Zapier integration

  • Updated

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

ClickUp triggers

Triggers are used to start a Zap. The following actions in ClickUp are available as triggers:

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.

Screenshot of a ClickUp Zap focusing on triggers.

ClickUp actions

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

Action Description
Create Task Create a new List.
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.

Tip: 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.

Tip: You can use dynamic fields from the app you're integrating via Zapier as a trigger.

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.
  3. Finish setting up the Zapier action.

Screenshot of a ClickUp Zap focusing on actions.

Once you've found a task, you can update it using additional actions.

To update the task you found using another Zapier action:

  1. In a new action, select the Task field.
  2. Click Custom.
  3. Select the Find Task action.
  4. Select the ID field which contains the task ID.
  5. Finish setting up the Zapier action.

Screenshot of someone setting up a Zap 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.

Screenshot of some picking a Space when setting up a Zap.

Tip: 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.

Someone setting up a Zap using Custom Fields.

Use Zapier templates

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

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