Siteglide integration with ClickUp
How to Create ClickUp tasks from new form cases in Siteglide
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create ClickUp tasks from new form cases in Siteglide" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Siteglide integrations
Siteglide actions
Nekton can use any feature that is available in Siteglide API.
Using our advanced AI, you can easily create custom automations for Siteglide.
Here are some typical actions you can do in your automated workflows.
Create Case
Creates a form case
Create Module Item
Creates a Module Item
Create a User
Creates a User in the CRM
Update Category
Update a Category
Update Module Item
Update a Module Item
Update WebApp Item
Update a WebApp Item
About Siteglide
Siteglide is a Digital Experience Platform (DXP) that helps Agencies build & manage Websites, Portals, Marketplaces & Bespoke Applications.