ClickUp, Xama Onboarding Integrations

ClickUp
Xama Onboarding
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Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

ClickUp

Watch Folders INSTANT

Triggers when a specific folder event happens.

ClickUp

Watch Lists INSTANT

Triggers when a specific list event happens.

ClickUp

Watch Spaces INSTANT

Triggers when a specific space event happens.

ClickUp

Watch Tasks INSTANT

Triggers when a specific task or subtask event happens.

ClickUp

Watch Tasks

Triggers when a task or subtask is created or updated.

Xama Onboarding

AML Check Updated INSTANT

Triggers when an AML check is created, returned or updated.

Xama Onboarding

Client Created INSTANT

Triggers when a client is created within Hub.

Xama Onboarding

Client Updated INSTANT

Triggers when a client record is updated in Hub.

Xama Onboarding

Contact Created INSTANT

Triggers when a Hub contact is created.

Xama Onboarding

Contact Updated INSTANT

Triggers when a Hub contact is updated.

Xama Onboarding

Onboarding Request Updated INSTANT

Triggers when an onboarding request is created, returned or updated.

Xama Onboarding

Report Updated INSTANT

Triggers when a report status has changed.

Actions

ClickUp

Add a Dependency

Adds a dependency to a task.

ClickUp

Add Tag to a Task

Adds tag to a task.

ClickUp

Add Tracked Time

Adds time tracked to a task.

ClickUp

Create a Folder

Creates new folder for specific space.

ClickUp

Create a Folderless List

Creates a folderless list.

ClickUp

Create a Goal

Creates new workspace goal.

ClickUp

Create a Checklist

Adds new checklist to a specific task.

ClickUp

Create a Checklist Item

Creates an item in a checklist.

ClickUp

Create a List

Creates new list for specific folder.

ClickUp

Create a Space

Creates a space.

ClickUp

Create a Space Tag

Creates a new tag for specific space.

ClickUp

Create a Target

Creates a goal target.

ClickUp

Create a Task

Creates new task in a specific list or sub-task in a specific task.

ClickUp

Create a Task (advanced)

Creates a new task in a list.

ClickUp

Create a Task from a Template

Creates a task from a specific template.

ClickUp

Create a Time Entry

Creates a new time entry manually.

ClickUp

Delete a Comment

Deletes a list or task comment.

ClickUp

Delete a Dependency

Removes a dependency of tasks.

ClickUp

Delete a Folder

Deletes a folder.

ClickUp

Delete a Goal

Deletes a specific goal.

ClickUp

Delete a Checklist

Deletes a specific checklist.

ClickUp

Delete a Checklist Item

Deletes a specific checklist item.

ClickUp

Delete a List

Deletes a list.

ClickUp

Delete a Space

Deletes a specific space.

ClickUp

Delete a Space Tag

Deletes a space tag.

ClickUp

Delete a Target

Deletes a target.

ClickUp

Delete a Task

Deletes a specific task.

ClickUp

Delete a Time Entry

Deletes a time entry.

ClickUp

Delete Time Tracked

Deletes tracked time.

ClickUp

Edit a Folder

Updates a folder.

ClickUp

Edit a Goal

Updates a goal.

ClickUp

Edit a Checklist

Updates checklist name and/or position.

ClickUp

Edit a Checklist Item

Updates a checklist item.

ClickUp

Edit a List

Updates a list.

ClickUp

Edit a Space

Updates a space.

ClickUp

Edit a Space Tag

Updates a space tag.

ClickUp

Edit a Target

Updates a goal target.

ClickUp

Edit a Task

Updates a task.

ClickUp

Edit a Task with Custom Fields

Updates a task.

ClickUp

Edit a Task with Custom Fields (advanced)

Updates a task.

ClickUp

Edit Time Tracked

Updates tracked time.

ClickUp

Get a Folder

Retrieves details about specific folder.

ClickUp

Get a Goal

Retrieves details about specific goal.

ClickUp

Get a List

Retrieves details about specific list.

ClickUp

Get a Space

Retrieves details about specific space.

ClickUp

Get a Task

Retrieves details about specific task or subtask.

ClickUp

Get a Time Entry

Gets a specified time entry.

ClickUp

Get a View

Retrieves details about specific view.

ClickUp

Get a Workspace

Gets a specified workspace.

ClickUp

Invite a User to a Workspace

Invites a user to a selected workspace.

ClickUp

Make an API Call

Performs an arbitrary authorized API call.

ClickUp

Post a Task Comment

Posts a comment to a task.

ClickUp

Post a View Comment

Posts a comment to a view.

ClickUp

Post List Comment

Posts a comment to a list.

ClickUp

Remove Tag from a Task

Removes tag from a specific task.

ClickUp

Start/Stop a Timer

Starts or stops a timer.

ClickUp

Update a Comment

Updates a list or task comment.

ClickUp

Update a Time Entry

Updates an existing time entry.

ClickUp

Upload Task Attachment

Adds attachment to a task.

Xama Onboarding

Create a Company Report

Creates or updates a single company report.

Xama Onboarding

Create a Hub Client

Creates a Hub client record.

Xama Onboarding

Create a Hub Contact

Creates a Hub contact record.

Xama Onboarding

Create an AML Report

Creates or updates a single AML report.

Xama Onboarding

Create an Onboarding Report

Creates or updates a single onboarding report.

Xama Onboarding

Delete Report

Deletes a report by ID.

Xama Onboarding

Initiate an AML Check

Initiates an AML check on a Hub contact.

Xama Onboarding

Make an API Call

Performs an arbitrary authorized API call.

Xama Onboarding

Reset Onboarding Stages

Resets a stage within an onboarding report.

Xama Onboarding

Retrieve a Company Report

Retrieves a single company report by ID.

Xama Onboarding

Retrieve a Hub AML Report

Retrieves an AML report specific to a Hub contact.

Xama Onboarding

Retrieve a Hub Client

Retrieves a single Hub client record by ID.

Xama Onboarding

Retrieve a Hub Contact

Creates a Hub contact record.

Xama Onboarding

Retrieve an AML Report

Retrieves a single AML report by ID.

Xama Onboarding

Retrieve an Onboarding Report

Retrieves a single onboarding report by ID.

Xama Onboarding

Retrieve an Onboarding Request

Retrieves and onboarding request specific to a Hub Contact.

Xama Onboarding

Send Onboarding Request

Creates an onboarding request in Hub against a contact.

Xama Onboarding

Trigger a Report lookup

Performs an immediate lookup on the specified report by report type and report ID.

Xama Onboarding

Update a Hub Contact

Updates a Hub Contact

Searches

ClickUp

List All Accessible Custom Fields

Retrieves all custom fields for specific list.

ClickUp

List All Comments

Retrieves all coments for specific task, view or list.

ClickUp

List All Folderless Lists

Retrieves all space lists.

ClickUp

List All Folders

Retrieves all folders for a specific space.

ClickUp

List All Folder Views

Retrieves all folder views.

ClickUp

List All Goals

Retrieves all workspace goals.

ClickUp

List All List Members

Retrieves all list members.

ClickUp

List All Lists

Retrieves all lists for specific folder.

ClickUp

List All List Views

Retrieves all list views.

ClickUp

List All Spaces

Retrieves all spaces belonging to a specific team.

ClickUp

List All Space Tags

Retrieves all tags of a specific space.

ClickUp

List All Space Views

Retrieves all space views.

ClickUp

List All Task Members

Retrieves all task members.

ClickUp

List All Tasks

Retrieves all tasks for specific list.

ClickUp

List All Team Views

Retrieves all team views.

ClickUp

List All View Tasks

Retrieves all tasks for specific view.

ClickUp

List All Workspaces

Retrieves all workspaces.

ClickUp

List Filtered Tasks

Retrieves tasks for specific workspace.

ClickUp

List Subtasks for a Task

Retrieves all subtasks for a specified task.

ClickUp

List Task Templates

Retrieves all task templates.

ClickUp

List Time Entries

Retrieves a list of time entries within a date range.

ClickUp

List Time Entry's Histories

Retrieves a list of time entry's histories.

ClickUp

List Tracked Time

Retrieves tracked time for specific task.

Xama Onboarding

Search Hub Clients and Contacts

Search Hub clients by name or email address.

Integrate ClickUp, Xama Onboarding with these services