Can I filter for specific clients?

Yes, you can define specific clients for the follow-up task. DryMerge will ensure that the task focuses on the specified clients.

Can I change the follow-up schedule?

Yes, you can set a different day and time for the client follow-up task. Simply specify your preferred schedule, and DryMerge will configure it accordingly.

Which people use this automation? What do they use it for?

Client managers and sales teams use this automation to ensure regular and timely follow-ups with clients, maintaining strong business relationships.

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ClickUp + Schedule by DryMerge

Schedule End-of-Month Client Follow-Up in ClickUp

Maintain excellent client relationships by scheduling a follow-up task in ClickUp on the last day of each month at 3 PM. This ensures timely communication with clients, addressing their needs and fostering strong business relationships.

End-of-Month Reminder

Triggers on the last day of each month at 3 PM.

Create Follow-Up Task

Adds a client follow-up task to your ClickUp board.

See more ClickUp to Schedule by DryMerge integrations or use AI to customize your automation.

or pick a common variation below

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How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Schedule end-of-month client follow-up in ClickUp"

Schedule end-of-month client follow-up in ClickUp

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with ClickUp + Schedule by DryMerge.

Create Task

Creates a new task in Clickup

Create Task Comment

Adds a comment to a Clickup task

Create Time Entry

Creates a new time entry for a Clickup task

Update Task

Updates an existing task in Clickup

Create Folder

Creates a new folder in Clickup

Create List

Creates a new list in Clickup

List Spaces

Lists all Clickup spaces

Get Task Comments

Gets comments for a Clickup task

Search Tasks

Searches for tasks in ClickUp based on criteria

New ClickUp Task

Triggers when a new ClickUp task is created

ClickUp Task Changes

Triggers when a ClickUp task is updated

Delay by DryMerge

Delays an automation until a set date or for a set period of time

App details

ClickUp

ClickUp is an all-in-one productivity platform for planning, tracking, and collaborating on projects. Manage tasks, docs, goals, and more in a customizable workspace.

Schedule by DryMerge

Schedule and automate repetitive tasks and complex processes. Set up recurring automations, define triggers, and run actions on a predefined schedule.