Connect ClickUp to Copper

Both apps 67ClickUp 28Copper 39

• 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 Activity

  Triggers when a new activity is created.

• Trigger
  New Company

  Triggers when a new Company is created in Copper.

• Trigger
  New Lead

  Triggers when a Lead is created in Copper.

• Trigger
  New Opportunity

  Triggers when an Opportunity is created in Copper.

• Trigger
  New Person

  Triggers when a new Person is created in Copper.

• Trigger
  New Project

  Triggers when a new Project is created in Copper.

• Trigger
  New Task

  Triggers when a new Task is created in Copper.

• Trigger
  Updated Company

  Triggers when a Person's Company is changed.

• Trigger
  Updated Contact Type

  Triggers when a Person's Contact Type is changed.

• Trigger
  Updated Lead

  Triggers when a Lead is changed.

• Trigger
  Updated Lead Status

  Triggers when a Lead's status is changed.

• Trigger
  Updated Opportunity

  Triggers when an Opportunity is changed.

• Trigger
  Updated Opportunity Stage

  Triggers when an Opportunity's stage is changed.

• Trigger
  Updated Opportunity Status

  Triggers when an Opportunity's status is changed.

• Trigger
  Updated Person

  Triggers when a Person is changed.

• Trigger
  Updated Project

  Triggers when a Project is changed.

• Trigger
  Updated Task

  Triggers when a Task is changed.

• Action
  Associate to Project

  This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.

• Action
  Create Activity

  Logs a new Activity on a Person, Company, Opportunity, or Lead.

• Action
  Create Company

  Creates a new Company.

• Action
  Create Lead

  Creates a new Lead.

• Action
  Create Opportunity

  Creates a new Opportunity.

• Action
  Create Person

  Creates a new Person.

• Action
  Create Project

  Creates a new Project.

• Action
  Create Task

  Creates a new Task.

• Action
  Create/Update Company

  Creates or Updates a Company depending on the match criteria.

• Action
  Create/Update Lead

  Creates or Updates a Lead depending on the match criteria.

• Action
  Create/Update Opportunity

  Creates or Updates an Opportunity based off of a match criteria.

• Action
  Create/Update Person

  Creates or Updates a Person depending on the match criteria.

• Action
  Create/Update Project

  Creates or Updates a Project depending on the match criteria.

• Action
  Search for a Company

  Searches for an existing company in Copper.

• Action
  Search for an Activity

  Searches for an existing activity in Copper.

• Action
  Search for a Opportunity

  Searches for an existing opportunity in Copper.

• Action
  Search for a Person

  Searches for an existing person in Copper.

• Action
  Search for a Project

  Searches for an existing project in Copper.

• Action
  Update Company

  Updates a Company depending on the match criteria.

• Action
  Update Opportunity

  Updates an Opportunity based off of a match criteria.

• Action
  Update Person

  Updates a Person depending on the match criteria.

• Action
  Update Project

  Updates a Project depending on the match criteria.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.