NoCRM and ClickUp Integration

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Automatically create ClickUp tasks from new NoCRM leads and gain full control over data mapping using Latenode's visual editor. Scale lead management affordably with custom JavaScript logic.

Swap Apps

NoCRM

ClickUp

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect NoCRM and ClickUp

Create a New Scenario to Connect NoCRM and ClickUp

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 NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or ClickUp will be your first step. To do this, click "Choose an app," find NoCRM or ClickUp, and select the appropriate trigger to start the scenario.

Add the NoCRM Node

Select the NoCRM node from the app selection panel on the right.

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NoCRM

Configure the NoCRM

Click on the NoCRM node to configure it. You can modify the NoCRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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NoCRM

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Connect NoCRM

Sign In

Run node once

Add the ClickUp Node

Next, click the plus (+) icon on the NoCRM node, select ClickUp from the list of available apps, and choose the action you need from the list of nodes within ClickUp.

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ClickUp

Authenticate ClickUp

Now, click the ClickUp node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ClickUp settings. Authentication allows you to use ClickUp through Latenode.

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NoCRM

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ClickUp

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Connect ClickUp

Sign In

Run node once

Configure the NoCRM and ClickUp Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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ClickUp Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the NoCRM and ClickUp 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 NoCRM, ClickUp, 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 NoCRM and ClickUp integration works as expected. Depending on your setup, data should flow between NoCRM and ClickUp (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect NoCRM and ClickUp

NoCRM + ClickUp + Slack: When a new lead is created in NoCRM, a task is created in ClickUp. Then, a notification message is sent to a Slack channel to alert the sales team about the new lead.

ClickUp + NoCRM + Google Sheets: When a task is updated in ClickUp, the lead status in NoCRM is updated and a new row is added to a Google Sheet to log the update.

NoCRM and ClickUp integration alternatives

About NoCRM

Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.

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.

See how Latenode works

FAQ NoCRM and ClickUp

How can I connect my NoCRM account to ClickUp using Latenode?

To connect your NoCRM account to ClickUp on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select NoCRM and click on "Connect".
  • Authenticate your NoCRM and ClickUp accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create ClickUp tasks from new NoCRM leads?

Yes, you can! Latenode’s visual editor makes it simple to automate task creation, ensuring no lead is missed. Use advanced logic to prioritize tasks based on lead value.

What types of tasks can I perform by integrating NoCRM with ClickUp?

Integrating NoCRM with ClickUp allows you to perform various tasks, including:

  • Create ClickUp tasks when a new lead is added to NoCRM.
  • Update ClickUp task status when a deal stage changes in NoCRM.
  • Sync contact information between NoCRM and ClickUp custom fields.
  • Send ClickUp notifications for upcoming NoCRM activity deadlines.
  • Generate NoCRM leads from completed ClickUp project milestones.

What data from NoCRM can I access and use within Latenode?

You can access lead details, activity history, pipeline stages, and user information to trigger automations and enrich data in ClickUp.

Are there any limitations to the NoCRM and ClickUp integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Initial data migration requires manual setup.
  • Complex custom field mappings may require JavaScript coding.
  • Real-time synchronization depends on API availability and rate limits.

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