ClickUp and Salesmate integration

Save yourself the work of writing custom integrations for ClickUp and Salesmate and use n8n instead. Build adaptable and scalable Productivity, Communication, and Sales workflows that work with your technology stack. All within a building experience you will love.

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How to connect ClickUp and Salesmate

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

ClickUp and Salesmate integration: Create a new workflow and add the first step

Step 2: Add and configure ClickUp and Salesmate nodes

You can find ClickUp and Salesmate in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure ClickUp and Salesmate nodes one by one: input data on the left, parameters in the middle, and output data on the right.

ClickUp and Salesmate integration: Add and configure ClickUp and Salesmate nodes

Step 3: Connect ClickUp and Salesmate

A connection establishes a link between ClickUp and Salesmate (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

ClickUp and Salesmate integration: Connect ClickUp and Salesmate

Step 4: Customize and extend your ClickUp and Salesmate integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect ClickUp and Salesmate with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

ClickUp and Salesmate integration: Customize and extend your ClickUp and Salesmate integration

Step 5: Test and activate your ClickUp and Salesmate workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from ClickUp to Salesmate or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

ClickUp and Salesmate integration: Test and activate your ClickUp and Salesmate workflow

Build your own ClickUp and Salesmate integration

Create custom ClickUp and Salesmate workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

ClickUp supported actions

Create

Create a checklist

Delete

Delete a checklist

Update

Update a checklist

Create

Create a checklist item

Delete

Delete a checklist item

Update

Update a checklist item

Create

Create a comment

Delete

Delete a comment

Get Many

Get many comments

Update

Update a comment

Create

Create a folder

Delete

Delete a folder

Get

Get a folder

Get Many

Get many folders

Update

Update a folder

Create

Create a goal

Delete

Delete a goal

Get

Get a goal

Get Many

Get many goals

Update

Update a goal

Create

Create a key result

Delete

Delete a key result

Update

Update a key result

Create

Create a list

Custom Fields

Retrieve list's custom fields

Delete

Delete a list

Get

Get a list

Get Many

Get many lists

Member

Get list members

Update

Update a list

Create

Create a space tag

Delete

Delete a space tag

Get Many

Get many space tags

Update

Update a space tag

Create

Create a task

Delete

Delete a task

Get

Get a task

Get Many

Get many tasks

Member

Get task members

Set Custom Field

Set a custom field

Update

Update a task

Create

Create a task dependency

Delete

Delete a task dependency

Add

Add a task to a list

Remove

Remove a task from a list

Add

Add a tag to a task

Remove

Remove a tag from a task

Create

Create a time entry

Delete

Delete a time entry

Get

Get a time entry

Get Many

Get many time entries

Start

Start a time entry

Stop

Stop the current running timer

Update

Update a time Entry

Add

Add tag to time entry

Get Many

Get many time entry tags

Remove

Remove tag from time entry

Salesmate supported actions

Activity
Company
Deal

Create

Create an activity

Delete

Delete an activity

Get

Get an activity

Get Many

Get many companies

Update

Update an activity

Create

Create a company

Delete

Delete a company

Get

Get a company

Get Many

Get many companies

Update

Update a company

Create

Create a deal

Delete

Delete a deal

Get

Get a deal

Get Many

Get many deals

Update

Update a deal

ClickUp and Salesmate integration details

Clickup is one app that brings all the tools you use at one place. It is free, an no credit card is needed to sign up. It saves your time and energy and makes your life easier by replacing all the apps you use: Tasks, Docs, Chat, Goals, & more.

ClickUp node docs + examples

ClickUp credential docs

See ClickUp integrations

Related categories

Productivity

Communication

Salesmate is a truly intelligent sales CRM (Customer Relationship Management) that reduces pain by helping you be more productive. Everything your sales team needs to sell more and to be more productive like building a sales line and tracking the progress of your leads is built in this software.

Salesmate node docs + examples

Salesmate credential docs

See Salesmate integrations

Related categories

Sales

Other integrations with ClickUp