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Best practices for formatting Chat messages in Zapier

You can format ClickUp Chat messages in Zaps to add styling, user mentions, and Channel notifications.

Learn more about the Zapier integration!

Chat feature availability and limits vary by plan and user role. Learn more

Format Chat messages in Zapier

There are several formatting options you can use in your Zaps.

Text

The table below explains how to bold, italicize, and strikethrough text in Zaps:

Formatting Instructions
Bold text **Wrap your text with asterisks.**
Italic text _Wrap your text with underscores._
Strikethrough text ~Wrap your text with tildes.~

Inline code and blockquotes

The table below explains how to format inline code and blockquotes in Zaps:

Formatting Instructions
Inline code blocks

`Wrap your text with a single backtick.`

```If your inline code block is more than one line of text, use three backticks.```
Blockquotes >Start the blockquote with a closing angle bracket.

Lists

The table below explains how to format lists in Zaps:

Formatting Instructions
Ordered list

Type the number, followed by a period, followed by a space, before your text.

Example: 1. Click your avatar.
Unordered/bulleted list

Type a hyphen, followed by a space, before your text.

Example: - User roles

Links

URL links are automatically hyperlinked in ClickUp Chat without additional formatting.

To display the link text instead of the URL, type an open square bracket, your link text, a closing square bracket, an open parenthesis, your URL link, then a closing parenthesis.

For example: [Link text](https://zapier.com)

Link text includes spaces between words.

Images

URL links are automatically hyperlinked in ClickUp Chat without additional formatting.

To display an image instead of the URL, type an exclamation mark, an open square bracket, alt text, a closing square bracket, an open parenthesis, your image URL link, then a closing parenthesis. 

For example: ![alt_text](image url)

Alt text is a brief description of an image that appears when the image can't be viewed.

New lines

No special formatting is required for new lines.

To add a new line, press Return on Mac or Enter on PC.

You can only enter a single new line between lines of text. Two or more consecutive new lines are not supported.

Emoji

No special formatting is required for emoji.

To add a new emoji, wrap the emoji name in colons or copy it from this cheatsheet.

For example: :heart_eyes:

Mentions and notifications

The table below shows how to format mentions in Zaps:

Mention type Formatting
Mention a user clickup://user/395601
Mention a Team clickup://group/c41097c0-4753-415b-a3f3-685fb4f5e3f7
Mention a task clickup://task/8xdfk3g0f
Mention everyone @everyone

Use ClickUp IDs in Zapier

You can use user and task IDs in your Zaps.

User ID

To use a user ID in a Zap:

  1. Select any of the ClickUp Zapier triggers available.
  2. Select the ClickUp Zapier action Send Chat Message to Channel.
  3. In the Message Text section, select the user ID field.

    The name of this field varies based on your trigger.

  4. Copy the user ID and paste it into your Zap, or use this dynamic field in your Zap.

Team ID

To use a Team ID in a Zap:

  1. Open ClickUp in your web browser.
  2. If Teams are pinned to the Sidebar, select Teams.
    • If Teams are not pinned, select More in the Sidebar, then click Teams.
  3. Search for and select the Team you want to mention.
  4. In the web page URL, copy the alphanumeric ID that follows /teams/.
  5. Paste it into your Zap, or use this dynamic field in your Zap.

Task ID

To use a task ID in a Zap: 

  1. In ClickUp, open the task you want to mention.
  2. In the upper-right corner, click the ellipsis ... menu. 
  3. Click Copy ID. 
  4. Paste it into your Zap, or use this dynamic field in your Zap.

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