Question

How do I update a ClickUp task with a tag when a client books a Calendly call?

  • 28 September 2023
  • 3 replies
  • 32 views

I am trying to create a zap that updates a task in clickup when a client books a call in calendly. My tasks in clickup are created by client’s first discovery call and it is pulling their first name and last name for task name. I want to add a tag to a task when they schedule their kickoff call. Everything is fine until I get to update the task. 

 


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3 replies

Userlevel 7
Badge +14

Hi @Thesocialartist.co 

Good question.

The Task field expects the Task ID from Step 3.

 

@Troy Tessalone Thank you! I am just curious, how will it know to pull the specific task ID inside clickup for all individual call entrys? 

 

Userlevel 7
Badge +14

@Thesocialartist.co

You are finding the Task in Step 3.

So it depends on how that Zap step is configured.