Zapier

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Zapier lets you connect ClickUp with thousands of the most popular apps, so you can automate your work and have more time for what matters most. No code required.

 

You can use ClickUp as a trigger and an action in a Zap to connect your work with other apps.

 

Triggers

Triggers are used to start a Zap workflow.

  • When a task changes

    • Includes Status, Assignee added, Priorities, Tag added, and Custom Fields.

  • When a new task is created.

  • When a new List is created.

  • When a new Folder is created.

 

For example, the below Trigger will monitor tasks in the Lightyear Website redesign List for changes to the Level of Effort Custom Field.

 

You can leave the Value(s) field blank to trigger the Zap from any change to the Custom Field value. Or, set a specific Value to trigger the Zap when the Custom Field is set or updated to the selected value.

 

Screenshot of a Trigger using Custom Fields.

 

Actions

When an event triggers a Zap, you can configure one or more actions in ClickUp.

  • Create Task

  • Create List

  • Create Folder

  • Post a Task Comment: Add a comment to a task.

  • Post Attachment: Attach a file to a task.

  • New Checklist: Add a checklist to a task.

  • Time Tracked: Add time tracked to a task.

  • Create Subtask

  • Update Task

  • Find Task: Search for a task in your Workspace.

 

Tip: Combine the Find task action with an Update Task action to update existing tasks in your Workspace!

 

Find Task

You can use Find Task to select a task in your Workspace based on matching Custom Fields. You can use dynamic fields from the app that triggers your Zap. If more than one task meets the criteria, only the most recently created task is selected.

 

From the Find Task action:

  1. Select the Space, Folder, and List where your ClickUp task exists.

  2. Set the Custom Field values to filter by.

Screenshot of the Find Task action.

Once you've found a task, you can use it in additional actions to update the task, including using data from your Trigger to update Custom Fields.

 

From another Zapier action:

  1. Select the Task field.

  2. Click Custom.

  3. Pick the Find Task action.

  4. Select the ID field which contains the task ID.

  5. Finish setting up your Zapier action.

Screenshot of the option to use a task from the Find Task action.

 

Custom Fields

You can also set and update Custom Fields using the following Zapier actions:

  • Create Task

  • Update Task

  • Create Subtask

You must select the Space, Folder, and List where your task lives to set Custom Fields on tasks.

Screenshot of the Update Task action.

 

You can use dynamic fields from the app that triggers your Zap to populate Custom Fields.

 

The dynamic fields you can use will vary depending on the app that triggers your Zap and your data meeting the Custom Field type requirements in ClickUp.

 

In the below example, the Level of Effort Custom Field in ClickUp will be populated with the data found in the Level of Effort column of the Google sheet row that triggered the Zap.

Screenshot of the option to use data from the Trigger to update a Custom Field.

 

Templates

Zapier has created several templates to integrate ClickUp with various popular apps, including Google Calendar, Gmail, Google Sheets, Bitbucket, and GitLab.

 

 

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