ClickUp to Rivo Integration | MESA
Connect ClickUp to Rivo and automate your tasks
Why integrate ClickUp with Rivo
The ClickUp to Rivo integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.
Turn Shopify orders into ClickUp tasks automatically
When an order comes in with specific conditions — a custom request, a wholesale flag, a high-value purchase — MESA creates a ClickUp task with the relevant details already filled in. Your team picks up work without anyone transcribing order data by hand.
Keep project status in sync with what's happening in Shopify
When a Shopify event occurs — a product goes live, a fulfillment is completed, an order is cancelled — MESA updates the corresponding ClickUp task or status. Your project view reflects reality without manual updates.
Trigger Shopify actions when ClickUp work is done
When a task is marked complete in ClickUp — a design approved, a product reviewed, a vendor confirmed — MESA kicks off the next step in Shopify. Your internal workflows connect directly to your storefront operations.
Keep loyalty status current across your marketing tools
When a customer earns or redeems points in Rivo, MESA updates their record in Klaviyo, Shopify, and connected platforms in real time. Your segments, flows, and CRM always reflect where each customer stands in your program without manual list updates.
Enroll customers in Rivo based on Shopify purchase behavior
When a customer hits a condition in Shopify — a first purchase, a spend threshold, a product category — MESA adds them to Rivo and sets the right starting tier. Your loyalty program grows with your customer base without anyone managing enrollments by hand.
Trigger loyalty rewards at the moments that drive retention
When a customer reaches a milestone — a repeat purchase, a referral, a VIP threshold — MESA triggers the right Rivo action and can notify them through your preferred channel. Your program responds to behavior in real time, not on a delayed sync cycle.
Build any ClickUp and Rivo automation
MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.
Customer VIP Tier Updated
- ID
- Vip Tier ID
- Started At
- Internal Note
- External Note
- Customer
- Vip Tier
Loyalty Points Earned
- ID
- Points Amount
- Applied At
- Internal Note
- External Note
- Event Type
- Source
- Customer
Points Redemption Created
- Applied At
- Code
- Customer
- Expires At
- ID
- Name
- Points Amount
- Referred Email
- Refunded At
- Reward
- Terms Of Service
- Reward ID
- Source
- Used At
Task Assignee Updated
- ID
- Custom ID
- Custom Item ID
- Name
- Text Content
- Description
- Status
- Orderindex
- Date Created
- Date Updated
- Date Closed
- Date Done
- Archived
- Creator
- Assignees
- Group Assignees
- Watchers
- Checklists
- Tags
- Parent
- Top Level Parent
- Priority
- Due Date
- Start Date
- Points
- Time Estimate
- Time Spent
- Custom Fields
- Dependencies
- Linked Tasks
- Locations
- Team ID
- URL
- Sharing
- Permission Level
- List
- Project
- Folder
- Space
- Attachments
Task Comment Posted
- ID
- Name
- Comment
- History Items
Task Comment Updated
- ID
- Name
- Comment
- History Items
Task Created
Task Deleted
- ID
- Webhook ID
- Event
- History Items
Task Due Date Updated
Task Moved
Task Priority Updated
Task Status Updated
Task Tag Updated
Task Time Estimate Updated
Task Time Tracked Updated
- ID
- Name
- Time Spent
- Time Estimate
- History Items
Task Updated
Add Points to Customer's Points Balance
Create a points event to adjust a customers points balance.
- Type
- ID
- Attributes
Create Points Redemption
Redeem a reward for points.
- Customer Identifier
- Reward ID
- Points Amount
Create Referral
Create a referral.
Get List of Customers
Obtain a list of customers.
- Type
- ID
- Attributes
Get List of Earning Rules
Obtain a list of earning rules.
- Type
- ID
- Attributes
Get List of Points Events
Obtain a list of points events.
- Type
- ID
- Attributes
Get List of Points Redemptions
Obtain a list of points redemptions.
- Type
- ID
- Attributes
Get List of Referrals
Obtain a list of referrals.
Get List of Rewards
Obtain a list of rewards.
- Type
- ID
- Attributes
Get List of VIP Tiers
Obtain a list of VIP tiers.
- Type
- ID
- Attributes
Retrieve Customer
Grab all details about a customer.
- Type
- ID
- Attributes
Retrieve VIP Tier
Grab all details about a VIP tier.
- Type
- ID
- Attributes
Update Customer
Modify a customer.
- Dob
Update Customer's VIP Tier
Update a customer's VIP tier.
- Vip Tier ID
- Internal Note
- Skip Email
Add Tag to Task
Add a tag to a task.
Create Checklist
Create a checklist to a task.
- Name
Create Checklist Item
Add an item to a task's checklist.
- Name
- Assignee
Create Folder
Create a folder in a space.
- Name
Create Folderless List
Create a list in a space.
- Name
- Content
- Due Date
- Due Date Time
- Priority
- Assignee
- Status
Create List
Create a list.
- Name
- Content
- Due Date
- Due Date Time
- Priority
- Assignee
- Status
Create Space
Create a space in a workspace.
- Name
- Multiple Assignees
- Features
Create Tag for Space
Create a task tag for a space.
- Tag
Create Task
Create a task.
- Name
- Description
- Markdown Content
- Assignees
- Tags
- Status
- Priority
- Due Date
- Due Date Time
- Time Estimate
- Start Date
- Start Date Time
- Notify All
- Parent
- Links To
- Check Required Custom Fields
- Custom Fields
Delete Checklist
Remove a checklist from a task.
Delete Checklist Item
Remove a checklist item from a task checklist.
Delete List
Remove a list.
Delete Space's Tag
Remove a tag from a space.
Delete Task
Remove a task.
Get List of Filtered Team Tasks
Obtain a list of tasks from a workspace that meet a specific criterion, limited to tasks you have access to.
- ID
- Custom ID
- Name
- Text Content
- Description
- Status
- Orderindex
- Date Created
- Date Updated
- Date Closed
- Creator
- Assignees
- Watchers
- Checklists
- Tags
- Parent
- Priority
- Due Date
- Start Date
- Points
- Time Estimate
- Time Spent
- Custom Fields
- Dependencies
- Linked Tasks
- Team ID
- URL
- List
- Project
- Folder
- Space
Get List of Folder's Lists
Obtain a list of lists from a folder.
- ID
- Name
- Orderindex
- Content
- Status
- Priority
- Assignee
- Task Count
- Due Date
- Start Date
- Folder
- Space
- Archived
- Override Statuses
- Statuses
Get List of Folderless Lists
Obtain a list of lists in a space that aren't located in a folder.
- ID
- Name
- Orderindex
- Content
- Status
- Priority
- Assignee
- Task Count
- Due Date
- Start Date
- Folder
- Space
- Archived
- Override Statuses
- Statuses
Get List of Folders
Obtain a list of folders in a space.
- ID
- Name
- Orderindex
- Override Statuses
- Hidden
- Space
- Task Count
- Lists
Get List of Space's Tags
Obtain a list of tags in a space.
- Name
- Tag Fg
- Tag Bg
Get List of Spaces
Obtain a list of spaces in a workspace. Member information is available only in private spaces.
- ID
- Name
- Private
- Statuses
- Multiple Assignees
- Features
Get List of Tasks from List
Obtain a list of tasks from a list.
- ID
- Custom ID
- Name
- Text Content
- Description
- Status
- Orderindex
- Date Created
- Date Updated
- Date Closed
- Creator
- Assignees
- Watchers
- Checklists
- Tags
- Parent
- Priority
- Due Date
- Start Date
- Points
- Time Estimate
- Time Spent
- Custom Fields
- Dependencies
- Linked Tasks
- Team ID
- URL
- List
- Project
- Folder
- Space
Get List of Workspaces
Obtain a list of workspaces accessible via the connected connection.
- ID
- Name
- Color
- Avatar
- Members
Remove Tag from Task
Remove a tag from a task.
Retrieve List
Grab all details about a list.
- ID
- Name
- Orderindex
- Content
- Status
- Priority
- Assignee
- Task Count
- Due Date
- Start Date
- Folder
- Space
- Archived
- Override Statuses
- Statuses
Retrieve Task
Grab all details about a task.
- ID
- Custom ID
- Name
- Text Content
- Description
- Status
- Orderindex
- Date Created
- Date Updated
- Date Closed
- Creator
- Assignees
- Watchers
- Checklists
- Tags
- Parent
- Priority
- Due Date
- Start Date
- Points
- Time Estimate
- Time Spent
- Custom Fields
- Dependencies
- Linked Tasks
- Team ID
- URL
- List
- Project
- Folder
- Space
Update Checklist
Rename a task's checklist or reorder a checklist so it appears above or below other checklists on a task.
- Name
- Position
Update Checklist Item
Modify an item in a task checklist by renaming it, assigning it, marking it as resolved, or nesting it under another checklist item.
- Name
- Assignee
- Resolved
- Parent
Update List
Modify a list.
- Name
- Content
- Due Date
- Due Date Time
- Priority
- Assignee
- Unset Status
Update Space's Tag
Modify a tag from a space.
- Tag
Update Task
Modify a task's details.
- Name
- Description
- Markdown Content
- Assignees
- Status
- Priority
- Due Date
- Due Date Time
- Time Estimate
- Start Date
- Start Date Time
- Parent
- Archived
- Custom Fields
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