Triggers and Actions are the two key parts of an Automation. Triggers start the Automation and result in an Action. Actions are the changes you want to automate.
Conditions are an optional part of Automations that add more precision and control.
Actions are performed in the order you add them to each Automation from top to bottom. You can drag and drop Actions to reorder them.
What you'll need
- The Workspace admin or owner must enable the Automation ClickApp.
- Guests can't set up Automations.
- The number of total active Automations that you can have in your Workspace depends on your plan:
- Free Forever: 50 total active Automations.
- Unlimited: 500 total active Automations.
- Business and above: Unlimited total active Automations.
- The number of Actions that can be completed per month depends on your plan:
- Free Forever: 100 Actions/month.
- Unlimited: 1,000 Actions/month.
- Business: 10,000 Actions/Month.
- Business Plus: 25,000 Actions/month.
- Enterprise: 250,000 Actions/month.
- Action limits reset on the first of every month (PST).
- Usage alert emails are sent to owners and admins of Workspaces when an Automations usage is at 90% and when usage is over 100%.
- Business Plus and Enterprise Plans can purchase more Automation Actions.
- Webhook actions and Automation integrations are available for Business Plans and above.
Understand Actions
In the Automation schema, Actions are what happens when an Automation is triggered. If you have multiple Actions in one Automation, their order is followed when the Automation runs.
Available Actions
| Action | Description | Additional information |
| Add a comment | Add a comment that will populate in the comment section of the task. |
|
| Apply a template | Apply a selected task or checklist template to the task. | If the applied template creates new subtasks AND you're using the create task trigger, an Automation loop may start. To end the loop, disable the trigger. |
| Archive task or subtask | Archive the task or subtask. |
|
| Change assignees | Change the assignee(s) on a task. |
When the Multiple Assignees ClickApp is enabled, this Action will add the assignee. When the ClickApp isn't enabled, this Action will replace the existing assignee
Combine this with another Change Assignee Action to tidy up your tasks in one Automation! |
| Change due date |
Change the due date of a task. You can set your due date as static, for example, Monday, Dec 7. Or you can set it as dynamic, for example, 7 days after Automation is triggered. |
Due date options include:
You can't set a specific due time using this Automation Action. |
| Change Priority | Change the Priority of a task | |
| Change start date | Change the start date of a task. |
Start date options include:
You can't set a specific start time using this Automation Action. |
| Change status | Change the status of a task. |
This Action changes the status of the task that triggers the Automation. For tasks and subtasks in multiple lists, this Action uses statuses from the trigger task's home List. |
| Change tags | Change tags on a task. |
|
| Change watchers | Change the watchers on a task. |
|
| Create a subtask |
Create a new subtask. |
If the Automation is triggered by a nested subtask at the lowest level, this Action will be skipped. |
| Create a task | Create a new task. |
|
| Delete task or subtask |
Delete a task or subtask. |
|
| Estimate time | Estimate a specified amount of time on a task. | |
| Create a List | Create a List in a Folder or Space. | |
| Move to List | Move the task to a chosen List. |
|
| Add to List | Add the task to a chosen List using Tasks in Multiple Lists. |
Subtasks in Multiple Lists must be enabled if you want to use this Action on a subtask. |
| Set Custom Field | Set Custom Fields on a task. Choose the field and the value you want added. |
Date Custom Field options include:
|
| Track time | Track time on a task. Specify the amount of time and who it should be tracked for. | |
| Webhook call |
Allows you to connect ClickUp with any application:
The webhook endpoint provided must promptly resolve with a successful HTTP status code. If the timeout is exceeded on too many occurrences, the Automation will be disabled. |
Example response with all available data: {
"id": "3384a099-81b5-43b2-8420-8f9edfd0ae71:main",
"trigger_id": "1f24a37e-4b61-448c-a40e-58b7dc843248",
"date": "2022-12-26T21:08:38.205Z",
"payload": {
"id": "1234abcd",
"custom_id": null,
"name": "1",
"text_content": null,
"description": null,
"status": {
"id": "p90100014936_DVHYH917",
"status": "complete",
"color": "#6bc950",
"orderindex": 1,
"type": "closed"
},
"orderindex": "8616472.00000000000000000000000000000000",
"date_created": "1672088914395",
"date_updated": "1672088915998",
"date_closed": "1672088915998",
"archived": false,
"creator": {
"id": 12345678,
"username": "User name",
"color": "#04a9f4",
"email": "user@company.com",
"profilePicture": "https://attachments.clickup.com/profilePictures/profilepic.jpg"
},
"assignees": [],
"watchers": [
{
"id": 12345678,
"username": "User name",
"color": "#04a9f4",
"initials": "SP",
"email": "user@company.com",
"profilePicture": "https://attachments.clickup.com/profilePictures/profilepic.jpg"
}
],
"checklists": [],
"tags": [],
"parent": null,
"priority": null,
"due_date": null,
"start_date": null,
"points": null,
"time_estimate": null,
"custom_fields": [
{
"id": "eb4b1adc-9812-46d9-87e7-5e02fce1efa4",
"name": "Email Custom Field",
"type": "email",
"type_config": {},
"date_created": "1643750549355",
"hide_from_guests": false,
"required": null
},
{
"id": "d25baffa-c7e5-4b90-9012-777b02eba8d2",
"name": "Number Custom Field",
"type": "number",
"type_config": {},
"date_created": "1644356101853",
"hide_from_guests": false,
"required": false
},
{
"id": "fa884ea1-ff19-41aa-a3b4-cabe31f9075b",
"name": "Date Custom Field",
"type": "date",
"type_config": {},
"date_created": "1671600506040",
"hide_from_guests": false,
"required": false
},
{
"id": "50cba3f9-ba0b-474d-9a00-a92adc4e3746",
"name": "Label Custom Field",
"type": "labels",
"type_config": {
"options": [
{
"id": "79e5e9f8-b20d-412b-89a2-50f793a6be5b",
"label": "1",
"color": null
},
{
"id": "9b9570c5-fef3-4702-9c31-c150dcf66853",
"label": "2",
"color": null
},
{
"id": "c07263ab-5fb7-4fba-bc54-e0a4a7fce8a6",
"label": "3",
"color": null
},
{
"id": "68373c62-894b-4273-b6aa-6e7a06491324",
"label": "4",
"color": null
},
{
"id": "1d67aa21-a634-4818-95ba-de4b2119ebaf",
"label": "5",
"color": null
}
]
},
"date_created": "1648079683549",
"hide_from_guests": false,
"required": false
},
{
"id": "a821d5c1-3800-4035-9ed5-30f1ab932e84",
"name": "network days",
"type": "formula",
"type_config": {},
"date_created": "1648662130631",
"hide_from_guests": false,
"required": false
}
],
"dependencies": [],
"linked_tasks": [],
"team_id": "1234567",
"url": "https://app.clickup.com/t/1234abcd",
"list": {
"id": "901000012345",
"name": "List",
"access": true
},
"project": {
"id": "90100023456",
"name": "hidden",
"hidden": true,
"access": true
},
"folder": {
"id": "90100034567",
"name": "hidden",
"hidden": true,
"access": true
},
"space": {
"id": "90100045678"
}
}
}
|
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