Connectors

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TickTick

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Log TickTick work as a HubSpot company note
Write
Cross-Connector

Show client work from TickTick on the HubSpot company

For teams who track client work in TickTick and want a summary on the HubSpot company record, by asking their AI assistant to write it.

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Log TickTick work as a HubSpot company note
Log last week's TickTick work for Northwind Traders as a note in HubSpot.
I found Northwind Traders in HubSpot and 4 completed TickTick tasks for the last 7 days. - 2026-10-24 Draft onboarding plan (45 min focus) - 2026-10-27 Configure pilot workspace (90 min focus) - 2026-10-28 Review data import (0 min focus) - 2026-10-29 Send pilot checklist (45 min focus) Total: 4 tasks, 180 min focus. Shall I add this note to Northwind Traders and the Northwind pilot deal?
TickTick
Sample figures. Your results come from your own account.
hubspot-get-companies
hubspot-get-deals
ticktick-get-projects
ticktick-get-completed-tasks
hubspot-get-notes
hubspot-add-note
hubspot-add-company-note
hubspot-add-deal-note
hubspot-update-deal

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

TickTick

TickTick
Run it on your own TickTick data.

Connect TickTick, pick your AI tool and paste the prompt.

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The problem

Client work done but invisible to the account team

Work done for a client in TickTick is invisible in HubSpot unless someone writes it up. Pulling the completed tasks for one company, adding up focus time and writing a tidy note takes long enough that it rarely happens.

Without PopdockAI

  • Filter completed TickTick tasks for the client
  • Add up focus time by hand
  • Write the summary note in HubSpot
  • Skip it when the week gets busy

With PopdockAI

  • The HubSpot company and any single open deal are found
  • Completed tasks are read with real focus time, never estimated
  • Doubtful tasks are left out unless you keep them
  • It stops if a log exists, and writes only after you say yes

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Record the TickTick work completed for the HubSpot company `{company-name}` over the last `{lookback-days}` days (default 7) as one note on the company's HubSpot timeline, also linked to its open deal when exactly one applies. If `{project-name}` is given, only that TickTick project. Nothing is written until the user confirms.

**Step 1: Find the company (HubSpot)**

Call `hubspot-get-companies` (HubSpot server) with `company-name.contains` set to the name. If more than one matches, list them and stop. If none, say so and stop. Keep `record-id` and `company-name`. Call `hubspot-get-deals` with `company-id` set to the record-id and keep deals whose stage is not closed.

**Step 2: Completed work (TickTick)**

If a project name was given, call `ticktick-get-projects` (TickTick server) with `name` set to it and keep its `project-id`; stop if it does not match exactly one. Call `ticktick-get-completed-tasks` with `title.contains` set to the distinctive part of the company name, `completed-time.from` set to today minus the lookback days, and `project-id` if one was found. Call it again with `tags.contains` set to the same text and merge the results by `task-id`. Keep title, completed-time, focus-duration-seconds and project-name. If nothing comes back, say so and stop.

**Step 3: Check it is not already logged (HubSpot)**

Call `hubspot-get-notes` with `company-id` set to the record-id, `activity-date.from` set to the start of the period and `body-preview.contains` set to "TickTick work log". If a note comes back, show it and stop.

**Step 4: Draft and confirm**

Draft the note:

```
TickTick work log <from date> to <to date>
- <completed date> <task title> (<focus minutes> min focus)
Total: <n> tasks, <total focus minutes> min focus
```

Propose the deal if exactly one open deal exists; otherwise associate the company only. Show the draft and the associations and ask for explicit confirmation. Write nothing without a clear yes.

**Step 5: Write (only after yes)**

Call `hubspot-add-note` (HubSpot server) once with `timestamp` set to today, `body` set to the approved text, `company-ids` set to the record-id and `deal-ids` set to the deal record-id if approved. Report the returned id, then repeat the Step 3 read and confirm the note appears.

**Rules & Guidelines:**

* `hubspot-get-companies`, `hubspot-get-deals`, `hubspot-get-notes` and `hubspot-add-note` are on the HubSpot server; `ticktick-get-projects` and `ticktick-get-completed-tasks` are on the TickTick server.
* The only write is `hubspot-add-note`, once. Call no other write tool: no other hubspot-add, hubspot-update, hubspot-rename, hubspot-remove, hubspot-subscribe, hubspot-unsubscribe or hubspot-import tool (including `hubspot-add-company-note`, `hubspot-add-deal-note` and `hubspot-update-deal`).
* TickTick is only read. Never call a TickTick write tool (`ticktick-add-task`, `ticktick-update-task`, `ticktick-complete-task`, `ticktick-complete-tasks`, `ticktick-move-task`, `ticktick-assign-task`, `ticktick-unassign-task`, `ticktick-add-task-comment`, `ticktick-add-project`, `ticktick-update-project`, `ticktick-add-project-group`, `ticktick-update-project-group`, `ticktick-add-column`, `ticktick-update-column`, `ticktick-add-tag`, `ticktick-add-focus-session`).
* Do not set owner-id unless the user gives a numeric HubSpot owner ID.

**Validation:**

* Matching is by title or tag text; list any task whose link to the company is doubtful and leave it out unless the user keeps it.
* A task with no focus time shows 0 min; do not estimate time.
* If the read-back does not show the note, say the write may have failed and do not retry.

Who it's for

One answer, three teams that use it

Project managers

Report delivered work without writing it up

A note on the company record shows what was done for the client, with focus time, from your finished tasks.

Log this month's completed TickTick work for Contoso as a HubSpot company note.

Account managers

Know what was delivered before a renewal

See a tidy record of work completed for the client in HubSpot, linked to the open deal when there is one.

Add a HubSpot note for Fabrikam summarising the TickTick tasks we finished for them last week.

Consultants

Share your work with the account team

Turn your completed tasks into a note the sales and service team can read, without double logging.

Write up my completed TickTick tasks in the Northwind project for September as a note on Northwind Traders in HubSpot.

How it works

What PopdockAI does when you ask

You name the HubSpot company, and your AI assistant drafts one note from the TickTick work completed for it. Nothing is written until you confirm, and TickTick is only read.

01

Find

It finds the HubSpot company and any single open deal.

Your AI tool

02

Read

It reads the TickTick tasks completed for that company and their focus time.

ticktick-get-projects
ticktick-get-completed-tasks

03

Check

It stops if a work log note already exists for the period.

hubspot-get-notes

04

Confirm

You review the draft note and links, then it writes it and reads it back.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for TickTick and one secure connection to your AI tool. No code, no exports.

get-data

hubspot-get-companies

Returns company records from HubSpot CRM, with domain, industry, lifecycle stage, owner, location and revenue from the HubSpot connector. Filter by record id, company domain name, industry, lifecycle stage, annual revenue, state region, company owner, company name, create date, country region.
get-data

hubspot-get-deals

Returns deals from HubSpot CRM, with amount, stage, pipeline, close date, owner and associated company and contact from the HubSpot connector. Filter by pipeline name, close date, deal stage name, deal type, record id, company id, deal name, amount, deal owner.
get-data

ticktick-get-projects

Returns TickTick projects (lists) with their name, group, view mode and archived status.
get-data

ticktick-get-completed-tasks

Returns completed TickTick tasks with their completion time and project. Filter by project and completion date range.
get-data

hubspot-get-notes

Returns notes logged against HubSpot records, with a body preview, owner and associated records from the HubSpot connector. Filter by activity date, company id, deal id, contact id, body preview, ticket id, activity assigned to.
run-action

hubspot-add-note

Creates a note in HubSpot and returns the new note's ID. Required: Date. Optional: Note, Owner ID, Company IDs, Contact IDs, Deal IDs. Writes to HubSpot.
run-action

hubspot-add-company-note

Adds a note to a HubSpot company's timeline. Requires company id, note.
run-action

hubspot-add-deal-note

Adds a note to a HubSpot deal's timeline. Requires note, deal id.
run-action

hubspot-update-deal

Changes an existing HubSpot deal. Only the fields you pass are changed; pass an empty value to clear a field. Requires id. Optional: deal name, deal type, amount, deal stage, owner id, pipeline, description, close date.
Read only.Nothing in TickTick Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Delivered work visible on every client record

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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