ClickUp's native Automations also support workflows with external applications.
Integrate GitHub to automate your GitHub workflow within ClickUp! Select from numerous GitHub triggers and actions, and map data for an extended workflow.
This is helpful in managing code reviews, pull requests, and branches with ease. For example, when a pull request is open in GitHub, you can automatically change the status in ClickUp to 'Review Requested'.
How to enable GitHub
1. Open the automation center in ClickUp
Select the List you'd like to automate and open the Automation center. Click the GitHub option in the sidebar to see all of the Automations you can create!
Once you've chosen the Automation you want to create, you'll be taken to a new screen where you can add an account OR pick from any existing accounts that you have access to.
2. Add your GitHub account
Authorize ClickUp to use your Github account
Set who will be able to use this account to create automations
Note: Once you save an account, you cannot edit it. The only way is to remove that account and re-authenticate it. Removing an account will not break any automations that use that account. It will just make that account unavailable as an option when creating new automations.
That's it! You're ready to setup GitHub automations in ClickUp.
What you can do with GitHub Automations
When your work in GitHub is updated, use an Automation to keep your ClickUp tasks up to date.
When you are working in ClickUp, use an Automation to create an issue in GitHub!
Note: Users will need GitHub admin permissions to access repos for automations.
When the following events happen in GitHub, and the Conditions are met, the Automation will run and perform the Action(s).
Pull Request Merged
Pull Request Review Created
Pull Request Review Updated
CI/CD Status Changed
Pull Request Linked
Select a Github repo to an Automation
To choose which GitHub repo to use in an Automation, select a repo from the dropdown menu.
If you're using a Github trigger that is related to a pull request, then you can set conditions! These conditions can be set for pull request labels, base ref, and head ref.
Conditions are case sensitive so they must match the label, base ref, or head ref exactly - otherwise they will not work.
Actions available within ClickUp
Every action except our web hook action is available to use with GitHub triggers.
Every Automation action except for create task will only work if the relevant task is already linked to a GitHub pull request, commit, or branch. If the relevant task is not already linked then the automation will not fire. The create task action will always work.
When you are doing work in ClickUp, you can create an Automation to create an issue in GitHub:
A real world example
First, create a GitHub Automation at the List level:
When: Pull request linked
Action: Change status to
Next, create and link a pull request to test the Automation:
Create a new task in ClickUp with id
Create a new branch called
Update files in the repo and push a commit on the
Create a pull request to merge changes from this branch to
Link the pull request to task
Result: The Automation updates task
abc123 status to
Dynamically map data when creating a new task! Open the dropdown next to a field to see all supported fields from GitHub. Set static values if you want to do something like assign every task created to a certain person! Even more powerful is the ability to now insert data from Github into text fields dynamically. This means you can have custom-generated titles, descriptions, or more!