Add a note in ActiveCampaign when a ClickUp client task is done

When a ClickUp task moves to complete, the workflow reads the task, finds the client by the email stored in a custom field and adds a note to their ActiveCampaign contact. Agencies and service teams keep delivery history next to the client’s marketing record. After import, set the list in the trigger and map the custom field that holds the client email.

ClickUp

Filter

ActiveCampaign

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5 steps Setup ~8 min Used on 2.2k sites Productivity Free to import

The Add a note in ActiveCampaign when a ClickUp client task is done workflow on the FlowMattic canvas, with 5 steps across ClickUp, Filter, ActiveCampaign — The workflow as it appears in the builder after import. Each step opens for editing.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

Step 1Trigger
ClickUp Task Status Updated
The workflow starts automatically when triggered when the status of a task is updated in ClickUp. FlowMattic captures that data for the steps below.
Step 2Logic
Filter Continue If
The Filter only lets a run continue when your conditions are met, stopping everything else before it goes any further.
Step 3Action
ClickUp Get Task by Task ID
ClickUp — get the task details. Data is mapped from earlier steps; connect your ClickUp account on import.
Step 4Action
ActiveCampaign Create or Update Contact
ActiveCampaign — creates a new contact, or updates an existing contact. Data is mapped from earlier steps; connect your ActiveCampaign account on import.
Step 5Action
ActiveCampaign Add Contact Note
ActiveCampaign — adds new contact note. Data is mapped from earlier steps; connect your ActiveCampaign account on import.

What you need

FlowMatticCore
ClickUp AccountAccount
ActiveCampaign 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.