Salesforce Report Trigger Task creation in ClickUp

  • 17 September 2021
  • 1 reply

I’m trying to get my Salesforce Reports to run and create new records in ClickUp. It seems like the ClickUp side is fine, but I’ve only been able to get Salesforce to the report, not the report’s data. Does anyone know how to get down to the data?



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1 reply

Userlevel 7
Badge +9

Hi there, @ohitsbri! Welcome to the Community! Happy to take a look here. 

I’d suggest taking a peek at this help article under “custom fields/objects not loading”. Sometimes there’s a bit of a delay when those fields are added from when they actually appear in the zap. 

Do you mind running through those steps to see if it that does the trick? Let us know! 🙂