ClickUp
Tasks & follow-ups
Ziikly finds tasks where a custom 'Customer Email' field matches the searched address.
What you can see
- ✓Tasks linked to a customer by email
- ✓Status and due dates
- ✓Overdue detection
Common use cases
- →See open follow-ups for a customer without opening ClickUp
- →Spot overdue tasks that need attention
Limits worth knowing about ClickUp
ClickUp tasks match when a task carries the customer email (a custom field). Task search requires a premium ClickUp workspace, and results are limited to what the read-only API exposes.
ClickUp — frequently asked questions
Can Ziikly change anything inside ClickUp?
No. Ziikly uses a read-only personal access token. It can display tasks linked to a customer by email but can never create, edit or delete tasks, or change anything in your ClickUp workspace.
How to connect
ClickUp → Settings → Apps → API Token. Add an "Email" custom field to your tasks (any name works, e.g. "Customer Email") so Ziikly can match customers.
Connect ClickUp nowZiikly is a customer lookup tool
Connect ClickUp and search a customer's email to see their payments, orders, invoices, tickets and tasks — from every tool you use — in one read-only view.