ClickUp and Capterra stand as powerful tools in the realm of project management and software discovery, respectively. ClickUp is recognized for its comprehensive features that facilitate task management, collaboration, and productivity enhancement. Its integration capabilities make it a versatile platform for various professional environments. On the other hand, Capterra is a go-to platform for exploring software solutions across multiple categories, offering user reviews and comparisons to help decision-making. When combined, these platforms can enable a seamless transition of insights or tasks between project management and software discovery processes. For example, you can automate the process of extracting data from Capterra and creating relevant tasks in ClickUp using this playbook.

Such integration is particularly useful for teams that often need to explore, evaluate, and implement new software tools. Instead of manually transferring information from Capterra to ClickUp, the integration automates the process, saving valuable time and reducing the chance of errors. Additionally, it allows for more organized tracking of software discovery tasks, ensuring nothing slips through the cracks.

Try popular Capterra + ClickUp automations

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Copy
the currently opened LinkedIn job post to a ClickUp list
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Create
ClickUp tasks from a list of the upcoming week's meetings every Monday
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Summarize
and save new emails to ClickUp using OpenAI
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Enrich
TikTok links and create ClickUp tasks
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Get
Product Hunt product data and save it in ClickUp as a new task
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Create
a ClickUp task, when an email with a negative sentiment is received
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Save
labeled emails to ClickUp, including attachments stored on Dropbox
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Save
labeled emails to ClickUp, including attachments stored on Google Drive
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Copy
all ClickUp tasks in a specific project to Jira.
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Copy
all Jira issues to ClickUp
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Create
a new Jira issue from a ClickUp task
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Generate
a list of tasks from a HubSpot ticket using OpenAI and save them to ClickUp as new tasks.
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Copy
all HubSpot tickets to ClickUp
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Create
a ClickUp task from a TikTok profile
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Get
a list of products from the currently opened Capterra product search page
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Get
product data from the currently opened Capterra product page
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Add
row in Airtable when ClickUp task is created
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Add
row in Coda when ClickUp task is created
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Add
row in Google Sheets when ClickUp task is created
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Generate
summary and action items from meeting notes using OpenAI and create ClickUp task
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Create
ClickUp comment from ChatGPT response.
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Create
ClickUp task from the currently opened page
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Create
a ClickUp comment to a task when a Google Sheets spreadsheet is modified
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Create
a ClickUp task when a Google Sheets spreadsheet is modified
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Create
a ClickUp task from a screenshot of a web page periodically using Google Drive
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Generate
task list from email when label is added and create ClickUp task.
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Generate
task list from currently opened email thread and create ClickUp task for each item
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Create
a ClickUp task and attach the current page as PDF using Dropbox, when I right-click
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When
I right-click: Create a ClickUp task and attach the current page as PDF using Google Drive
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Create
ClickUp Task from Upwork profile
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Create
ClickUp task from a Twitter profile
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Create
ClickUp task from an Instagram profile

How to integrate Capterra + ClickUp

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Step 1
Install Bardeen extension from Chrome Web Store.
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Step 2
Find a pre-built automation.
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Step 2
Let AI build the automation for you.
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Step 3
Run your automation.
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Loved by over 300k users

"This playbook saves me at least 1-2 hours everyday! Absolute game changer!"
Bardeen saves me 7 hours per week! I highly recommend using Bardeen whether you are doing outreach on LinkedIn, Instagram, or Facebook.
This playbook saves me at least 1-2 hours every day. It normally takes me 60-90 mins to scrape 20 new jobs and the accompanying information each day. With Bardeen, this playbook does it in about 10 minutes and automatically!

Available actions & triggers

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Integrate any app with Capterra + ClickUp

Affinity Airtable Amazon Apollo.io Appsumo Asana Bardeen Clearbit Clutch Coda Craigslist Crunchbase DeepL Dropbox eBay Eventbrite Facebook Fiverr FlexJobs Github Glassdoor Google Calendar Google Docs Google Drive Google Jobs Google Mail Google Maps Google Meet Google News Google Search Google Sheets Google Translate Google Travel Google Trends HubSpot Indeed Instagram Jira Linkedin Meetup Microsoft Outlook Miro Monster.com Notion OpenAI Pipedrive Product Hunt Realtor.com Reddit Redfin Remote OK Salesforce SEEK Slack SmartSuite SMS Snov.io Telegram ThemeForest TikTok Trello Twitter Upwork Webex Whatsapp WordPress Yelp YouTube Zapier Zillow Zoom

Frequently asked questions

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Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
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