Member365 + ClickUp Integrations
Put Member365 + ClickUp to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Member365 and ClickUp
See the kind of workflows teams build with Member365 and ClickUp below — describe the exact one you want above and the Agent builds it on demand.
Member365 + ClickUp
When an event registration with an assigned ticket is recorded in Member365, create a task in ClickUp.
Generate project tasks when deals are won
When a deal is won in Member365, 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 Member365 to keep sales reps informed.
See details
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 Member365 on the customer record.
See details
Browse the full workflow library →
Looking to achieve something else with Member365 and ClickUp?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Member365 and ClickUp
Everything Member365 and ClickUp can do inside a workflow — the triggers that start one and the actions that run when it fires.
Member365 Explore Member365 →
An all-in-one membership management software designed for associations and non-profit organizations to manage member databases.
TriggersTriggers when contact is created in Member365.
Triggers when an event registration is completed regardless of payment status. When a contact has an event ticket assigned to them this trigger will send the contact information and event registration details.
Triggers when an event registration's invoice is marked as paid, including free registrations (unless you set a minimum invoice amount). Unlike "Event Registration With Assigned Ticket", this only fires once payment is complete. Does not trigger for refunds or paid-to-unpaid changes.
Triggers when an existing event ticket is transferred. When an event ticket is transferred this trigger will update the registration to the new contact.
Triggers when an existing event ticket is withdrawn. When an event ticket is withdrawn this trigger will remove the registration from the contact.
Marks Attendance on a Ticket in Events
ClickUp Explore ClickUp →
ClickUp is an all-in-one productivity platform that combines task management, document editing, goal tracking, and project planning in one interface.
Knit's Integrations Agent builds ClickUp's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against ClickUp's API.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
adam.ai
A meeting intelligence platform that helps teams organize meeting agendas, record key decisions, and manage actionable project tasks.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Aha!
A product roadmap and strategic planning software that helps product teams outline strategy, capture ideas, and manage feature releases.
airfocus
airfocus is product strategy and project management software that helps teams prioritize tasks and build visual product roadmaps.
Aisle Planner
Aisle Planner is an event management and design suite built specifically for wedding coordinators and event planning professionals.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Member365 + ClickUp
Is there a pre-built Member365 + ClickUp automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Member365 and ClickUp's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Member365 or ClickUp connector?
No. The Agent works whether or not Member365 or ClickUp already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting ClickUp and Member365 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 Member365 automatically spin up project tasks?
Yes, when a deal is won or changes stages in Member365, you can instantly create initial project tasks in ClickUp.