Create a deal in Pipedrive when a task is added to a list in ClickUp

What each client fills in

ClickUp: List ID

For example the number in the list’s URL

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• 

  In the client’s ClickUp: avatar → Settings → Apps → API Token → Generate.

• 

  In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s ClickUp, for “A task is added to a list”
2. Connect the client’s Pipedrive, for “Create a deal”
3. Fill in ClickUp: List ID (For example the number in the list’s URL)