new task. See the documentation in **Tasks / Create Task** section.

Create Task Comment

Creates a task comment. See the documentation in **Comments / Create Task Comment** section.

Create Task From Template

Creates a new task from a template. See the documentation in **Task Templates / Create Task From Template** section.

Create Threaded Comment

Creates a threaded comment. See the documentation in **Comments / Create Threaded Comment** section.

Create Time Entry

Create a new time entry. See the documentation

Create View Comment

Creates a view comment. See the documentation in **Comments / Create Chat View Comment** section.

Delete Checklist

Deletes a checklist in a task. See the documentation in **Checklists / Delete Checklist** section.

Delete Checklist Item

Deletes item in a checklist. See the documentation in **Checklists / Delete Checklist Item** section.

Delete Comment

Deletes a comment. See the documentation in **Comments / Deleet Comment** section.

Delete Folder

Delete a folder. See the documentation in **Folders / Delete Folder** section.

Delete List

Delete a list. See the documentation in **Lists / Delete List** section.

Delete Space

Delete a space. See the documentation in **Spaces / Delete Space** section.

Delete Task

Delete a task. See the documentation in **Tasks / Delete Task** section.

Get Custom Fields

Get a list of custom fields. See the documentation in **Custom Fields / Get Accessible Custom Fields** section.

Get Folder

Get a folder in a workplace. See the documentation in **Folders / Get Folder** section.

Get Folder Views

Get all views of a folder. See the documentation in **Views / Get Folder Views** section.

Get Folders

Get a list of folders in a workplace. See the documentation in **Folders / Get Folders** section.

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook

Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook

Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook

New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook

New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook

New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation