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ClickUp

5 ways to automate ClickUp with Zapier

Keep your customer data easily up to date. This integration will keep up with all of your form entries. With this integration, every new entry to Typeform will automatically trigger a new task in ClickUp, making sure all details are recorded accurately and followed up with efficiently.

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Typeform

New Entry

Retrieves ALL file(s) of a given form that are uploaded as part of form submission.

Retrieve ALL Files

Lookup Responses

Create an Empty Form

Duplicates an Existing Form

Update Dropdown, Multiple Choice or Ranking Question Options

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

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

Triggers when a new message is posted to a specific channel you choose. 

New Message Posted to Channel

Triggers when a reaction (emoji) is added to a message in a public channel.

New Reaction Added to Chat Message

Triggers when a new Comment is added to a Task in ClickUp.

New Comment on a Task

New Folder

New List

New Task

Triggers when a reaction (emoji) is added to a message for a task comment.

New Reaction Added to Task Comment

Task Changes

Triggers when a new Time Entry is added using ClickUp Time tracking.

New Time Entry

View the Custom Fields available on tasks in a specific Team / Space / Folder / List.

Find Custom Fields

Find the most recent task created in Workspace/Space/Folder/List.

Find the Most Recent Task

Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.

Find a List of All Tasks

Find Task by ID

Find an existing user by their name or their email.

Find User by Name or Email

Find Documents

Archive or Delete Task

New Checklist

Send a direct message to a user or yourself.

Send Direct Message

Post a message to a specific channel you choose.

Send Chat Message to Channel

Create new document in the specific location

Create New Document

Create New Document Page

A Space represents teams, departments, or groups, each with its own Lists, workflows, and settings.

Create Space

Create Custom Field

Create Folder

Create List

Post a Task Comment

Time Tracked

Post Attachment

Create Subtask

Create Task

Update value of a custom field for a selected task

Update Custom Field Value

Update Task

Create ClickUp tasks from new Typeform entries

Collecting actionable data from Google Forms is excellent, however, work will be required to move forward. This Google Forms-ClickUp integration makes it simple to create ClickUp tasks from new Google Form submissions, automatically. 

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!

Google Forms

Triggers when a new form response is received.

New Form Response

Triggers when a form response is added or modified.

New or Updated Form Response

Create ClickUp tasks for new Google Forms responses

When you have new submissions on your online form, sometimes you'll want to generate tasks for follow up action. This integration helps by automatically creating a task in ClickUp when there is a new form submission in Jotform. You won't have follow up tasks fall through the cracks again.

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Jotform

Triggers when a new submission has been added to a specific form.

New Submission

Triggers when a signed document is received.

New Signed Document

Assign Form

Invite assignees to complete your pre-populated form

Assign Prefilled Form

Create Submission

Create ClickUp tasks for new submissions in Jotform

New Calendly invitees require action and preparation. Why not add these to a task automatically each time a new Calendly invitee is added? This Calendly-ClickUp integration will create a ClickUp task for every new Calendly invitee. Never miss a meeting again!

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Calendly

Triggers when an invitee cancels a scheduled event.

Invitee Canceled

Triggers when an invitee schedules an event

Invitee Created

Triggers when an invitee is marked as a no-show.

Invitee No Show Created

Find User

Creates a new one-off meeting in Calendly.

Create One-Off Meeting

Create ClickUp tasks for new Calendly invitees

Are you looking for a fast way to manage your calendar within your task management tool? With this Google Calendar-ClickUp integration, every new Google Calendar event will create a task in ClickUp. Add your team members to the event to include them as assignees in the task. Never forget about a meeting again!

Google Calendar lets you organize your schedule and share events with co-workers and friends. With Google's free online calendar, it's easy to keep track of your daily schedule.

Google Calendar

New Calendar

Triggers when an event is cancelled or deleted.

Event Cancelled

Event Ended

Triggers when a specified amount of time before an event starts.

Event Start

Triggers when an event is created or updated (except when it's cancelled).

New or Updated Event

New Event

Triggers when an event is created that matches a search.

New Event Matching Search

Find Event

Finds a specific event by its ID in your calendar.

Retrieve Event by ID

Finds multiple events in your calendar as line items.

Find Multiple Events

Find or Create Event

Invites one or more person to an existing event.

Add Attendee(s) to Event

Create Calendar

Delete Event

Create Detailed Event

Create an event from a piece of text. Google parses the text for date, time, and description info.

Quick Add Event

Updates an event. Only filled fields are updated.

Update Event

Create ClickUp tasks from Google Calendar events

This integration creates tasks in ClickUp from new calendar events in Microsoft Outlook.

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Microsoft Outlook

Triggers at a specified time before an event in your calendar starts.

Calendar Event Start

Cancelled Calendar Event

New Attachment

Triggers when a new event is created in your calendar.

New Calendar Event

Triggers when a new contact is added to your account

New Contact

Triggers when a new e-mail is received in your inbox.

New Email

Triggers when a new e-mail is received in your inbox that matches a search.

New Email Matching Search

New Flagged Email

Triggers when a new new message in folder is created.

New Message in Folder

Updated Calendar Event

Find Calendar Event

Find a Contact

Find Email

Find or Create Contact

Add Attendees to Calendar Event

Create an event in the calendar of your choice.

Create Event

Create Contact

Creates a draft of an email that can then be reviewed and sent out.

Create Draft Email

Create Draft Reply

Creates a new reply to email, probably with input from previous steps.

Reply to Email

Send Email

Update Calendar Event

Update Contact

Create tasks in ClickUp from new calendar events in Microsoft Outlook

Important emails often require action, but you need to keep your tasks in one place. Star action-items in your  business Gmail accounts to automatically create new tasks with this integration and never forget to reply again! 

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Gmail

Triggers when you receive a new attachment.

New Label

Triggers when you receive a new email and label it within two days.

New Labeled Email

Triggers when a new email appears in the specified mailbox.

Triggers when you receive a new email that matches a search string you provide.

Triggers when you receive a new email and star it within two days.

New Starred Email

New Thread

Find or Send Email

Add Label to Email

Delete Email

Create Draft

Create a draft reply to an existing email.

Create Label

Remove Label From Email

Add starred Gmail emails as tasks in ClickUp [Business Gmail Accounts Only]

Effortlessly manage your tasks with this convenient automation! With this workflow, whenever a new email arrives in your Microsoft Outlook inbox, a task is instantly created in ClickUp. This integration helps you stay organized and ensures you never miss an important email or task, letting you focus on more critical aspects of your work.

Create ClickUp tasks from new Microsoft Outlook emails

Use this Slack-ClickUp integration to quickly turn any message into a task. With this integration, every new message in a designated Slack channel will automatically add a new task to ClickUp.

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Slack

Triggers when a new message is posted to any public channel.

New Public Message Posted Anywhere

New Channel

Triggers when a new message is posted to a specific #channel you choose.

Triggers when a custom emoji has been added to a team.

New Team Custom Emoji

Triggers when a new file is uploaded to your workspace.

New File

Triggers when a username or highlight word is mentioned in a public #channel.

5 ways to automate ClickUp with Zapier

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