Bloom ClickUp

Log activity in CRM when task comments are added

When a comment is added to a client task in ClickUp, automatically log the activity in Bloom on the customer record.

Try:

See all Bloom + 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.

Bloom Explore Bloom →

Triggers
New contact or lead

Fires when a new contact or lead is added to Bloom.

Contact updated

Fires when a field on a contact changes in Bloom.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Bloom.

Deal won

Fires when a deal is marked won in Bloom.

Actions
Create or update contact

Creates or updates a contact in Bloom.

Create deal

Creates a new deal in Bloom.

Update record stage

Moves a deal or record to a new stage in Bloom.

Log activity

Logs a call, email, or note against a record in Bloom.

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.

Generate project tasks when deals are won When a deal is won in Bloom, automatically create a project task in ClickUp to kick off client onboarding. See details
Update CRM deal stages when project tasks complete When a milestone task is completed in ClickUp, automatically update the deal stage in Bloom to keep sales reps informed. See details

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

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FAQ

Common questions

Can Knit build “Log activity in CRM when task comments are added” between Bloom and ClickUp?

Yes — describe it in the box above and Knit's Integrations Agent researches Bloom 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.

How does connecting ClickUp and Bloom help sales and delivery teams?

It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.

Can deal changes in Bloom automatically spin up project tasks?

Yes, when a deal is won or changes stages in Bloom, you can instantly create initial project tasks in ClickUp.

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