Zapier integration

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

Set up the Zapier integration

To set up the Zapier integration from the App Center:

  1. Search for and select Zapier.
  2. Click Install.
  3. Create an account or sign in.
  4. 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.

Zap triggers

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

Trigger Description Configuration options
New Attachment Added to Task When there's a new attachment on a task
  • Space, Folder, List, and task
  • Include subtasks?
  • Fetch task data?
New Comment on a Task

When there's a new comment on a task

  • Space, Folder, and List
  • Include subtasks?
  • Include thread reply?
  • User(s)
  • Fetch all task data?
New Folder

When a new Folder is created

  • Space
New List

When a new List is created

  • Space and Folder
New Message Posted to Channel

When there's a new message sent in a Channel

  • Channel
  • Mentioned User(s)
New Reaction Added to Chat Message

When there's a new reaction added to a Chat message

  • Reaction(s)
  • Channel
  • Reaction added by User(s)
New Reaction Added to Task Comment

When there's a new reaction added to a task comment

  • Reaction(s)
  • Space
  • Task
  • Subtask
  • Reaction added by User(s)
  • Include reaction on thread reply?
  • Include reaction on subtask?
New Task

When a new task or subtask is created

  • Space, Folder, List, and Task
  • Include Subtasks?
New Time Entry

When a new time entry is created

  • Space, Folder, List, and Task
  • Fetch task data
Task Changes

When a task changes

Includes status, assignee added, Priorities, Tag added, and Custom Fields

  • Space, Folder, and List
  • What Changed?
  • Include Subtasks?

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.

Zap actions

When an event triggers a Zap, you can configure one or more actions in ClickUp. Some configuration options are dependent on their related ClickApps being activated.

The following ClickUp actions are available:

Action Description Configuration options
Archive or Delete Task Archive or delete a task.
  • Would you like to archive or delete task?
  • Task Id
Create Task

Create a new task.

When configuring the Zap, you can choose to make the task private, and more.

  • Space, Folder, and List
  • Template
  • Task Name
  • Custom task type
  • Task Description
  • Markdown Content
  • Task assignees
  • Priority
  • Start Date
  • Due Date
  • Task privacy
  • Custom Fields from the parent List
Create Subtask Create a new subtask.
  • Space, Folder, List, and Parent Task
  • Task Name
  • Task Description
  • Markdown Content
  • Assignee Emails
  • Assignees
  • Task Status
  • Tags
  • Priority
  • Due Date
  • Start Date
  • Any Custom Fields from the parent task
Create List Create a new List.
  • Space and Folder
  • List Name
  • List Info
  • Priority
  • Due Date
Create Folder Create a new Folder.
  • Space
  • Folder Name
Create Space Create a new Space.
  • Name
  • Do you want to create a Private Space?
  • ClickApps
    • Time estimates
    • Custom Fields
    • Multiple Assignees
    • Time Tracking
    • Dependency Warning
    • Remap Subtask Due Dates
    • Tags
Create New Document Create a new Doc. You can choose to create the first page as well.
  • Space, Folder, and List
  • Document name (title)
  • Subtitle
  • Markdown Content
  • Content
  • Visibility
Create New Document Page Create a new Doc page.
  • Space, Folder, and List
  • Document
  • Name
  • Markdown Content
  • Content
  • Subtitle
Edit Document Page Edit a Doc page.
  • Space, Folder, and List
  • Name
  • Subtitle
  • Document
  • Page
  • Markdown Content
  • Content
  • Content edit mode
Post a Task Comment Add a comment to a task. You can assign the comment to an individual or group and use @mentions.
  • Space, Folder, List, and Task
  • Markdown Content
  • Comment
  • Assign comment to a user
  • Assign comment to a team (group)
  • Include a link to this Zap?
Post Attachment Attach a file to a task.
  • Space, Folder, List, and Task
  • File
New Checklist Add a checklist to a task.
  • Space, Folder, List, and Task
  • Checklist Name
  • Checklist Item
Time Tracked Add tracked time to a task.
  • Space, Folder, List, and Task
  • Assignee
  • Start
  • End
Update Task Update a task or subtask status, add or remove Tags, change Priority, update Custom Fields, and more.
When configuring the Zap, you can choose to make the task private.
  • Space, Folder, List, and Task
  • Subtask
  • Custom task type
  • Task Name
  • Task Description
  • Markdown content
  • Add task assignees
  • Watchers
  • Remove task assignees
  • Task Status
  • Add Tags
  • Remove Tags
  • Priority
  • Start Date
  • Due Date
  • Task privacy
  • Custom Fields from the task
Update Access for the Task Update who can access the task and their permissions.
  • Space, Folder, List, and Task
  • Subtask
  • Select user permission level
  • Add user
  • Add group
Find User by Name or Email Search for a user in your Workspace by name or email address.
  • Field
  • Value
  • Include all shared items?
  • If no search results are found
API Request (Beta) Complete an API request.
  • Stop on error
  • HTTP Method
  • URL
  • Query string parameters
  • Additional request headers
  • Body
Find Task by ID

Search for a task in your Workspace by task ID.

  • Task ID
  • Use Custom ID?
  • Include Subtasks?
  • If no search results are found
Find Custom Fields

Search for Custom Fields in your Workspace.

  • Space, Folder, and List
  • If no search results are found
Find Documents

Search for Docs in your Workspace.

  • Space, Folder, and List
  • Creator
  • Document name
  • Name match condition
  • Include archived documents?
  • If no search results are found
Create Custom Field

Create a new Custom Field type.

  • Space, Folder, and List
  • Field name
  • Description
  • Type
  • Required in tasks
  • Pinned
  • Visible to guests
Update Custom Field value

Update a Custom Field value.

  • Space, Folder, and List
  • Task Id
  • Custom field id
Find the most recent Task

Search for the most recent task by a Custom Field.

  • Space, Folder, and List
  • Task Status
  • Before date
  • After date
  • Assignees
  • Tags
  • Include Closed Tasks?
  • Any Custom Fields
  • If no search results are found
Find a List of All Tasks

See all tasks that match the Custom Field criteria.

  • Space, Folder, and List
  • Task Status
  • Before date
  • After date
  • Assignees
  • Tags
  • Include Closed Tasks?
  • Any Custom Fields on the tasks
  • If no search results are found

Send Chat Message to Channel

Send a message to a Channel or thread.

You can choose between regular messages and Posts, and send a message to a thread. You can assign messages to individuals or groups, and use @mentions.

  • Channel
  • Type of Message
  • Markdown Content
  • Message Text
  • Send as bot?
  • Assign Chat message to a user
  • Assign Chat message to a team (group)
  • Thread
  • Include a link to this Zap?

Send Direct Message

Send a direct message to someone.

You can assign messages to individuals or groups.

  • Send Multi Message
  • To Users
  • Markdown Content
  • Message Text
  • Assign Chat message to a user
  • Assign Chat message to a team (group)
  • Send as bot?
  • Include a link to this Zap?

Combine a Find Task action with the Update Task action to update existing tasks in your Workspace.

Supported Custom Fields

Below are the Custom Fields types you can use in triggers and actions:

Type Description Example Criteria
Checkbox A true or false checkbox. Review required

Equal to

Is set

Is not set

Date A custom date and time (formatted like other dates in ClickUp).

Today

12/31/2022

12/31/2022

1:00 pm

Greater than or equal to

Greater than

Less than or equal to

Less than

Equal to

Is not

Is set

Is not set

Dropdown

A series of options in a menu.
You can use up to 500 options.

Add options in bulk!

Weekly

Monthly

Quarterly

Annually

Equal to

Is not

Is not set

Is set

Email A formatted email address. user@company.com

Contains

Ends with

Equal to

Starts with

Is set

Is not set

Files Upload files from your device or cloud storage services. profilepicture.png

Is not set

Is set

Formula

This Custom Field is only available for the Create a new Custom Field type action.

Make calculations between fields on a task using both simple and advanced formulas.

Budget - Cost = Profit

N/A

Labels

A flexible list of options, similar to Tags.

You can use up to 500 options.

Add options in bulk!

Customer reported bug

Internally reported bug

QA reported bug

Is (all)

Is (any)

Is not (all)

Is not (any)

Is set

Is not set

All

Location

This Custom Field is only available for the Create a new Custom Field type action.

A formatted address based on Google Maps.

Use this field with Map view!

123 Main St, Hometown, CA, United States

N/A

Money A formatted amount of money in any currency.

$123.45

R$12,345.00

Greater than or equal to

Greater than

Less than or equal to

Less than

Equal to

Is not

Is set

Is not set

Number A formatted numeric value. 1,234,567.89

Greater than or equal to

Greater than

Less than or equal to

Less than

Equal to

Is not

Is set

Is not set

People Pick people and Teams.

Guests will only be able to see users from Locations that have been shared with them.

Sam

Accounting team

Is (all)

Is (any)

Is not (all)

Is not (any)

Is set

Is not set

All

Phone

A formatted phone number with country and area codes.

Click the flag icon to set the country code for each phone number!

+1 (212) 555 1234

+61 0412 345 678

Contains

Ends with

Equal to

Starts with

Is set

Is not set

Progress (Manual) A progress bar that's manually set. 10/100

Greater than or equal to

Greater than

Less than or equal to

Less than

Equal to

Is not

Is set

Is not set

Rating Use emoji to rate items on a numeric scale. ⭐ ⭐ ⭐ ⭐ ⭐

Greater than or equal to

Greater than

Less than or equal to

Less than

Equal to

Is not

Is set

Is not set

Tasks Tasks linked together without Relationships. Task A

Is (all)

Is (any)

Is not (all)

Is not (any)

Is set

Is not set

All

Text

Enter a single line of plain text.

Text Custom Fields are automatically middle-aligned.

Use ClickUp to save one day a week!

Contains

Ends with

Equal to

Starts with

Is set

Is not set

Text Area (Long text)

Enter a paragraph of plain text.

You can use rich text editing in this Custom Field.

You can turn this field into an AI Field

ClickUp is the most powerful and flexible productivity and project management software on the market!

Contains

Ends with

Equal to

Starts with

Is set

Is not set

Website Capture the URL of any website. https://clickup.com

Contains

Ends with

Equal to

Starts with

Is set

Is not set

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:

  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.

Once in Zapier, Date Custom Field values are displayed as Unix/Epoc values. You can use external websites such as https://www.epochconverter.com/ to convert these values to readable dates.

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.

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.

Troubleshoot the Zapier integration

If you are having issues with the integration, try to disconnect and reconnect the app.

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