ClickUp and Pipedrive

ClickUp

Triggers

• New taskRuns when a new task is created in a ClickUp list

Actions

• List workspacesRetrieve all ClickUp workspaces the connected account can access.
• List spacesRetrieve all spaces within a ClickUp workspace.
• List foldersRetrieve all folders within a ClickUp space.
• List listsRetrieve all lists within a ClickUp folder.
• Find tasksList the tasks in a ClickUp list that are still open, each with its first assignee's name and email, its due date and a link. Turn on Only overdue to get just the ones past their due date.
• Create taskCreate a new task in a ClickUp list.

Pipedrive

Triggers

• New dealRuns for each new deal in Pipedrive, in any pipeline. Deals already there when the workflow is turned on don't start it.
• New personRuns for each new person (contact) added in Pipedrive. People already there when the workflow is turned on don't start it.
• Deal stage changedRuns when a deal moves to another stage in Pipedrive, or only when it moves into the stage you choose.
• Deal wonRuns when a deal is marked won in Pipedrive, in any pipeline, with its title, value and owner. Deals won before the workflow is turned on don't start it.

Actions

• Create a personAdd a person to Pipedrive, optionally with an email, a phone number and the organization they work for.
• Get a personRead one person from Pipedrive by their ID.
• Update a personChange a person's name, contact details, owner, labels or organization. Fields left blank keep their current value.
• List personsList people in Pipedrive, one page at a time, optionally narrowed to an organization or an owner.
• Search personsFind people by name, email, phone or notes. Use this to look someone up when you have their email rather than their ID.
• Delete a personDelete a person. Pipedrive keeps them recoverable for 30 days before removing them permanently.