Hi @Melly47 , welcome to the community.
I feel like you can do the following for these scenarios:
Specific E mail Notifications > Clickup >Assigned as a task
You can achieve this as follows:
- Add a specific label in your email
- Setup a zap to trigger when a new email is received under that label (for example label “special” is assigned to an email in Gmail)
- Next step in the zap will be to create a new task in Clickup, select your workspace, your list and then other details of the task
- You’re good to go
Slack >Clickup
This is pretty easy. Slack triggers are available in zapier to choose what is best for you. For example, a new message is sent to a private channel in clickup trigger is available. Just use that, to create the clickup task in the next step in zapier and you should be good.
Clickup/Slack or similar > Scheduled E mail or Whatsapp Message.
For this, you’ll have to use a third party service. Specially for whatsapp message. Scheduled email trigger might be available for gmail, but not sure about service.
Enquiry> Clickup> Assign to Team member
For enquries, I would recommend to use Clickup forms directly to capture whatever data you are requesting from your potential client. Once the client fills in, a task will automatically be created in Clickup. You can then use clickup in-built automation to assign it to a specific team member whenever a new task is created via form submission.
Let me know if you have any questions at all. Happy to help.
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Zaki
Hello and welcome to the Community @Melly47!
Have you had a chance to give @zaki_readylogic’s suggestions a try yet?
Keen to ensure you’re all set so please keep us updated on how you get on with this - happy to help if you run into any trouble at all!