Clickup – New Actions & Triggers in Workflows

You can now connect ClickUp directly within Workflows, transforming CRM events into tasks, documents, and projects without the need for manual setup or webhooks.

Triggers (from ClickUp → Clixio):

New Task – Triggered when a new task is created.
Task Changes – Triggered when task details change, such as status, due date, or priority.
New List – Triggered when a new task list is created.
New Folder – Triggered when a new folder is created.
New Comment on a Task – Triggered when someone comments on a task.
New Attachment on Task – Triggered when a file is added to a task.
New Reaction on Task Comment – Triggered when a reaction is added to a task comment.
New Reaction on Chat Message – Triggered when someone reacts to a public chat message.

Actions (from Clixio → ClickUp):

Create Task – Generate a task with an assignee, due date, and priority.
Update Task – Change the details of an existing task.
Archive / Delete Task – Remove tasks that are no longer needed.
Create Space / Folder / List – Quickly build new project structures.
Post Task Comment / Attachment – Add notes or files directly to tasks.
Create New Document – Save proposals, briefs, or notes in ClickUp Docs.
Edit / Create Document Pages – Update or add pages in existing documents.
Create / Update Custom Fields – Add or update data fields on tasks.
Find Tasks, Documents, Custom Fields, Users – Search for what you need for automation.

Managing delivery in ClickUp alongside CRM in Clixio often resulted in duplicated effort. Now, everything stays in sync: leads and sales activity in Clixio can automatically generate tasks, documents, and project structures in ClickUp.

Onboarding Forms → Tasks

A client completes an onboarding form in Clixio.
A new task is created in the “Client Setup” list in ClickUp with their details.

Deals → AI Proposals

When an opportunity moves to the “Proposal” stage in Clixio,
GPT generates a personalised proposal.
A new document is saved in ClickUp under “Sales Docs.”

Contracts → Projects

When a deal is marked “Contract Signed,”
A new Space is created in ClickUp (e.g., SEO, Ads, or Landing Page).
Lists and tasks are added automatically, and internal notifications are sent to the appropriate team.