Caller info and call summary create a ClickUp task in the right list with all context attached.
Every call your AI agent takes flows into ClickUp with the full context: caller info, what they asked about, how they sounded, and what happened. Catch it in Zapier or n8n and route it however you want.
One webhook out of RevSquared, then any number of Zaps that route it to ClickUp. Here's what teams build.
Caller info and call summary create a ClickUp task in the right list with all context attached.
Captured scope creates a task in your sales pipeline list ready for follow-up.
Confirmed appointments create a task in the right project with the scheduled date.
Customer service calls create tasks in your support list with the call summary.
Connect Zapier once in RevSquared. From then on every call posts a full JSON payload — build as many Zaps as you want.
In Zapier, create a new Zap. Pick “Webhooks by Zapier” → “Catch Hook”. Copy the webhook URL Zapier gives you.
In your RevSquared dashboard, open the Zapier integration and paste the URL. One connection covers every future call.
Make a test call (or use the test-payload button). Zapier receives the JSON and shows you the structure to map.
In the same Zap, add ClickUp as the next step. Pick an action, map the webhook fields into ClickUp, and turn it on.
Every call creates a ClickUp task in the right list with the caller's info and full transcript.
Map preferred dates from calls to ClickUp due dates.
Route tasks to the right person based on call topic.
Map any captured field to ClickUp custom fields.
Categorize tasks by call subject for cleaner reporting.
Repeat callers add comments to existing tasks instead of duplicating.
One Zapier integration. Paste your Catch Hook URL and every call posts to it.
Different Zaps for sales, support, ops — same payload, different ClickUp lists.
Webhook fires within seconds so today's calls hit today's task list.
Your AI answers emergency and maintenance calls 24/7 so your techs stay on the job.
See the pageBurst pipe at 2am? Your AI picks up first and books the job before your competitor does.
See the page78% of buyers choose the first agent who responds. Your AI qualifies leads and books showings 24/7.
See the page42% of clients hire the first attorney who responds. Your AI qualifies leads and books consultations 24/7.
See the pageBuild a Zap once. Every future call lands where it needs to go automatically.