Starter
Create a task in ClickUp when a support ticket is opened in HubSpot
When a support ticket is opened in HubSpot, create a task in ClickUp.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
Every step, in order
When it happens in the first app, the step runs in the second, with the client’s own account.
- A support ticket is opened
- A ticket created in HubSpot, checked every 5 minutes. The token needs the tickets scope.
- Create a task
- A task in a list.
- Starts whenA support ticket is opened
- App stepNamed after the ticket’s subject
What each client fills in
- ClickUp: List ID
- For example from 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 HubSpot: Settings → Integrations → Private Apps (Legacy apps) → Create → scopes crm.objects.contacts.write, and for the triggers crm.objects.contacts.read, crm.objects.deals.read and tickets → copy the access token. A private app needs no HubSpot review.
In the client’s ClickUp: avatar → Settings → Apps → API Token → Generate.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Connect the client’s HubSpot, for “A support ticket is opened”
- Connect the client’s ClickUp, for “Create a task”
- Fill in ClickUp: List ID (For example from the list’s URL)
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