Using Calendly Automations

Create tasks in ClickUp using data from Calendly. This is great for creating action plans with your team based on scheduled events.

What you'll need

  • Due to Calendly limitations, you need to have a Calendly Professional Plan or above to use this Automation.

  • Automation integrations are available for Business Plans and above.

Calendly is deprecating V1 API Keys. You'll need to create a personal access token to use Calendly with ClickUp.

Enable and set up Calendly

Before you can set up Calendly, your Workspace owner or admin will need to enable the Automation ClickApp.

Once enabled, you can start using Calendly as a Trigger to automatically create a task with event information.

To set up a Calendly Automation:

  1. Make sure a Workspace owner or admin has enabled Automation ClickApp.

  2. Navigate to the List, Folder, or Space that you want to automate.

  3. Click Automations in the upper-right.

  4. Select the Browse tab at the top.

  5. Select Calendly from the left sidebar.

  6. Select the Calendly automation you'd like to create.

  7. In the new window, add an account or pick from any existing accounts that you have access to.

  8. Name your Calendly integration account.

  9. Go to, scroll to the bottom of the page, and click Copy Key next to the API key.

  10. Paste the key into ClickUp.

  11. Click Connect account.

  12. Decide who you want to have automation-creation access: Only me, Every member, or Admins only.

  13. Click Done.

Note: To edit a connected account, you'll need to remove the account and reconnect it. Removing an account won't break any existing Automations, but the account will no longer be available for any new Automations.

Remove a Calendly account from ClickUp

To remove a Calendly account:

  1. Go to any List, Folder, or Space and click Automations in the upper-right corner.

  2. Select the Browse tab at the top.

  3. Select Calendly from the left sidebar. 

  4. Select the Calendly Automation.

  5. Select your Calendly account from the dropdown.

  6. Hover over your account name and click Remove.

Data mapping

You can map data from your Calendly event directly into a new task by using the dropdown menu next to any field.

Static values are great if you want to do something like assign every new task to a specific person. Dynamic values are great for automatically generating customized task titles, descriptions, and more!

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