Project Management · Productivity

When a client is assigned to an agent in JivoChat, assign a task to the agent in ClickUp

When a client gets assigned to an agent in JivoChat, FlowMattic creates a matching ClickUp task so nothing falls through the cracks in follow-up.

JivoChat

ClickUp

~5 min setup used by 1.4k sites

Free · import into FlowMattic in one click

How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

JivoChat → ClickUp

2 steps

TRIGGER

JivoChat · Client Assigned to Agent

The workflow starts automatically when a new client is assigned to agent in JivoChat. FlowMattic captures that data for the steps below.

ACTION

ClickUp · Create Task

ClickUp — creates a new task. Data is mapped from earlier steps; connect your ClickUp account on import.

Why this workflow

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

Keep exploring

Other ready-to-import automations from the FlowMattic library.