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CallRail + ClickUp Integrations

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Connect CallRail to ClickUp
Example workflows
Inspirational workflows
Triggers and actions
CallRail + your other apps
ClickUp + your other apps
Related blog posts
FAQ

CallRail + ClickUp integrations

Use Relay.app's CallRail integrations to trigger actions across your apps

Preview of Use Relay.app's ClickUp integrations to trigger actions across your apps

Preview of Use any of these ClickUp actions in your Relay.app workflows

Preview of Add any ClickUp action to your workflow

Use Relay.app's CallRail integrations to trigger actions across your apps

Use Relay.app's ClickUp integrations to trigger actions across your apps

Use any of these ClickUp actions in your Relay.app workflows

Add any ClickUp action to your workflow

Overview

Connect CallRail to ClickUp in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between CallRail, ClickUp, and many other popular SaaS applications.

Check below for example workflows using CallRail and ClickUp, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example CallRail + ClickUp workflows

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Automatically create task in ClickUp for each new inbound call in CallRail

Try it

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Update task automatically in ClickUp for each new outbound call in CallRail

Try it

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Update task automatically in ClickUp for each new inbound call in CallRail

Try it

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Add comment to task automatically in ClickUp for each new inbound call in CallRail

Try it

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Automatically find list(s) in ClickUp for each new inbound call in CallRail

Try it

Inspirational workflows

Visit the template gallery ➔

New Client Onboarding as a Freelancer or Solopreneur

Relay.app workflow screenshot: New Client Onboarding as a Freelancer or Solopreneur

CallRail Triggers

Call

loyalty

New inbound call

loyalty

New outbound call

ClickUp Actions

Folder

add

Create folder

box_add

Create folder from template

Find folder(s)

List

add

Create list

box_add

Create list from template

Find list(s)

edit

Update list

Task

add_comment

Add comment to task

add_task

Create task

box_add

Create task from template

Find task(s)

edit

Update task

upload_file

Upload attachment

Time Entry

add

Create time entry

Find time entries by date range

edit

Update time entry

ClickUp Triggers

Task

add

Comment created

add

New task added

edit

Task changed

target

Task first meets conditions

CallRail Actions

No CallRail actions yet

Request an action

Create your own CallRail + ClickUp integration

Select a trigger in CallRail

Select an action in ClickUp

Create your workflow

Connect CallRail to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect ClickUp to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

6 ways to automate ClickUp with Relay.app

Whether it's syncing tasks across multiple project management apps, streamlining document management from Google Drive or Dropbox, or leveraging webhooks for custom integrations, Relay.app seamlessly connects ClickUp with the rest of your tech stack.

Jack Delaney

Mar 13, 2024

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect CallRail to ClickUp with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in CallRail or ClickUp to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize CallRail and ClickUp to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting CallRail to ClickUp?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate CallRail and ClickUp—give it a try and let us know what you think.

See why people love Relay.app

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@marcoETmx

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Peter Jauhal

via email

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@ImLucasGrey

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Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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@rafanocode

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Screenshot showing how to test a step in an automated workflow in Relay.app

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@typeoneerror

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