Generate project tasks for new clients

When a new client is added in Aerion, automatically create an onboarding task in ClickUp to assign to the account team.

Try:

See all Aerion + ClickUp integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Aerion Explore Aerion →

Triggers

New client added

Fires when a new client is added in Aerion.

New project created

Fires when a new project is created in Aerion.

New time entry logged

Fires when a new time entry is logged in Aerion.

Timer started

Fires when a timer is started in Aerion.

Actions

Create client

Creates a new client in Aerion.

Create project

Creates a new project in Aerion.

Create time entry

Logs a new time entry in Aerion.

Start timer

Starts a timer in Aerion.

ClickUp Explore ClickUp →

Triggers

New task created

Fires when a new task, job or item is created in ClickUp.

Task completed

Fires when a task in ClickUp is marked complete.

Due date approaching

Fires when a task's due date in ClickUp is coming up.

Status changed

Fires when a task, job or project changes status in ClickUp.

Actions

Create task

Creates a new task, job or item in ClickUp.

Update task

Updates a task's status or assignee in ClickUp.

Add comment

Posts a comment on a task in ClickUp.

Assign task

Assigns a task in ClickUp to a team member.

Start tracking time when starting a task When a task status changes or due date is approaching in ClickUp, automatically start a timer in Aerion so team members track their active work effortlessly. See details

Update task status from logged hours When a new time entry is logged in Aerion, automatically add a comment to the corresponding task in ClickUp summarizing the progress made. See details

See all Aerion + ClickUp integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Generate project tasks for new clients” between Aerion and ClickUp?

Yes — describe it in the box above and Knit's Integrations Agent researches Aerion and ClickUp's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why integrate ClickUp with Aerion?

Connecting these platforms eliminates double entry by automatically syncing client projects, task deadlines, and tracked work hours across both systems.

Can completing a task in ClickUp log time in Aerion?

Yes, completing a task or starting work in ClickUp can automatically launch a timer or create a finalized time entry in Aerion.