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Abby Connect and ClickUp Integration for Call Tasks

The Abby Connect AI receptionist integration with ClickUp creates a task from call notes whenever a new call record or message is logged through Zapier. Caller ID and receptionist name move into ClickUp so your team can organize follow-ups and project actions, helping reduce manual work.

Use Cases

Track Client Calls as ClickUp Tasks: When Abby Connect logs a New Call Record, Zapier creates a task in ClickUp containing the caller ID and notes. Your client service team can then review the task, plan next steps and manage follow-ups directly within their project board.
Message Requests Become Support Tickets: When a New Message arrives in Abby Connect, Zapier creates a ClickUp issue using the caller name and case type, if available. Support teams can triage the ticket, respond to the request and close it once resolved.
Add Project Cards from Client Calls: When Abby Connect logs a New Call Record, Zapier creates a project card in ClickUp with the caller ID and notes. Project managers can group related cards, assign owners and track progress without re-entering call details.
Attach Call Notes as ClickUp Comments: When Abby Connect logs a New Call Record, Zapier can add the call notes as a comment on a designated ClickUp task. This keeps call context and project updates in one place, helping teams maintain visibility across tasks.

Features

Create ClickUp Tasks from Calls: When a New Call Record is logged in Abby Connect, Zapier creates a new ClickUp task with caller ID and notes so teams can review and act on client requests.
Add Issues from New Messages: A New Message in Abby Connect triggers the creation of a ClickUp issue that includes the caller name, if available and receptionist name, helping teams track inbound requests.
Automatic Call Comments: Zapier adds a comment to a designated ClickUp task using notes from each New Call Record, allowing teams to keep project updates linked to client interactions.

Resources

FAQs

Is the Abby Connect and ClickUp integration one-way?

Yes. It is a one-way integration that uses Zapier. Abby Connect sends data to ClickUp when a New Call Record or New Message trigger occurs, but nothing is sent back to Abby Connect.

What triggers are available for sending data from Abby Connect to ClickUp?

The integration supports two triggers: New Call Record and New Message. Each trigger can create a new task, issue, or comment in ClickUp using details like caller ID, notes and receptionist name.

How do I set up the Abby Connect integration with ClickUp?

To set up, sign in to Zapier, connect your Abby Connect account and enter your API key from my.abby.com under Settings, Integrations, Zapier. Then choose ClickUp as the destination app and map your desired fields.

What happens in ClickUp when a new call is received in Abby Connect?

When a New Call Record trigger fires, the integration can create a new task in ClickUp containing caller ID and notes. Your team can then review and manage the task as part of ongoing client or project work.

Can my team use this integration to manage client messages?

Yes. When a New Message trigger occurs, the integration can create an issue in ClickUp with the caller name and case type, if available. Teams can then organize, assign and track follow-ups in one workspace.

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