topic Re: Create/Update Task in ClickUp From Salesforce in Workato Pros Discussion Board

Create/Update Task in ClickUp From Salesforce

eliezeraugust0 — Mon, 28 Aug 2023 20:39:33 GMT

I have a custom object named "Items" in salesforce, and I want tasks to be created in ClickUp whenever an Item is created, if the task is created then it should be updated.

is there anything I'm missing?

Re: Create/Update Task in ClickUp From Salesforce

meghan-legaspi — Mon, 14 Aug 2023 21:16:50 GMT

Hey @eliezeraugust0, do you mind reattaching the photos you provided? I can't view on my end.

Re: Create/Update Task in ClickUp From Salesforce

ahanumantharaya — Tue, 15 Aug 2023 18:30:04 GMT

One method is to run your recipe in schedule and have Query to Items which was created.
Another method is to use webhook. Create a webhook in salesforce and have Workato run recipe based up on webhook.

Re: Create/Update Task in ClickUp From Salesforce

eliezeraugust0 — Mon, 28 Aug 2023 20:38:59 GMT

Here are the pictures

Re: Create/Update Task in ClickUp From Salesforce

eliezeraugust0 — Tue, 21 Nov 2023 15:35:41 GMT

I was able to fix it, Just matched the ID and the name of the item. In order for it to work I Created two apps in ClickUp API. One for Workato (I asked them for their return URL) and one for Salesforce. Then I created the Recipe Below and it works fine. It is not bi-directional because it was not a client request, but still tested and works bi-directionally.