Integration

Connect ClickUp to CentralStationCRM

When something happens in ClickUp, your agent does the next thing in CentralStationCRM. Describe it in plain language and the automation is built, tested on every branch and kept running.

ClickUp6 triggersClickUp22 actionsCentralStationCRM4 triggersCentralStationCRM15 actions

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What do you want ClickUp and CentralStationCRM to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with ClickUp and CentralStationCRM

Triggers and actions 10 triggers · 37 actions

Trigger
New Comment on a Task
Triggers when a new Comment is added to a Task in ClickUp.
Trigger
New Folder
Triggers when new folders are created.
Trigger
New List
Triggers when new lists are created.
Trigger
New Task
Triggers when tasks are added.
Trigger
New Time Entry
Triggers when a new Time Entry is added using ClickUp Time tracking.
Trigger
Task Changes
Triggers when a task changes.
Action
Add Task Checklist
Add a checklist to a task
Action
Archive or Delete Task
Archive or delete ClickUp task
Action
Create Folder
Creates a new folder
Action
Create List
Creates a new list
Action
Create New Document
Create new document in the specific location
Action
Create New Document Page
Create new page in the specific document
Action
Create Space
A Space represents teams, departments, or groups, each with its own Lists, workflows, and settings.
Action
Create Subtask
Creates a new subtask
Action
Create Task
Creates a new task.
Action
Edit Document Page
Edit document page
Action
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Find Documents
Search for documents by location.
Action
Find Task by ID
Find an existing task by its ID.
Action
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Find User by Name or Email
Find an existing user by their name or their email.
Action
Post a Task Comment
Post a comment to a task
Action
Post Attachment
Post an attachment to a task.
Action
Send Chat Message to Channel
Post a message to a specific channel you choose.
Action
Send Direct Message
Send a direct message to a user or yourself.
Action
Time Tracked
Add time tracked to a task
Action
Update Task
Updates an existing task.
Trigger
New Company
Triggered when a new company is created in CentralStationCRM.
Trigger
New Deal
Triggered when a new deal is created in CentralStationCRM.
Trigger
New Person
Triggered when a new person (contact) is created in CentralStationCRM.
Trigger
New Task
Triggered when a new task is created in CentralStationCRM.
Action
Create Company
Creates a company in CentralStationCRM.
Action
Create Deal
Creates a deal in CentralStationCRM.
Action
Create Person
Creates a new person (contact) in CentralStationCRM with the name, salutation, title and background notes you supply, and returns the new person's id and stored details.
Action
Create Task
Creates a new task in CentralStationCRM with the text, due date and responsible user you supply, optionally attached to a person, company or deal, and returns the new task's id and details.
Action
Find Company
Searches CentralStationCRM for companies whose name matches the text you supply, and returns the matching company records (empty when nothing matches).
Action
Find Person
Searches CentralStationCRM for people matching the name or email address you supply, and returns the matching person records (empty when nothing matches).
Action
Get Company
Returns one company from CentralStationCRM by its id, including the company's individual (custom) field values.
Action
Get Deal
Returns one deal from CentralStationCRM by its id, including the deal's individual (custom) field values.
Action
List Companies
Returns a page of companies from CentralStationCRM, with each company's id, name, background and timestamps.
Action
List Deals
Returns a page of deals from CentralStationCRM, with each deal's id, name, value, stage, pipeline and company.
Action
List People
Returns a page of people (contacts) from CentralStationCRM, with each person's id, name, title and notes.
Action
List Tasks
Returns a page of tasks from CentralStationCRM, with each task's name, due date, done flag and the person, company or deal it belongs to.
Action
Update Company
Updates an existing company in CentralStationCRM and returns the company as it stands after the update. Fields left blank are not changed.
Action
Update Deal
Updates an existing deal in CentralStationCRM and returns the deal as it stands after the update. Fields left blank are not changed.
Action
Update Person
Updates an existing person (contact) in CentralStationCRM and returns the person as they stand after the update. Fields left blank are not changed.

Each app on its own

The other way round: CentralStationCRM to ClickUp