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Question

How to update an already created Clickup task when a customer is updated on my booking platform (BookingKoala)

  • September 3, 2024
  • 2 replies
  • 13 views

I have a customer database within Clickup. This is created through a Zapier when a “New customer” books a cleaning on my booking platform; BookingKoala. 

How do I create a Zap that will automatically update the task in Clickup with the new information provided in BookingKoala?

Example:

  • Customer John Smith books a recurring cleaning in August.
  • Zap automatically creates a task in Clickup with all his information
  • Customer updates some details on his profile in bookingkoala
  • Zap automatically updates the original task that was created in Clickup with the new information
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2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • September 3, 2024

Hi @MasterNate 

Try these Zap action steps:

  • Action:
  • Action: ClickUp - Update Task
    • Map the ClickUp Task ID from the previous step

 

 


SamB
Community Manager
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  • Community Manager
  • September 17, 2024

Hi there @MasterNate! 👋

How did you get on with those ClickUp actions Troy suggested? Want to ensure everything’s on track, so let us know if you need any additional guidance at all!