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How to connect ClickUp and Instantly
Create a New Scenario to Connect ClickUp and Instantly
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a ClickUp, triggered by another scenario, or executed manually (for testing purposes). In most cases, ClickUp or Instantly will be your first step. To do this, click "Choose an app," find ClickUp or Instantly, and select the appropriate trigger to start the scenario.
Add the ClickUp Node
Select the ClickUp node from the app selection panel on the right.
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Add the Instantly Node
Next, click the plus (+) icon on the ClickUp node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the ClickUp and Instantly Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the ClickUp and Instantly Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring ClickUp, Instantly, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the ClickUp and Instantly integration works as expected. Depending on your setup, data should flow between ClickUp and Instantly (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect ClickUp and Instantly
Instantly + ClickUp + Google Sheets: When a new lead is created in Instantly, a task is created in ClickUp to follow up with the lead. The lead's information and the ClickUp task ID are then logged in Google Sheets for tracking campaign performance.
Instantly + ClickUp + Slack: When a new lead is created in Instantly, a task is created in ClickUp to track the lead. A notification is sent to a designated Slack channel to alert the team about the new lead and its corresponding ClickUp task.
ClickUp and Instantly integration alternatives
About ClickUp
Connect ClickUp to Latenode and automate project task management. Trigger actions based on events, sync tasks across platforms, or generate reports. Latenode adds flexibility with custom JavaScript, AI tools, and a visual interface to orchestrate complex ClickUp workflows without expensive per-step costs. Simplify project automation.
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About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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FAQ ClickUp and Instantly
How can I connect my ClickUp account to Instantly using Latenode?
To connect your ClickUp account to Instantly on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ClickUp and click on "Connect".
- Authenticate your ClickUp and Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create ClickUp tasks from new Instantly leads?
Yes, easily! Latenode lets you automate this, ensuring no lead is missed. Enjoy instant task creation and streamlined workflow. Add custom logic and AI to qualify leads first!
What types of tasks can I perform by integrating ClickUp with Instantly?
Integrating ClickUp with Instantly allows you to perform various tasks, including:
- Create ClickUp tasks when new leads are generated in Instantly.
- Update ClickUp task statuses based on Instantly campaign performance.
- Send Instantly campaign reports to ClickUp as recurring tasks.
- Trigger Instantly email sequences when a ClickUp task is completed.
- Sync contact information between ClickUp and Instantly lists.
Can I use custom JavaScript code within my ClickUp + Instantly workflows?
Absolutely! Latenode's flexible JavaScript blocks let you customize data transformation and complex logic beyond standard options.
Are there any limitations to the ClickUp and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the APIs of both ClickUp and Instantly.
- Advanced features might require some knowledge of JavaScript for custom scripts.
- Complex workflows with numerous steps may impact execution speed.
