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Connect Pipedrive to ClickUp

Build automations that connect Pipedrive to ClickUp. When something happens in Pipedrive, Nodest passes the data along and runs the actions you set up in ClickUp or the other way around — no coding required.

Automations

Popular Pipedrive and ClickUp workflows

Pick a ready-made workflow that connects Pipedrive with ClickUp, customise it to fit your needs, and go live in minutes.

Triggers and actions

Available triggers and actions for Pipedrive and ClickUp

Combine the triggers and actions of Pipedrive and ClickUp to build your automation. Triggers start the automation, and actions are the steps that follow.

Lead createdTrigger

Lead created

Fires when a lead is added in Pipedrive.

Project task deletedTrigger

Project task deleted

Fires when a project task is deleted.

Project task completedTrigger

Project task completed

Fires when a project task is marked as done.

Project task updatedTrigger

Project task updated

Fires when a project task is changed.

Project task createdTrigger

Project task created

Fires when a project task is added.

Project deletedTrigger

Project deleted

Fires when a project is deleted in Pipedrive.

Project updatedTrigger

Project updated

Fires when a project is changed in Pipedrive.

Project createdTrigger

Project created

Fires when a project is added in Pipedrive.

Product removed from dealTrigger

Product removed from deal

Fires when a product is removed from a deal.

Product added to dealTrigger

Product added to deal

Fires when a product is added to a deal.

Product updatedTrigger

Product updated

Fires when a product is changed in Pipedrive.

Product createdTrigger

Product created

Fires when a product is added in Pipedrive.

Note updatedTrigger

Note updated

Fires when a note is changed in Pipedrive.

Note createdTrigger

Note created

Fires when a note is added in Pipedrive.

Activity createdTrigger

Activity created

Fires when an activity is added in Pipedrive.

Lead deletedTrigger

Lead deleted

Fires when a lead is deleted in Pipedrive.

Lead updatedTrigger

Lead updated

Fires when a lead is changed in Pipedrive.

Activity deletedTrigger

Activity deleted

Fires when an activity is deleted in Pipedrive.

Activity completedTrigger

Activity completed

Fires when an activity is marked as done.

Activity updatedTrigger

Activity updated

Fires when an activity is changed in Pipedrive.

Organization deletedTrigger

Organization deleted

Fires when an organization is deleted.

Organization updatedTrigger

Organization updated

Fires when an organization is changed.

Organization createdTrigger

Organization created

Fires when an organization is added.

Person deletedTrigger

Person deleted

Fires when a person is deleted in Pipedrive.

Person updatedTrigger

Person updated

Fires when a person is changed in Pipedrive.

Person createdTrigger

Person created

Fires when a person is added in Pipedrive.

Deal deletedTrigger

Deal deleted

Fires when a deal is deleted in Pipedrive.

Deal lostTrigger

Deal lost

Fires when a deal is marked as lost.

Deal wonTrigger

Deal won

Fires when a deal is marked as won.

Deal stage changedTrigger

Deal stage changed

Fires when a deal moves to another stage.

Deal updatedTrigger

Deal updated

Fires when a deal is changed in Pipedrive.

Deal createdTrigger

Deal created

Fires when a deal is added in Pipedrive.

Find usersAction

Find users

List users in your Pipedrive account.

Find lead labelsAction

Find lead labels

List labels available for leads.

Retrieve an organizationAction

Retrieve an organization

Get one organization from Pipedrive.

Find pipelinesAction

Find pipelines

List pipelines in Pipedrive.

Find stagesAction

Find stages

List stages in a Pipedrive pipeline.

Find currenciesAction

Find currencies

List currencies enabled in Pipedrive.

Find activity typesAction

Find activity types

List Pipedrive activity types.

Find person labelsAction

Find person labels

List labels available for persons.

Find organization labelsAction

Find organization labels

List labels available for organizations.

Retrieve a productAction

Retrieve a product

Get one product from Pipedrive.

Retrieve a personAction

Retrieve a person

Get one person from Pipedrive.

Retrieve a dealAction

Retrieve a deal

Get one deal from Pipedrive.

Retrieve a leadAction

Retrieve a lead

Get one lead from Pipedrive.

Find activitiesAction

Find activities

List activities in Pipedrive.

Retrieve an activityAction

Retrieve an activity

Get one activity from Pipedrive.

Find project boardsAction

Find project boards

List project boards in Pipedrive.

Find notesAction

Find notes

List notes in Pipedrive.

Find organizationsAction

Find organizations

Search organizations in Pipedrive.

Find productsAction

Find products

Search products in Pipedrive.

Find leadsAction

Find leads

Search leads in Pipedrive.

Convert a lead to a dealAction

Convert a lead to a deal

Convert a Pipedrive lead into a deal.

Create a productAction

Create a product

Add a new product to Pipedrive.

Update a productAction

Update a product

Change a product in Pipedrive.

Delete a productAction

Delete a product

Delete a product from Pipedrive.

Update a projectAction

Update a project

Change a project in Pipedrive.

Archive a projectAction

Archive a project

Archive a project in Pipedrive.

Delete a projectAction

Delete a project

Delete a project from Pipedrive.

Create a project taskAction

Create a project task

Add a task to a Pipedrive project.

Update a project taskAction

Update a project task

Change a task in a Pipedrive project.

Mark a project task as doneAction

Mark a project task as done

Mark a project task as done.

Delete a project taskAction

Delete a project task

Delete a task from a Pipedrive project.

Create a projectAction

Create a project

Add a new project to Pipedrive.

Find project templatesAction

Find project templates

List project templates in Pipedrive.

Add a participant to a dealAction

Add a participant to a deal

Add a participant to a Pipedrive deal.

Find deal labelsAction

Find deal labels

List labels available for deals.

Find personsAction

Find persons

Search persons in Pipedrive.

Find dealsAction

Find deals

Search deals in your Pipedrive account.

Update a personAction

Update a person

Change an existing person in Pipedrive.

Delete a personAction

Delete a person

Delete a person from Pipedrive.

Add a follower to a personAction

Add a follower to a person

Add a follower to a Pipedrive person.

Create an organizationAction

Create an organization

Add a new organization to Pipedrive.

Update an organizationAction

Update an organization

Change an organization in Pipedrive.

Delete an organizationAction

Delete an organization

Delete an organization from Pipedrive.

Create an activityAction

Create an activity

Schedule an activity in Pipedrive.

Update an activityAction

Update an activity

Change an activity in Pipedrive.

Mark an activity as doneAction

Mark an activity as done

Mark a Pipedrive activity as done.

Delete an activityAction

Delete an activity

Delete an activity from Pipedrive.

Create a leadAction

Create a lead

Add a new lead to Pipedrive.

Update a leadAction

Update a lead

Change a lead in Pipedrive.

Delete a leadAction

Delete a lead

Delete a lead from Pipedrive.

Create a noteAction

Create a note

Add a note in Pipedrive.

Update a noteAction

Update a note

Change a note in Pipedrive.

Delete a noteAction

Delete a note

Delete a note from Pipedrive.

Find deal productsAction

Find deal products

List products attached to a deal.

Find project phasesAction

Find project phases

List phases on a project board.

Find projectsAction

Find projects

List projects in Pipedrive.

Retrieve a projectAction

Retrieve a project

Get one project from Pipedrive.

Find project tasksAction

Find project tasks

List tasks in a Pipedrive project.

Create a dealAction

Create a deal

Add a new deal to Pipedrive.

Update a dealAction

Update a deal

Change an existing deal in Pipedrive.

Mark a deal as wonAction

Mark a deal as won

Mark a Pipedrive deal as won.

Mark a deal as lostAction

Mark a deal as lost

Mark a Pipedrive deal as lost.

Delete a dealAction

Delete a deal

Delete a deal from Pipedrive.

Add a product to a dealAction

Add a product to a deal

Attach a product to a Pipedrive deal.

Remove a product from a dealAction

Remove a product from a deal

Detach a product from a deal.

Add a follower to a dealAction

Add a follower to a deal

Add a follower to a Pipedrive deal.

Convert a deal to a leadAction

Convert a deal to a lead

Convert a Pipedrive deal into a lead.

Create a personAction

Create a person

Add a new person to Pipedrive.

List createdTrigger

List created

Fires when a List is created.

Comment posted on a taskTrigger

Comment posted on a task

Fires when a comment is posted on a task.

Task deletedTrigger

Task deleted

Fires when a task is deleted.

Task tag changedTrigger

Task tag changed

Fires when a tag is added to or removed from a task.

Task movedTrigger

Task moved

Fires when a task is moved to another List.

Task due date changedTrigger

Task due date changed

Fires when a task's due date changes.

Task assignee changedTrigger

Task assignee changed

Fires when a task's assignees change.

Task status changedTrigger

Task status changed

Fires when a task's status changes.

Task updatedTrigger

Task updated

Fires when a task is updated.

Task createdTrigger

Task created

Fires when a task is created.

Find workspacesAction

Find workspaces

List Workspaces you've connected to Nodest.

Delete a spaceAction

Delete a space

Remove a Space from ClickUp.

Find spacesAction

Find spaces

List Spaces in a ClickUp Workspace.

Find foldersAction

Find folders

List Folders in a ClickUp Space.

Retrieve a listAction

Retrieve a list

Get one ClickUp List by id.

Find task statusesAction

Find task statuses

List task statuses in a ClickUp List.

Find list membersAction

Find list members

List members of a ClickUp List.

Find tagsAction

Find tags

List tags in a ClickUp Space.

Find custom fieldsAction

Find custom fields

List Custom Fields in a ClickUp List.

Find tasksAction

Find tasks

List tasks in a ClickUp List.

Retrieve a taskAction

Retrieve a task

Get one ClickUp task by id.

Find task commentsAction

Find task comments

List comments on a ClickUp task.

Retrieve a spaceAction

Retrieve a space

Get one ClickUp Space by id.

Create a taskAction

Create a task

Add a task to a ClickUp List.

Update a taskAction

Update a task

Change a task in ClickUp.

Delete a taskAction

Delete a task

Remove a task from ClickUp.

Create a comment on a taskAction

Create a comment on a task

Post a comment on a ClickUp task.

Add a tag to a taskAction

Add a tag to a task

Apply a tag to a ClickUp task.

Remove a tag from a taskAction

Remove a tag from a task

Take a tag off a ClickUp task.

Set a custom field valueAction

Set a custom field value

Set a Custom Field on a ClickUp task.

Retrieve a folderAction

Retrieve a folder

Get one ClickUp Folder by id.

Create a spaceAction

Create a space

Add a Space to a ClickUp Workspace.

Update a spaceAction

Update a space

Change a Space in ClickUp.

Create a folderAction

Create a folder

Add a Folder to a ClickUp Space.

Update a folderAction

Update a folder

Rename a Folder in ClickUp.

Delete a folderAction

Delete a folder

Remove a Folder from ClickUp.

Delete a listAction

Delete a list

Remove a List from ClickUp.

Update a commentAction

Update a comment

Edit a comment on a ClickUp task.

Delete a commentAction

Delete a comment

Remove a comment from a task.

Create a tagAction

Create a tag

Add a tag to a ClickUp Space.

Delete a tagAction

Delete a tag

Remove a tag from a ClickUp Space.

Remove a custom field valueAction

Remove a custom field value

Clear a Custom Field on a task.

Update a tagAction

Update a tag

Rename or recolour a Space tag.

Find listsAction

Find lists

List Lists in a ClickUp Space.

Update a listAction

Update a list

Change a List in ClickUp.

Find workspace membersAction

Find workspace members

List members of a ClickUp Workspace.

Create a listAction

Create a list

Add a List to a ClickUp Folder.

How it works

Connect Pipedrive with ClickUp in three steps

Create automations that move data between Pipedrive and ClickUp. Nodest handles the work in between, so you can focus on what matters.

Connect Pipedrive and ClickUp

Link your Pipedrive and ClickUp accounts to Nodest in a few clicks, so both tools are ready to use in automations.

Pick a trigger

Choose the event that starts your automation, such as a new order, form submission, or updated record in Pipedrive or ClickUp.

Chain actions and go live

Add one or more actions, and combine them with filters, branches, and delays to create a workflow that fits your needs.

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