Trackdesk provides an automation scenario that helps you create ClickUp tasks based on affiliate activity in your program.
Using the ClickUp Popular Template, you can automatically create a task in ClickUp whenever a new affiliate signs up in Trackdesk.
You can also build your own custom automation workflows using Custom Automations, where many more triggers and actions are available.
This article explains how to access the ClickUp Popular Template, enable its scenario, and customize it to fit your workflow.
Accessing the ClickUp Popular Template
To access the template:
Log in to your Trackdesk workspace.
In the main menu on the left, click Integrations.
The Popular Templates section loads automatically.
Scroll to the Productivity category.
Select the ClickUp ↔ Trackdesk template.
This template contains all ClickUp automation scenarios predefined by Trackdesk.
Available Scenario
The ClickUp Popular Template includes one ready-to-use scenario:
Send new affiliates as tasks
Creates a task in ClickUp whenever a new affiliate signs up in Trackdesk.
This scenario can be activated independently.
Connecting ClickUp
When installing your first ClickUp-related scenario, Trackdesk will prompt you to authorize access to your ClickUp workspace.
During the connection process, you will be asked to select:
ClickUp Workspace
Space
Folder (optional depending on your structure)
List where tasks will be created
To connect ClickUp:
Click Install next to the ClickUp scenario.
Follow the instructions on the screen to connect and authorize your ClickUp account.
Select the Workspace, Space, Folder, and List where tasks should be created.
Confirm the connection.
Installing and Enabling the Scenario
To enable the scenario:
Open the ClickUp Popular Template.
Click Install on the scenario.
Select your ClickUp workspace components if prompted.
Add required information into the builder if needed.
Toggle the scenario ON using the switch on the scenario row or click Start at the bottom.
Once enabled, Trackdesk will automatically create a task in ClickUp whenever a new affiliate registers.
Customizing the Scenario
You can adjust:
The task title and description
Additional fields passed to ClickUp
The target List for new tasks
Conditions determining when tasks should be created
Additional filters or logic
These options help you align the workflow with your internal task management process.
Troubleshooting
Tasks not appearing in ClickUp?
• Ensure the scenario toggle is ON.
• Confirm you selected the correct Workspace, Space, Folder, and List.
• Verify your ClickUp authorization is active.
Template not visible?
• Refresh the Integrations page. Popular Templates update automatically.