Projects and tasks

ClickUp

Text a client when a ClickUp task changes status.

What you can do

Recommended
Zapier
BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.
Zapier in the docs
Make
BlueBot’s Make app sends texts and starts scenarios when a text comes in or changes state.
Make in the docs

Recipes

Set one up as written, or change it to fit how you work. The docs have the same recipes step by step.

01With Zapier

Starts when

When a task’s status changes in ClickUp

Keep the client’s phone number in a custom field on the task.
Start a Zap with ClickUp’s trigger for a task status change.
Add a Filter by Zapier step for the status you text about, then BlueBot’s Send Text action with that field in To.

The text it sends

Hi {{first_name}}, your {{task_name}} is now {{status}}. I’ll text you when it’s ready.

From your own number

02With Make

Starts when

A text comes in (BlueBot’s message.received webhook)

Start a scenario from BlueBot’s webhook for incoming texts.
Add ClickUp’s module that creates a task in your requests list.
Put the sender’s number in the task’s name and the words of the text in its description.

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