When a product enquiry is placed, create a task in ClickUp to follow up
When a shopper places a product enquiry in your StoreHippo store, this workflow creates a ClickUp task with the enquiry details, so a follow-up lands in the list your team already works from.
StoreHippo
ClickUp2 steps Setup ~5 min Used on 2.9k sites Productivity Free to import
What this workflow does
Product enquiries come from shoppers who are close to buying but still have a question. If they sit in the store admin until someone happens to check, the moment can pass. This workflow turns each enquiry into a task in the place your team plans its day.
The StoreHippo Product Enquiry Placed trigger fires each time a product enquiry is submitted, and hands its details to FlowMattic. The ClickUp Create Task action then adds a task to the list you choose, with the enquiry data you map into it. A task name that includes the product and the shopper's name makes the list easy to scan.
Every enquiry creates its own task, so a shopper who asks about two products gets two tasks. The workflow doesn't reply to the shopper or change anything in StoreHippo. Task History records each run along with the response from ClickUp.
Custom or made-to-order products
Shoppers ask about sizes or custom work before ordering. Each question becomes a ClickUp task for the person who quotes those jobs.
Bulk and wholesale questions
Business buyers send enquiries about volume. The sales team works through them as ClickUp tasks instead of watching the store dashboard.
Stock questions on popular items
Shoppers ask when an item is back. Each enquiry becomes a task, so whoever handles stock can reply once a date is known.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
StoreHippo Product Enquiry PlacedFires when a product enquiry is placed in your StoreHippo store. The enquiry details are passed on so you can use them in the ClickUp task.
- ClickUp Create Task
Adds a task in ClickUp with the enquiry data you map. Connect your ClickUp account, pick where the task goes, and build the name and description from the StoreHippo values.
What you need
- FlowMatticCore
- StoreHippo AccountAccount
- ClickUp AccountAccount
After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.
Make it yours
Changes worth making after you import it.
- Put the shopper's contact details and the product name in the task description, so whoever picks up the task can reply without opening StoreHippo.
- Place a test enquiry on your store after import, so FlowMattic captures real data you can map into the ClickUp task.
- Add a Slack or email step after ClickUp if your team should also be told about each new enquiry outside ClickUp.
Questions about this workflow
Does the shopper hear back automatically from StoreHippo?
No. This workflow only creates a ClickUp task. Your team replies to the shopper, or you can add a step that sends an acknowledgement email.
Does every StoreHippo enquiry create a ClickUp task?
Yes. There is no Filter, so each enquiry placed after you turn the workflow on becomes one task, including repeat questions from the same shopper.
Can I assign ClickUp tasks to different people by product?
Not as imported. Add a Router after the trigger with one route per product group, each ending in its own ClickUp Create Task step set up for the team that handles that group.
What if ClickUp rejects the task?
The error shows on the ClickUp step in Task History, with the response ClickUp gave, so you can fix the mapping and test again.
More Project Management workflows
Other ready-to-import templates from the same category.
Import this workflow into your WordPress site
Download the JSON, import it from the Workflows screen and connect your accounts. Every run stays on your server, with no per-task fees.
30-day money-back guarantee Unlimited workflows and runs Self-hosted