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Create/Update Task in ClickUp From Salesforce

eliezeraugust0
Deputy Chef I
Deputy Chef I

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? 

Screenshot 2023-08-07 142250.pngScreenshot 2023-08-07 142619.png

1 ACCEPTED SOLUTION

ahanumantharaya
Deputy Chef III
Deputy Chef III

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.

View solution in original post

3 REPLIES 3

meghan-legaspi
Community Manager
Community Manager

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

Here are the pictures

Screenshot 2023-08-07 142250.pngScreenshot 2023-08-07 142619.png

ahanumantharaya
Deputy Chef III
Deputy Chef III

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.