Closed deal → ClickUp space and task, automatically

The challenge

Every won deal required someone to set up the project in ClickUp manually.

What I built

1. 01On pipeline stage change, the flow checks whether the company already has a ClickUp space. If yes, it creates a task with the deal details. If not, it creates both the space and the task.

Under the hood

Outcome

• Less manual work.
• Consistent project management across both platforms.