Zapier lets you connect ClickUp with thousands of popular apps so you can automate your workflows without using code. Use ClickUp as a trigger or an action in Zaps to link your work with other apps.
What you'll need
- A Zapier account.
- The Zapier integration is available on every ClickUp plan.
- Only Workspace owners and admins can manage integrations.
Set up the Zapier integration
To set up the Zapier integration:
- From ClickUp, open the App Center.
- Browse for Zapier and click Install.
- Create an account or sign in.
- Create a Zap using ClickUp as a trigger or action.
Space, Folder, and List IDs
You can use ClickUp triggers, actions, and find tasks using Zapier.
Some triggers, and actions 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.
Triggers are used to start a Zap. The following actions in ClickUp are available as triggers:
- 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, you can set up a trigger to monitor Custom Field changes in a specific location of your Workspace. You can leave the value field blank to trigger the Zap from any change to the Custom Field or set a specific Custom Field value to trigger the Zap.
When an event triggers a Zap, you can configure one or more actions in ClickUp:
|Create Task||Create a new task.|
|Create List||Create a new List.|
|Create Folder||Create a new 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 tracked time to a task.|
|Create Subtask||Create a new subtask.|
|Update Task||Update a status, add or remove Tags, change Priority, update Custom Fields, and more.|
|Find User by Name or Email||Search for a user in your Workspace by name or email address.|
|Find Task by Custom Fields||
Search for a task in your Workspace by Custom Fields.
|Find Task by ID||
Search for a task in your Workspace by task ID.
Combine a Find Task action with the Update Task action to update existing tasks in your Workspace.
Find tasks using Zapier
Use the Find Task action to select a task in your Workspace based on matching Custom Fields. If more than one task meets the criteria, only the most recently created task is selected.
You can use dynamic fields from the app you're integrating via Zapier as a trigger.
From the Find Task action:
- Select the Space, Folder, and List where your ClickUp task exists.
- Set the Custom Field values to filter by.
- Finish setting up the Zapier action.
Once you've found a task, you can update it using additional actions.
To update the task you found using another Zapier action:
- In a new action, select the Task field.
- Click Custom.
- Select the Find Task action.
- Select the ID field which contains the task ID.
- Finish setting up the Zapier action.
Update Custom Fields using Zapier
You can set or 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 or update its Custom Fields.
You can use dynamic fields from the app you're integrating with via Zapier as a trigger. The dynamic fields you can use vary depending on the app you're integrating with and your data meeting the Custom Field type requirements in ClickUp.
For example, you can create a Zap that populates a ClickUp Custom Field with data from a Google Sheets row.
Use Zapier templates
Zapier has created templates to integrate ClickUp with several popular apps, including Google Calendar, Google Sheets, Gmail, Bitbucket, and GitLab.