ClickUp and Salesforce Data Cloud integrations and automations

Seamlessly connect ClickUp and Salesforce Data Cloud. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

ClickUp
  • New event Real-time
    New event in ClickUp
  • New/updated record
    New or updated record in ClickUp
  • New record
    New record in ClickUp

    • Any other trigger you can think up

Actions

Do this…

ClickUp
  • Create record
    Create record in ClickUp
  • Custom action
    Custom action in ClickUp
  • Delete record
    Delete record in ClickUp
  • Get record details
    Get details of specific record in ClickUp
  • Search records
    Search an object in ClickUp
  • Update record
    Update record in ClickUp
  • Upload task attachment
    Upload Task attachment in ClickUp

    • Any other action you can think up

Salesforce Data Cloud
  • Custom action
    Custom action in Salesforce Data Cloud (Custom)
  • Ingest data Bulk
    Ingest data via CSV files in Salesforce Data Cloud
  • Query data
    Query data using SQL in Salesforce Data Cloud
  • Ingest data (Streaming)
    Ingest data via streaming in Salesforce Data Cloud
  • Query data (Subsequent)
    Retrieve data using batch ID in Salesforce Data Cloud

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

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