Think of Make (formerly Integromat) as glue that connects ClickUp with 1,000+ tools, with zero technical skill required! 

Each scenario (workflow) is built by setting up trigger and action events between your apps.

Here are some examples:

• When comments are added to a Slack post, you can create a new task in ClickUp.

• For each Google Form submission, create a task in ClickUp with form contents in the description.

• If Wes emails me, create a task in ClickUp with the email's subject line as the task title, the content as the description, and me as the assignee.

The user who sets up the integration will be responsible for any activity performed by the integration. 

What you'll need

• The Make integration is available on every ClickUp plan.
• Only Workspace owners and admins can set up integrations.
• Guests can't use the Make integration.

Create a scenario

To create a scenario using ClickUp in Make:

1. Open the App Center in ClickUp.
2. Browse for Make and click Install.
3. Create an account or sign in to Make.
4. Create a new scenario.
5. Add ClickUp as a trigger or action.
6. Add other apps, then test and turn on your scenario.

Space, Folder, and List IDs

You can use ClickUp triggers, actions, and searches in your Make scenarios.

Some triggers, actions, and searches may require you to provide the Space, Folder, or List ID.

These IDs work just like task IDs to identify a unique location in your Workspace and can be found using the ClickUp API to explore your Workspace Hierarchy.

ClickUp triggers

• Watch Spaces

• Watch Folders

• Watch Lists

• Watch tasks

• and more!

ClickUp actions

• Add tag to a task

• Create a Folder

• Create, edit, or delete a checklist item

• Create, edit, or delete a tag

• Get, create, edit, or delete a task

• Get, create, edit, or delete a List

• Make an API call

• Upload task attachment

• Add tracked time

• Edit a task with custom fields

• Post a task comment

• and more!

ClickUp searches

Searches return zero, one or multiple bundles to be passed onto the next module for processing. For example, Get Tasks returns all the tasks for a selected team.

• List all accessible custom fields 

• List all Lists

• List all tags

• List all Workspaces

• List all Folders

• List all Spaces

• List all tasks

• List all filtered tasks

• List tracked time

• and more!

Learn more about triggers, actions, and searches.

Templates 

Make has a ton of templates created for its users. You can check them out here!

Updated August 09, 2023 14:38