Click up and Active campaign

Status: Closed · Asked by Steven on · 0 views

Steven — Question ·

Trying to achieve
When I add a comment to click up record this as a note in Active campaign also record status in active campaign as a note.

Eg
Comment, call pending
Status, TO DO

Steven — Reply ·

Update...

Using take updated.
When I add a comment it's not showing the name of the task that's been updated. It's no ly showing task ID.

In order for me to find and add a note to Active campaign I need an email witch is in the task name.

Pabblymember11 — Reply ·

Hey @Steven

Could you please share the name of the workflow in which you have tried the same?

Steven — Reply ·

Add AC note

Please do not test as active campaign is a large data base.

If you could just suggest how to solve.

Pabblymember11 — Reply ·

Hey @Steven

We have a webhook trigger to capture the response when a comment was posted. Kindly try this on your end and let us know if that works for you.

Steven — Reply ·

Sorry I'm now confused.

How do I get the comment into active campaign?

Pabblymember11 — Reply ·
How do I get the comment into active campaign?

For that, you need first to capture the response with comments from ClickUp with the help of these trigger events.

Steven — Reply ·
For that, you need first to capture the response with comments from ClickUp with the help of these trigger events.


Then what after that?
Pabblymember11 — Reply ·

Hey @Steven

With the help of the "Task Comment Posted" trigger event, you will get the comments of that particular task and that you can use to further pass the Active Campaign action step.

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