A customer success tool that integrates effortlessly with ClickUp

Task Created

Fires when a new task is created, letting Velaris launch workflows like assigning owners or logging onboarding milestones.

Task Deleted

Triggers when a task is deleted, allowing Velaris to clean up linked workflows or update health scores.

Task Status Updated

Activates when a task’s status changes, so Velaris can adjust timelines or notify the right stakeholders.

Task Due Date Updated

Fires when a due date changes, helping Velaris re-prioritize workflows and send reminders.

Task Moved

Triggers when a task is moved, letting Velaris track progress across boards or lists.

Task Comment Updated

Activates when a task comment changes, allowing Velaris to log updated context or re-open tasks if needed.

Task Time Tracked Updated

Fires when tracked time is updated, enabling Velaris to update reporting or utilization metrics.

List Updated

Triggers when a list is updated, letting Velaris keep projects and workflows synchronized.

Folder Created

Fires when a new folder is created, so Velaris can start tracking new projects or initiatives.

Folder Deleted

Triggers when a folder is deleted, helping Velaris archive or close related workflows.

Space Updated

Activates when a space is updated, allowing Velaris to adjust any linked workflows or dashboards.

Automation Created

Fires when a new automation is created in ClickUp, so Velaris can complement or log the change.

Goal Updated

Triggers when a goal is updated, letting Velaris track progress against success metrics.

Key Result Created

Activates when a key result is created, enabling Velaris to record the new metric.

Key Result Deleted

Fires when a key result is deleted, helping Velaris adjust reporting or health scoring.

Task Updated

Triggers when a task is updated, letting Velaris refresh data across systems.

Task Priority Updated

Activates when task priority changes, allowing Velaris to escalate or de-prioritize workflows accordingly.

Task Assignee Updated

Fires when the assignee changes, enabling Velaris to notify the new owner or shift accountability.

Task Tag Updated

Triggers when tags change, letting Velaris segment tasks for reporting or triggers.

Task Comment Posted

Fires when a comment is posted, helping Velaris capture collaboration and take follow-up actions.

Task Time Estimate Updated

Activates when a time estimate changes, allowing Velaris to adjust planning or forecast timelines.

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Create Task

Allows Velaris to create a new task in a ClickUp workspace or list, helping automate project setup, onboarding steps, or task generation.

Create Folderless List

Enables Velaris to create a list without a parent folder in a given workspace or space, useful for quickly structuring new work items.

Create Subtask

Lets Velaris generate subtasks under a given task, enabling task breakdowns directly from customer workflows.

Create Channel in Space/Folder/List

Allows Velaris to set up new channels in ClickUp for discussions or collaboration linked to specific projects.

Create Message Reaction

Lets Velaris add a reaction (emoji) to a message in a ClickUp channel, helpful for acknowledgment or lightweight feedback.

Get List

Retrieves details of a specified list in ClickUp, giving Velaris visibility into project structures.

Get Task by Name

Fetches a task by name within a list, letting Velaris look up tasks to update or link them to workflows.

Get Spaces

Retrieves all spaces in a workspace so Velaris can populate choices or sync workspace structure.

Get Channel

Gets a specific channel in a workspace for use in Velaris workflows or dashboards.

Get Channel Messages

Fetches messages from a channel, allowing Velaris to trigger follow-ups or summarize communications.

Get Message Replies

Retrieves replies to a message in a channel, useful for Velaris to read threads or gather context.

List Time Entries

Gets time entries filtered by date, range, or context, enabling Velaris to update time tracking and reporting.

Update Message

Allows Velaris to edit a message in a ClickUp channel, ensuring communications stay accurate.

Delete Message Reaction

Enables Velaris to remove a reaction from a message, cleaning up outdated acknowledgments.

Get Accessible Custom Fields

Lets Velaris retrieve custom fields available on tasks in a list, helpful for metadata updates or dynamic forms.

Custom API Call

Allows Velaris to call any ClickUp API endpoint, offering flexibility for advanced or custom use cases.

Create Task From Template

Enables Velaris to create a new task based on a saved template, speeding up recurring workflows.

Create Task Comment

Lets Velaris post a comment on a task, adding notes or context from customer workflows.

Create Channel

Creates a new channel in a workspace, helping Velaris launch project-specific communication spaces.

Create Message

Enables Velaris to send a message in a channel, useful for alerts, reminders, or status updates.

Create Message Reply

Lets Velaris reply to a message in a channel thread, maintaining conversational continuity.

Get Task

Retrieves a specific task by ID, allowing Velaris to pull task details for updates or reporting.

Get Space

Fetches a specific space in ClickUp, useful for scoped operations or environment management.

Get Task Comments

Retrieves comments from a task, giving Velaris visibility into collaboration history.

Get Channels

Gets all channels in a workspace, enabling Velaris to populate dashboards or workflows.

Get Message Reactions

Retrieves reactions from a message, letting Velaris track engagement or sentiment.

List Team Tasks

Retrieves tasks across a workspace or filtered by tags, list, or assignee, supporting reporting and orchestration in Velaris.

Update Task

Allows Velaris to modify an existing task’s name, status, priority, description, or assignees.

Delete Message

Enables Velaris to delete a message from a channel when needed for cleanup or moderation.

Delete Task

Deletes a task from a workspace or list, allowing Velaris to remove obsolete work items.

Set Custom Field Value

Lets Velaris update a custom field value on a task, enabling dynamic enrichment or categorization.

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