🔥 Delighted is sunsetting: Migrate to Retently in minutes and get 2 months free. Learn more! 🔥 Delighted is sunsetting: Migrate to Retently in minutes. Learn more!
menu
Free Trial Sign In

Integrate ClickUp with Retently

Trigger NPS/CSAT surveys after completing customer-related tasks or projects, sync customer feedback scores to prioritize tasks, and use survey responses to inform project management and customer support strategies.

Start Free Trial
ClickUp logo

About ClickUp

ClickUp is a productivity platform for managing work and personal tasks. It provides features for task management, collaboration, and workflow customization.

ClickUp logo

ClickUp to Retently

1

New Message Posted to Channel

Triggers when a new message is posted to a specific channel you choose.
2

New Comment on a Task

Triggers when a new comment is added to a task in ClickUp.
3

New List

Triggers when new lists are created.
4

Task Changes

Triggers when a task changes.
5

New Reaction Added to Chat Message

Triggers when a reaction (emoji) is added to a message in a public channel.
6

New Folder

Triggers when new folders are created.
7

New Task

Triggers when tasks are added.
8

New Time Entry

Triggers when a new time entry is added using ClickUp time tracking.
ClickUp logo

Retently to ClickUp

1

Archive or Delete Task

Archives or deletes a ClickUp task.
2

Send Direct Message

Sends a direct message to a user or yourself.
3

Create Space

Creates a space representing teams, departments, or groups.
4

Create Folder

Creates a new folder.
5

Post a Task Comment

Posts a comment to a task.
6

Post Attachment

Posts an attachment to a task.
7

Create Task

Creates a new task.
8

Update Task

Updates an existing task.
9

Find Custom Fields

Views the custom fields available on tasks in a specific team, space, folder, or list.
10

Find a List of All Tasks

Finds a list of all tasks created in workspace, space, folder, or list.
11

Find User by Name or Email

Finds an existing user by their name or email.
12

New Checklist

Adds a checklist to a task.
13

Send Chat Message to Channel

Posts a message to a specific channel you choose.
14

Create Custom Field

Creates a new custom field.
15

Create List

Creates a new list.
16

Time Tracked

Adds time tracked to a task.
17

Create Subtask

Creates a new subtask.
18

Update Custom Field Value

Updates the value of a custom field for a selected task.
19

API Request (Beta)

Makes a raw HTTP request that includes this integration's authentication.
20

Find the Most Recent Task

Finds the most recent task created in workspace, space, folder, or list.
21

Find Task by ID

Finds an existing task by its ID.

Related blog posts

16 Proven Tactics to Increase Your Customer Lifetime Value (CLV)

There are two ways to grow your business. The first is to acquire new cu...

Alex Bitca Jul 24, 2024 21 min read
16 Proven Tactics to Increase Your Customer Lifetime Value (CLV)

Similar Project Management integrations

Accelo zapier

Trigger NPS/CSAT surveys after task completions or sales updates, sync customer contact and sales...

Learn more Accelo
AdaptiveWork zapier

Trigger NPS/CSAT surveys after project completion to gather feedback on customer satisfaction with the...

Learn more AdaptiveWork
Agiled zapier

Trigger NPS/CSAT surveys after project completion or contract milestones, sync customer and project data...

Learn more Agiled
Aisle Planner zapier

Trigger NPS/CSAT surveys after booking confirmations or event completions, sync customer profiles and event...

Learn more Aisle Planner
AroFlo zapier

Trigger NPS/CSAT surveys after project completion or invoice generation, sync customer profiles and project...

Learn more AroFlo
Asana zapier

Trigger NPS/CSAT surveys after project completion to gather feedback on team performance and project...

Learn more Asana
Avaza zapier

Trigger NPS/CSAT surveys after project completion or invoice generation, sync customer profiles and project...

Learn more Avaza
Axosoft zapier

Trigger NPS/CSAT surveys after project completion or significant task milestones, sync customer contact details...

Learn more Axosoft
BUZ zapier

Trigger NPS/CSAT surveys after key project milestones or invoice payments, sync customer profiles and...

Learn more BUZ
Copilot zapier

Trigger NPS/CSAT surveys after significant client interactions or contract updates, sync client profiles and...

Learn more Copilot
COR zapier

Trigger NPS/CSAT surveys after project milestones or client meetings to gather feedback on agency...

Learn more COR
DoneDone zapier

Trigger NPS/CSAT surveys after the completion of support tickets or project milestones to gather...

Learn more DoneDone
Dovetail zapier

Automatically import survey responses from Retently into Dovetail to enrich user research data, enabling...

Learn more Dovetail
Eworks Manager zapier

Trigger NPS/CSAT surveys after job completion or invoice generation, sync customer profiles and job...

Learn more Eworks Manager
Fibery zapier

Trigger NPS/CSAT surveys upon task completion or project milestones, sync customer-related tasks or project...

Learn more Fibery
Field Service... zapier

Trigger NPS/CSAT surveys after a service job is completed to gather customer feedback on...

Learn more Field Service Management
FieldPulse zapier

Trigger NPS/CSAT surveys after job completions or service requests, sync customer profiles and service...

Learn more FieldPulse
Jira Software... zapier

Trigger NPS/CSAT surveys after resolving support tickets or completing feature requests, sync customer feedback...

Learn more Jira Software Server
JobCloser zapier

Trigger NPS/CSAT surveys after key client interactions or project completions, sync customer profiles and...

Learn more JobCloser
JobTread zapier

Trigger NPS/CSAT surveys after project milestones or completion to gather feedback on customer satisfaction,...

Learn more JobTread
Karbon zapier

Trigger NPS/CSAT surveys after significant client interactions or project milestones, sync client contact details...

Learn more Karbon
Knowify zapier

Trigger NPS/CSAT surveys after project completion or invoice payment, sync customer profiles to ensure...

Learn more Knowify
Magnetic zapier

Trigger NPS/CSAT surveys after significant task completions or opportunity closures, sync customer contact details...

Learn more Magnetic
MeisterTask zapier

Trigger NPS/CSAT surveys upon task completion or project milestones, sync customer-related tasks with Retently...

Learn more MeisterTask
monday.com zapier

Trigger NPS/CSAT surveys upon project completion or milestone achievements, sync team and project data...

Learn more monday.com
Motion.io zapier

Trigger NPS/CSAT surveys after key onboarding steps are completed, sync client information to keep...

Learn more Motion.io
OneDesk zapier

Trigger NPS/CSAT surveys after ticket resolution to gather feedback on support interactions, sync customer...

Learn more OneDesk
OnStrategy zapier

Integrate Retently's survey responses to evaluate the effectiveness of strategic goals, use score updates...

Learn more OnStrategy
PEP Cloud zapier

Trigger NPS/CSAT surveys after key project milestones or status updates, sync client profiles between...

Learn more PEP Cloud
Pipefy zapier

Trigger NPS/CSAT surveys after specific workflow completions like support ticket resolutions, sync customer data...

Learn more Pipefy
Podio zapier

Trigger NPS/CSAT surveys after project completion or significant team interactions, sync customer and project...

Learn more Podio
Priority zapier

Trigger NPS/CSAT surveys after sales order completions or lead conversions, sync customer profiles between...

Learn more Priority
Process Street zapier

Trigger NPS/CSAT surveys when a workflow involving customer interaction is completed, such as after...

Learn more Process Street
Procore zapier

Trigger NPS/CSAT surveys after key project milestones or completion, sync customer and project data...

Learn more Procore
Project.co zapier

Trigger NPS/CSAT surveys upon project completion or key milestones, sync client profiles and feedback...

Learn more Project.co
PSOhub zapier

Trigger NPS/CSAT surveys after project milestones or contract completions, sync customer project data and...

Learn more PSOhub
Rocketlane zapier

Trigger NPS/CSAT surveys after project milestones or task completions, sync customer profiles and project...

Learn more Rocketlane
Scoro zapier

Trigger NPS/CSAT surveys after project completion or billing events, sync customer profiles and project...

Learn more Scoro
Service Provider... zapier

Trigger NPS/CSAT surveys after project completion or invoice payment, sync client profiles and project...

Learn more Service Provider Pro
Severa zapier

Trigger NPS/CSAT surveys after project completion or significant project milestones, sync customer contact information...

Learn more Severa
Simplicate zapier

Trigger NPS/CSAT surveys after project completion or service delivery, sync customer profiles and contact...

Learn more Simplicate
Simpro zapier

Trigger NPS/CSAT surveys after project completion or significant project milestones, sync customer profiles and...

Learn more Simpro
SuiteDash zapier

Trigger NPS/CSAT surveys after project completion or significant task updates, sync customer profiles and...

Learn more SuiteDash
Tickd zapier

Trigger NPS/CSAT surveys after a ticket is closed to gather feedback on support interactions,...

Learn more Tickd
Trello zapier

Use Retently's survey responses to trigger task creation or updates in Trello, allowing teams...

Learn more Trello
Workamajig zapier

Trigger NPS/CSAT surveys after project milestones or client interactions, sync customer contact and project...

Learn more Workamajig
Wrike zapier

Integrate Retently to trigger NPS/CSAT surveys after project milestones or task completions to gather...

Learn more Wrike

Start your free 7-day trial

Personalize your survey template, import your customers from various services, completely automate the process and start your first survey campaign right away.

Start Free Trial Book a Demo
Start your free 7-day trial