Relationships Tasks & Lookup Automation
Conrad A. Villa
First of all, loving the addition of relationships.
Might I suggest a custom label for items (tasks) under a List (object) For instance, I'm integrated with Hubspot and have created a COMPANY and CONTACT lists and the "tasks" are not tasks, they are companies and clients (records) Just nomenclature, but it makes things more relatable.
Addtionally, I have an "external ID" custom field in both lists that are brought over from Hubspot as their record ID, so in CONTACTS I have a reference to ASSOCIATED COMPANY ID. I'd love it if we can have an automation that when a record is added to CONTACTS, if contacts.associated_company_id = company.company_id the records can become related.
Log In
Kristen Hughes
This would be amazingly helpful!!!
Alexander Sit
I can second this request, so often I use a relationship feature to keep track of everything, but I would love to be able to send an email directly from ClickUp using the email field in the relationship/other task, saves me manually entering all these fields, or creating a tedious amount of automations to do the same.