Skip to main content

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

Hi @MasterNate 

Try these Zap action steps:

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

 

 


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!