Create ClickUp tasks from new Initiative CRM contacts

Sync KPI metrics from ClickUp and Google Sheets to Slack and Gmail

Description Automate daily KPI tracking and reporting by integrating ClickUp tasks and Google Sheets lead data into a unified dashboard. This workflow computes performance metrics, analyzes sentiment, and delivers visualized reports to Slack and Gmail for instant team insights. 📊💬📧 What This Template Does - Triggers automatically every day using a cron scheduler. ⏰ - Fetches project task data from ClickUp, including status, priority, and assignee metrics. - Retrieves lead generation data and res

Create ClickUp tasks for new MakePlans bookings

Every time an invitee reservate an appointment in MakePlans, Make will automatically create a new task in a ClickUp list of your choice.

Add completed ClickUp tasks to Airtable

When a task's status is changed to 'Complete' on ClickUp, this scenario will instantly receive the data and add it to an Airtable Base automatically. Please ensure that 'Complete' is status option in ClickUp.

Watch new responses in Tally and create tasks in ClickUp

Automatically create ClickUp tasks for every new response in Tally, streamlining task management and ensuring no response goes unnoticed.

Create ClickUp tasks from new emails in Gmail

Automatically create new tasks in ClickUp every time you receive a new Gmail email.

Create a ClickUp task from a new Salesforce opportunity and send a Slack notification

Use this template to automatically create a ClickUp task and send a Slack notification when a new Salesforce opportunity is created.

Create GIFs for new Google Drive videos via Gfycat GIF Hosting and upload them to Google Drive

Make will watch your Google Drive video files at regular intervals, create GIF files for them via Gfycat GIF Hosting and upload them to your Google Drive.

Send a Slack message from a new Salesforce account (company)

Use this template to send a Slack message to a channel or a user when a new Salesforce account (a company in Salesforce) is created.