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.
- Guests can't use the Zapier integration.
Set up the Zapier integration
To set up the Zapier integration from the App Center:
- Search for and select Zapier.
- 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.
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 |
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| New Comment on a Task |
When there's a new comment on a task |
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| New Folder |
When a new Folder is created |
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| New List |
When a new List is created |
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| New Message Posted to Channel |
When there's a new message sent in a Channel |
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| New Reaction Added to Chat Message |
When there's a new reaction added to a Chat message |
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| New Reaction Added to Task Comment |
When there's a new reaction added to a task comment |
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| New Task |
When a new task or subtask is created |
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| New Time Entry |
When a new time entry is created |
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| Task Changes |
When a task changes Includes status, assignee added, Priorities, Tag added, and Custom Fields |
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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.
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. |
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| Create Task |
Create a new task. When configuring the Zap, you can choose to make the task private, and more. |
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| Create Subtask | Create a new subtask. |
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| Create List | Create a new List. |
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| Create Folder | Create a new Folder. |
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| Create Space | Create a new Space. |
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| Create New Document | Create a new Doc. You can choose to create the first page as well. |
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| Create New Document Page | Create a new Doc page. |
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| Edit Document Page | Edit a Doc page. |
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| Post a Task Comment | Add a comment to a task. You can assign the comment to an individual or group and use @mentions. |
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| Post Attachment | Attach a file to a task. |
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| New Checklist | Add a checklist to a task. |
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| Time Tracked | Add tracked time to a task. |
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| 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. |
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| Update Access for the Task | Update who can access the task and their permissions. |
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| Find User by Name or Email | Search for a user in your Workspace by name or email address. |
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| API Request (Beta) | Complete an API request. |
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| Find Task by ID |
Search for a task in your Workspace by task ID. |
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| Find Custom Fields |
Search for Custom Fields in your Workspace. |
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| Find Documents |
Search for Docs in your Workspace. |
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| Create Custom Field |
Create a new Custom Field type. |
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| Update Custom Field value |
Update a Custom Field value. |
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| Find the most recent Task |
Search for the most recent task by a Custom Field. |
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| Find a List of All Tasks |
See all tasks that match the Custom Field criteria. |
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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. |
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Send Direct Message |
Send a direct message to someone. You can assign messages to individuals or groups. |
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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. |
Weekly Monthly Quarterly Annually |
• Equal to • Is not • Is not set • Is set |
| A formatted email address. | user@company.com |
• Contains • Ends with • Equal to • Starts with • Is set • Is not set |
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| Files | Upload files from your device or cloud storage services. | profilepicture.png |
• Is not set • Is set |
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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. |
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 |
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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:
- 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.
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:
- 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.
Troubleshoot the Zapier integration
If you are having issues with the integration, try to disconnect and reconnect the app.