ClickUp + Microsoft Excel

Create jira issues from scheduled events

Effortlessly stay on top of your tasks with this seamless workflow between ClickUp and Microsoft Excel. When a new task is created in ClickUp, a row will be added to your specified Excel sheet, ensuring all task details are documented and easily accessible. Streamline your task management process and keep your team organized with this convenient automation.

When this happens...
New Task
Triggers when tasks are added.
TriggerInstant
automatically do this!
Add Row
Adds a new row to the end of a worksheet.
ActionWrite

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Supported triggers and actions

What does this mean?

- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Action
Write

- Message TextRequired
- Include a link to this Zap?
Action
Write
- WorkspaceRequired
Action
Write

- WorkspaceRequired
- Folder NameRequired
Action
Write
- WorkspaceRequired
- CommentRequired
- Include a link to this Zap?
Action
Write
- WorkspaceRequired
- FileRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
Action
Write
- WorkspaceRequired
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks by Custom Field
Find a list of all Tasks by Custom Field
Action
Search
- WorkspaceRequired
- FieldRequired
- ValueRequired
Action
Search
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

- Reaction(s)
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- Checklist NameRequired
- Checklist ItemRequired
Action
Write
- Include a link to this Zap?
Action
Write
- Field nameRequired
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- WorkspaceRequired
- List NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- EndRequired
Action
Write
- WorkspaceRequired
- Task NameRequired
- Task Description
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- Task IdRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find the Most Recent Task by Custom Field
Find the most recent task by custom fields.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

Learn more Help

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About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Help

Related categories

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

Related Zap Templates

PRODUCTS

CAPABILITIES

By team

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By use case

ClickUp + Microsoft Excel

Create jira issues from scheduled events

New Message Posted to Channel

New Comment on a Task

WorkspaceRequired

New List

WorkspaceRequired

Task Changes

WorkspaceRequired

Archive or Delete Task

WorkspaceRequired

Send Direct Message

Message TextRequired

Include a link to this Zap?

Create Space

WorkspaceRequired

Create Folder

WorkspaceRequired

Folder NameRequired

Post a Task Comment

WorkspaceRequired

CommentRequired

Include a link to this Zap?

Post Attachment

WorkspaceRequired

FileRequired

Create Task

WorkspaceRequired

Task NameRequired

Update Task

WorkspaceRequired

Find Custom Fields

Find a List of All Tasks by Custom Field

Find User by Name or Email

WorkspaceRequired

FieldRequired

ValueRequired

New Row in Table

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

TableRequired

Updated Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Trigger Column

Add Row to Table

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

TableRequired

Update Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

RowRequired

Find or Create Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Lookup ColumnRequired

Lookup ValueRequired

New Reaction Added to Chat Message

Reaction(s)

WorkspaceRequired

New Folder

WorkspaceRequired

New Task

WorkspaceRequired