Question

Copper to Clickup via Zapier - Specifically Tasks

  • 14 September 2021
  • 1 reply
  • 9 views

Hello everyone.

 

For the meantime, I’ve decided to work with ClickUp for all of my task management. I’ve found that there’s a pretty decent flow of info from Copper to ClickUp via zapier.


I am now forwarding all tasks to ClickUp via Zapier, but I can’t seem to the get the detail of the task itself over there, such as the customer name and / or opportunity name.

Does anyone have experience with this that can offer us some insight?


1 reply

Userlevel 2
Badge +1

@Alext unfortunately our zapier connector does not natively support relating tasks. Our API however can, with some custom work. 

If you want one Professional Services Partners can help you build this on paid engagement, complete the form at the link below

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