Connect ClickUp with Meets
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Automate ClickUp and Meets with Pluga integrations
ClickUp and Meets
your way
Check out the available triggers and actions in the automation of apps ClickUp + Meets
Created task
For each created task on ClickUpHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created task
For each created task on ClickUp
Task Name
End date
Description
Initial date
Task creator
List name
Task URL
ID of those responsible separated by comma
Responsible persons separated by comma
Email of those responsible separated by comma
Color of those responsible separated by comma
Initials of those responsible for the task
Task ID
Task creation date
Task Status
Task priority
Task folder name
Tags
Project name
Update date
Estimated task time
Time spent on task
Task creator email
List ID
Task 'parent' task
Checklists
Space ID
Project ID
Task end date
Task points
Task creator ID
I give status
Linked tasks
Folder ID
Orderindex
Name of attachments separated by comma
Comma-separated attachment link
Name and link of attachments separated by comma
Opportunity reaches stage in the sales pipeline
When an opportunity reaches a certain funnel stage on MeetsHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Opportunity reaches stage in the sales pipeline
When an opportunity reaches a certain funnel stage on Meets
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Updated task status
When a task reaches a certain status on ClickUpHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Updated task status
When a task reaches a certain status on ClickUp
Task name
End date
Description
Initial date
Task creator
List name
Task URL
ID of those responsible separated by comma
Responsible persons separated by comma
Email of those responsible separated by comma
Color of those responsible separated by comma
Initials of those responsible for the task
Task ID
Task creation date
Task status
Task priority
Task folder name
Tags
Project name
Update date
Estimated task time
Time spent on task
Task creator email
List ID
Task 'parent' task
Checklists
Space ID
Project ID
Task end date
Task points
Task creator ID
I give status
Linked tasks
Folder ID
Orderindex
Name of attachments separated by comma
Comma-separated attachment link
Name and Link of attachments separated by comma
Lost opportunity
For each lost opportunity on MeetsHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Lost opportunity
For each lost opportunity on Meets
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Won opportunity
For each conquered opportunity on MeetsHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Won opportunity
For each conquered opportunity on Meets
Opportunity ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
Name of the user responsible for the opportunity
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Created opportunity
For each created opportunity on MeetsHow it works:
Whenever something happens on the source app
All happening in a single automation! ✨
Created opportunity
For each created opportunity on Meets
ID
Opportunity status
Opportunity registration date
Description of the opportunity
Opportunity stage ID
Opportunity stage
Opportunity Pipeline ID
Opportunity pipeline
User ID responsible for the opportunity
RESPONSIBLE USER
Reason for missing the opportunity
Opportunity loss reason ID
Total amount
Customer ID
Customer's area of activity
Customer origin
Address neighborhood
Customer cell phone
Address: Zip Code
Address: City
Customer name
Company CNPJ
Customer CPF
Customer email
Customer phone
Customer Address
Address: Number
Full address
Kind of person
Address: UF
Create/update task
create or update a new task on ClickUpHow it works:
Whenever something happens on the source app
1.
All happening in a single automation! ✨
Create/update task
create or update a new task on ClickUp
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?
checklist name
checklist items
Separator
Add or update opportunity
register an opportunity on MeetsHow it works:
Whenever something happens on the source app
1. An deal will be added/updated on Meets
2. A person associated with this deal will be created/updated on Meets
All happening in a single automation! ✨
Add or update opportunity
register an opportunity on Meets
Opportunity Title Required
Opportunity Tag/Status
Responsible Required
Amount
Products/Services
Name/Corporate Name
Kind of person Required
CPF
CNPJ
Cell phone
Telephone
Occupation area
Origin selection mode
Origin
Origin
City
State
How the ClickUp and Meets integration works
Trusted by over 10.000 amazing companies
ClickUp
ProjectConnect ClickUp to 130+ apps with Pluga and turn your work into a productive machine. Create tasks and cards automatically from what happens in other systems, update statuses without opening app after app and keep your team aligned around the same place.
Integrations with ClickUp See more integrations with Project Visit ClickUp Meets
CRMConnect Meets to 130+ apps with Pluga and turn your work into a productive machine. Register leads from every channel automatically, move deals along on their own, generate contracts and invoices, fire personalized follow-ups at the right moment and keep your pipeline always up to date.
Integrations with Meets See more integrations with CRM Visit Meets