By app
ClickUp automations
Tasks, docs and dashboards for operations teams.
5 on the shelf · clickup.com
- HQBCUSMade to order
HubSpot Closed Won → QuickBooks customer, ClickUp onboarding + Slack #wins
Won deals hand themselves to finance and onboarding within a minute of the stage change.
Sales & CRM hygiene$199 - GHCUMade to order
Gmail label → HubSpot contact note + ClickUp task for the owner
Label an email and it becomes a ClickUp task and a HubSpot note.
Email triage & inbox$99 - BCUDrSMade to order
BambooHR new hire → ClickUp onboarding tasks + Google Drive folder + Slack
Add the hire in BambooHR once; the checklist, the folder and the announcement follow.
Hiring, onboarding & HR$199 - JCUSMade to order
Jira issue created or moved → ClickUp task mirrored, status kept in step
Jira issues appear in ClickUp as tasks, and every status change follows within a minute.
Projects & operations$199 - TfCUSMade to order
Typeform work request → ClickUp task in the right list, assigned + Slack post
Work requests arrive as assigned ClickUp tasks, not as a form email someone retypes.
Projects & operations$99
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