Connect ClickUp and OpenPhone to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Quickly connect ClickUp to OpenPhone with a Zapier template.

Our most popular template

Create ClickUp tasks for newly-missed OpenPhone calls
Details
Try it
OpenPhone + Filter by Zapier + ClickUp
Create new lists in ClickUp when OpenPhone call recordings are completed
Details
Try it
OpenPhone + ClickUp
Send a message in OpenPhone when task changes occur in ClickUp
Details
Try it
ClickUp + OpenPhone
Create or update OpenPhone contacts from new tasks in ClickUp
Details
Try it
ClickUp + OpenPhone
Create tasks in ClickUp for new completed call recordings in OpenPhone
Details
Try it
OpenPhone + ClickUp
Update or create OpenPhone contacts when tasks change in ClickUp
Details
Try it
ClickUp + OpenPhone

Create ClickUp tasks for newly-missed OpenPhone calls

Details

Try it

OpenPhone + Filter by Zapier + ClickUp

Create new lists in ClickUp when OpenPhone call recordings are completed

Details

Try it

OpenPhone + ClickUp

Send a message in OpenPhone when task changes occur in ClickUp

Details

Try it

ClickUp + OpenPhone

Create or update OpenPhone contacts from new tasks in ClickUp

Details

Try it

ClickUp + OpenPhone

Create tasks in ClickUp for new completed call recordings in OpenPhone

Details

Try it

OpenPhone + ClickUp

Update or create OpenPhone contacts when tasks change in ClickUp

Details

Try it

ClickUp + OpenPhone

Create ClickUp tasks for new OpenPhone messages received
Details
Try it
OpenPhone + ClickUp

How Zapier works

Zapier makes it easy to integrate ClickUp with OpenPhone - no code necessary. See how you can get setup in minutes.

Select a trigger from ClickUp

A trigger is an event that starts your Zap and runs the workflow. For example, with ClickUp, a trigger could be "New Message Posted to Channel."

A trigger is the event that kicks off your automated workflow.

Setup an action from OpenPhone

An action is what takes place after the automation is triggered. For example, with OpenPhone, the action could be "Create or Update Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ClickUp to OpenPhone

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your ClickUp to OpenPhone integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Frequently Asked Questions about ClickUp + OpenPhone integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ClickUp and OpenPhone

How can I integrate ClickUp with OpenPhone?

To integrate ClickUp with OpenPhone, you'll need to use a third-party automation tool like Zapier. By creating a 'zap,' you can set up specific triggers and actions between the two apps. For example, when a task is updated in ClickUp, an automated message could be sent through OpenPhone.

What triggers are available for ClickUp in the integration?

For ClickUp, the available triggers include when a new task is created, when an existing task is updated, and when a task changes status. These triggers can initiate actions in OpenPhone, such as sending notifications or updating contact information.

What actions can be performed in OpenPhone as part of this integration?

Through the integration, OpenPhone can perform actions like sending text messages or placing calls whenever triggered by events in ClickUp. For instance, if a task is marked complete in ClickUp, you could automatically send a confirmation text via OpenPhone.

Are there any limitations on how many tasks or messages can be automated between ClickUp and OpenPhone?

Currently, the limitations depend on your Zapier plan and any restrictions within ClickUp and OpenPhone themselves. It's important to ensure that both services are capable of handling the volume of data you're working with.

Do I need technical skills to set up the integration between ClickUp and OpenPhone?

Setting up the integration doesn't require advanced technical skills but basic familiarity with using third-party automation tools like Zapier will help. It's mainly about selecting triggers and corresponding actions effectively.

Can I customize what information is sent from ClickUp to OpenPhone?

Yes, you have control over which pieces of information from tasks or projects in ClickUp are sent over to OpenPhone through custom fields in your zap setup. This allows for personalized communication based on specific project details.

Is it possible to trigger an action in ClickUp from something that happens in OpenPhone?

Typically, the primary set-up involves triggering actions in OpenPhone based on events in ClickUp rather than the other way around. However, integrating vice-versa would require specific API access settings which may not be standard functionality.

Connect ClickUp and OpenPhone to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It

- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Include a link to this Zap?
Action
Write

- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- Task Id
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Workspace
  Required
- Space
- Folder
- List
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
Action
Write

- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
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
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
Action
Search
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- Select Phone Numbers
  Required
Trigger
Instant
Try It
- From
  Required
- To
  Required
- Body
- Mark conversation as done
Action
Write