Automate ClickUp with Agendor

Unlock the superpowers of ClickUp + Agendor and automate your tasks without having to write a single line of code.

ClickUp and Agendor
your way

Check out the available triggers and actions in the automation of apps ClickUp + Agendor

Action

See fields

Task update settings

Task name Required

Task description

Responsible for the task

Task status

Task Tags

Task priority

Task due date

Task start date

Notify users?

Action

See fields

Distribute new deal

Select sellers

Email of the Responsible

Title Required

Contact type Required

Deal status

Description

Start date

Date of the conclusion

Ranking

Amount

Deal: product/service

Negócio: valor unitário do produto/serviço

Negócio: quantidade do produto/serviço

Negócio: código do produto/serviço

Negócio: desconto do produto/serviço

Visible to all users?

Update person based on

Person: name

Person: cpf

Person: ranking

Person: description

Person: birthday

Person: email

Person: phone

Person: cell phone

Person: fax

Person: whatsapp

Person: facebook

Person: twitter

Person: instagram

Person: linkedin

Person: skype

Person: cep

Person: country

Person: neighborhood

Person: state

Person: street

Person: street number

Person: complement

Person: city

Person: origin

Person: category

Person: product/service

Company: name

Company: corporate name

Company: cnpj

Company: ranking

Company: description

Company: email

Company: phone

Company: cell phone

Company: fax

Company: whatsapp

Company: facebook

Company: twitter

Company: instagram

Company: linkedin

Company: skype

Company: cep

Company: country

Company: neighborhood

Company: state

Company: street

Company: street number

Company: complement

Company: city

Company: origin

Company: category

Company: sector

Company: product/service

Task title

Person responsible for the created task

Task due date

Task type

Action

See fields

Distribuir novos contatos

Selecionar vendedores

Select the person responsible

Update person based on

Person: name Required

Person: email

Person: phone

Person: cell phone

Person: cpf

Person: position

Person: description

Person: birthday

Person: category

Person: origin

Person: product/service

Person: ranking

Company: name

Company: corporate name

Company: cnpj

Company: ranking

Company: description

Company: email

Company: phone

Company: cell phone

Company: category

Company: origin

Company: sector

Company: product/service

Person: cep

Person: country

Person: neighborhood

Person: state

Person: street

Person: street number

Person: complement

Person: city

Company: cep

Company: country

Company: neighborhood

Company: state

Company: street

Company: street number

Company: complement

Company: city

Person: fax

Person: whatsapp

Person: facebook

Person: twitter

Person: instagram

Person: linkedin

Person: skype

Company: fax

Company: whatsapp

Company: facebook

Company: twitter

Company: instagram

Company: linkedin

Company: skype

Didn't find your use case? Send suggestion.

Automate ClickUp and Agendor
with Pluga integrations

Explore automation templates

Agendor

ClickUp

For each added deal on Agendor, create or update a new task on ClickUp

EXPLORE

Agendor

ClickUp

For each won deal on Agendor, create or update a new task on ClickUp

EXPLORE

Agendor

ClickUp

For each lost deal on Agendor, create or update a new task on ClickUp

EXPLORE

Agendor

ClickUp

When a deal reaches a certain funnel stage on Agendor, create or update a new task on ClickUp

EXPLORE

Agendor

ClickUp

For each created company on Agendor, create or update a new task on ClickUp

EXPLORE

Agendor

ClickUp

For each created person on Agendor, create or update a new task on ClickUp

EXPLORE

ClickUp

Agendor

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How to integrate apps with Pluga?

Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.

Choose the source and the trigger

What is the automation trigger?

The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.
Set the destination and the action

What is an action within an automation?

The action serves as a response to the previously selected trigger. That is, it occurs once the trigger is activated. For example, in an automation between Facebook Lead Ads (source) and Google Sheets (destination), as soon as the trigger “For each response on an advertisement” is activated in the source app, the action “Add data to a new row on a spreadsheet” will be carried out in the destination app.
Map the information

How does information mapping work?

Information mapping is where you configure which captured information from the source app will be sent to each field in the destination app(s).

For example, in an automation between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.
Multi-action
Enhance your Automation

Is it possible to have more than one action?

With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.

Automate ClickUp + Agendor
and say goodbye to manual (and tedious) tasks!

By connecting the apps you use through Pluga, you can automate various processes in your routine and
have time for tasks that really matter.

👤 Contact management

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

💰 Sales management

Automate your sales tracking

With the help of Pluga's automations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

📈 Financial management

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

💬 Internal communication

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

🔔 Automatic notifications

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp

ClickUp

Project

ClickUp is a task and team management app. The platform assists various teams, including marketing, sales, IT, HR, and others, that aim to optimize their routines.

Integrations with ClickUp Visit ClickUp

Agendor

CRM

Agendor is a CRM platform that works as a personal assistant for sales teams, helping salespeople reach their full potential. From planning to post-sales, the app encompasses various features to ensure no opportunity is lost in the pipeline.

Integrations with Agendor Visit Agendor

Frequently Asked Questions

How to automate ClickUp with Agendor?
With Pluga, you can easily automate ClickUp com Agendor . Just follow these steps:
- 1. Log in or sign up (for free) on Pluga and click on “Create automation”;
- 2. Select the source app and trigger;
- 3. Select the destination app and action;
- 4. Make the necessary adjustments, specifying which data will be sent to one app to another.
Why automate ClickUp with Agendor at Pluga?

By automating ClickUp with Agendor on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.
Is there a cost to automate ClickUp with Agendor?

On Pluga, you can make several automations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create automations between ClickUp, Agendor, and even other apps.

We also offer three other plans, with prices ranging from $17 to $65 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

Check Pluga's pricing page for more details.

Automate ClickUp with Agendor

Unlock the superpowers of ClickUp + Agendor and automate your tasks without having to write a single line of code.

ClickUp and Agendor your way

Automate ClickUp and Agendor with Pluga integrations

How to integrate apps with Pluga?

Choose the source and the trigger

Set the destination and the action

Map the information

Enhance your Automation

Automate ClickUp + Agendorand say goodbye to manual (and tedious) tasks!

Automatic transfer of your contacts' information to other apps

Automate your sales tracking

Automated financial control

Reduce communication noise - and rework!

Customized alerts for customers

ClickUp

Agendor

Frequently Asked Questions

Ready to automate your business? Start now in under 2 minutes.

ClickUp and Agendor
your way

Automate ClickUp and Agendor
with Pluga integrations

Automate ClickUp + Agendor
and say goodbye to manual (and tedious) tasks!