Automations

For Automations that add tasks to Lists, the Automation depends on the creator’s access to the task and the destination List.Only remov...

You can use Custom Fields in each step of your Automations.Feature availability and limits vary by plan and user role. Learn moreTrigge...

You can use Automations to change the name of tasks created from form submissions.Feature availability and limits vary by plan and user...

To share ClickUp data with external apps, you can use two kinds of webhooks in ClickUp: Webhooks created through the ClickUp Public API...

To keep your task names consistent and compliant with your preferred naming conventions, you can: Use templates to create your tasks. U...

You can apply an Automation to a specific task in a List.For example, you want to apply an Automation to the budget approval task in yo...

You can access Automations modal from several locations in ClickUp.Feature availability and limits vary by plan and user role. Learn mo...

Save time by automating individual Chat Channels. Ensure that critical updates and reminders are consistently delivered without manual ...

Create a webhook Automation to communicate with an external integrated app when a specific event occurs in a ClickUp task.Take a look a...

Have you hit your Automation Actions usage limit? Owners and admins can purchase more Automation actions.   Feature availability and li...

See the activity of all the Automations and Autopilot Agents in your Workspace for troubleshooting and audit purposes. Automations feat...

Create a Chat webhook Automation to communicate with an external integrated app when a specific event occurs in ClickUp. For example, w...

Create Automations to take care of busy work like applying a template when a task is created, or sending an email when a task status ch...

Use Google Calendar Automations to create, update, and delete Google Calendar events, or trigger other Actions in ClickUp.What you'll n...

Take a look at our article Intro to Automations to learn about all our Automations features.  Activate the Automations ClickApp To use ...

Automations save time and effort so that you can focus on what matters.Create Automations that do your task-related busy work, like add...

Automations consist of Triggers and Actions. Triggers start the Automation and result in an Action. Conditions are an optional part of ...

Triggers and Actions are the two key parts of an Automation. Triggers start the Automation and result in an Action. Actions are the cha...

Conditions give you more control of your Automations. They allow you to filter which tasks will start your Automation.For example, you ...

Manage the Automations in your Workspace. From Manage Automations, you can edit your Automations, filter to find Automations, switch Wo...

Track the number of Actions used this month, and see how many you have left. When the limit has been exceeded, your Workspace's Automat...

Email Automations can be used to automatically send emails from your ClickUp Workspace based on certain parameters! Automations elimina...

Integration Automations allow you to automate repetitive work between ClickUp and other popular apps.For example, you can: Send an emai...

ClickBot is responsible for Automation Actions performed by ClickUp. For example, when an Automation is triggered, you'll see any relat...