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Our Automations feature Integrations create more efficient workflows between your Workspace and these other apps:

• Bugsnag

• Calendly

• Email

• GitHub

• Twilio

You can use these handy templates with pre-set Triggers and Actions. Browse by app to find the most useful Automations for your team.

They can be used as-is to automate repetitive work, like sending an email to someone when a Task is unblocked.

What you'll need

• Automation ClickApp must be enabled in your Workspace

• Guests can't set up Automations

• All ClickUp Plans include an unlimited number of Automations

• The number of automated Actions that can be completed per month depends on your Plan:

  • Usage alert emails are sent to owners and admins of Workspaces when an Automations usage is at 90% and again when usage is over 100%

  • 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

  • Usage limits reset on the first of every month (PST)

• Business Plans and above can also set up Conditions and add multiple Actions

• Paid Plans can purchase more Automations

Use Automations

To create an Automation you need to know how to use the When and Then dropdowns to set up a Trigger, Conditions, and one or more Actions.

Triggers are events that start an Automation

• Triggers are selected from the When dropdown

Conditions are criteria that must be true to run an Automation

• Conditions can be added by clicking the + icon under the When dropdown

Actions are the changes you want to automate

• Actions are selected from the Then dropdown

• Actions can be added by clicking the + icon under the Then dropdown

Create an Integration Automation

1. Click to open the Space, Folder, or List where you want the Automation to apply

2. Click the Automate button in the top-right corner or select Automations from the Settings menu

3. Click the Add automation button to open the Automations modal

4. Scroll down to the Integrations section and choose the app you want to integrate

5. Select an integration option by clicking it to connect that app with your Workspace

6. Log in to the other app

7. Fill out the fields to customize your Automation

   

8. Click Create

9. Your Automation has been created and enabled

Tip: Consider adding a description to your Automation so you and others know how it works.

Atualizado 5 de junho de 2023 03:42