ClickUp + Dubsado + Kartra Integrations
How to connect ClickUp + Dubsado + Kartra
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Do even more with ClickUp + Dubsado + Kartra
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with ClickUp, Dubsado, and Kartra. And don’t forget that you can add more apps and actions to create complex workflows.
Task
Include subtask?
Fetch task data?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message TextRequired
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document name (title)
Subtitle
Markdown Content
Content
Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
CommentRequired
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
Custom task type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
ActionThis is an event a Zap performs.SearchFind existing data in your appCheck Plan Bandage
WorkspaceRequired
FieldRequired
ValueRequired
Include all shared items?
ActionThis is an event a Zap performs.SearchFind existing data in your app
Contract Signed
Triggers when a client submits a signed contract.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project as Lead
Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Status Updated
Triggers when a project's status is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag CategoriesRequired
TagsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MembershipsRequired
Membership LevelsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Page Split Test LinkRequired
VersionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tracking Link CategoryRequired
Tracking LinksRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Video CategoriesRequired
VideosRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Kartra Page WebsiteRequired
PageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarRequired
Calendar ClassRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription ID
Transaction ID
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
First Name
Middle Name
Last Name
Second Last Name
Phone
Phone Country Code
IP Address
Address
Zip
City
State
Country
Company
Lead Picture URL
Website
Preferred time zone
Facebook Account
Twitter Account
Linkedin Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Product FunnelsRequired
ProductRequired
Product Price PointRequired
Next Payment Date
Amount
Recurrence
Quantity
Installments Left
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Points to a LeadRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Points From a LeadRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Retrieve All the Pages in Your Account
Get all the pages in your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Tags in Your Account
Get all the tags from the your account in Kartra.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscribe Lead to ListRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag CategoryRequired
Unassign a TagRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unsubscribe Lead From SequenceRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead Details
Email
Lead ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
EmailRequired
First Name
Middle Name
Last Name
Second Last Name
Phone
Phone Country Code
IP Address
Address
Zip
City
State
Country
Company
Lead Picture URL
Website
Preferred time zone
Facebook Account
Twitter Account
Linkedin Account
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Reaction(s)
WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reaction(s)
WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
Checklist NameRequired
Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Thread
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Name
Content
Subtitle
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field nameRequired
Description
Required in tasks
Pinned
Visible to guests
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
List NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
StartRequired
EndRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
Custom task type
Task Description
Markdown Content
Assignee Emails
Priority
Start Date
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Subtitle
DocumentRequired
PageRequired
Content
Content edit mode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Task by ID
Find an existing task by its ID.
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Space
Folder
List
Document nameRequired
Name match condition
Include archived documents?
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Project as Job
Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment Received
Triggers when a client makes a payment on an invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Workflow
Project Location: Name
Project Location: Address Line 1
Project Location: Address Line 2
Project Location: City
Project Location: State/Province
Project Location: Zip/Postal
Project Location: Country
Alternate Contact: First Name
Alternate Contact: Last Name
Alternate Contact: Phone
Alternate Contact: Email
Client Address: Line 1
Client Address: Line 2
Client Address: City
Client Address: State/Province
Client Address: Zip/Postal
Client Address: Country
Client Company: Name
Client Company: Email
Client Company: Phone
Project Status
Project Source
TitleRequired
Start Date
End Date
Client First Name
Client Last Name
Client EmailRequired
Client Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CalendarsRequired
Calendar ClassRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MembershipsRequired
Membership LevelsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product FunnelsRequired
ProductRequired
Product Price PointRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag CategoriesRequired
TagsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Video CategoriesRequired
VideosRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Page CategoryRequired
PageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag CategoryRequired
Assign a TagRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CalendarRequired
Calendar ClassRequired
Starting Date
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom Field IdentifierRequired
Custom Field TypeRequired
Custom Field Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead ID
EmailRequired
New Email
First Name
Middle Name
Last Name
Second Last Name
Phone
Phone Country Code
IP Address
Address
Zip
City
State
Country
Company
Lead Picture URL
Website
Preferred time zone
Facebook Account
Twitter Account
Linkedin Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
Subscription StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Transaction IDRequired
Amount
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Lists in Your Account
Get all the lists in your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Sequences in Your Account
Get all the sequences from your Kartra account.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve All the Custom Fields in Your Account
Get all the custom fields from your account in Kartra.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscribe Lead to SequenceRequired
Sequence StepRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unsubscribe Lead From ListRequired
EmailRequired
Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subscription IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
Email
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How ClickUp + Dubsado + Kartra Integrations Work
- Step 1: Authenticate ClickUp, Dubsado, and Kartra.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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