The ClickUp integration connects your CRM workflows directly to ClickUp's project management platform. Whether you're managing client deliverables, coordinating internal projects, or keeping tasks updated in real time, it keeps your CRM automations and ClickUp's task and documentation features in sync.

Why It Matters

With this integration, you can:

  • Automatically turn CRM events (such as form submissions or appointment outcomes) into ClickUp tasks.
  • Keep project management activities aligned with client interactions.
  • Reduce manual task creation and project updates, saving time.

Triggers and Actions

Triggers (ClickUp → CRM)

ClickUp triggers use webhooks via ClickUp's API. When a condition is met, such as a new task being created or a status change, the event is sent straight to your CRM to kick off a workflow.

Events in ClickUp that can initiate workflows:

Trigger NameDescriptionNew TaskFires when a new task is created.New Comment on a TaskFires when a new comment is added to a task.New ListFires when a new list is created.New Attachment Added to TaskFires when an attachment is added to a task.Task ChangesFires when a task is updated (status, due date, etc.).New Reaction Added to Chat MessageFires when a reaction is added to a public channel message.New FolderFires when a new folder is created.New Reaction Added to Task CommentFires when a reaction is added to a task comment.New Time EntryFires when time is logged via ClickUp's time tracking.

Actions (CRM → ClickUp)

Tasks your CRM can execute within ClickUp workflows:

Action NameDescriptionArchive or Delete TaskArchive or delete a task.Create New DocumentCreate a document in a specified location.Create SpaceAdd a new workspace/team space.Create FolderOrganise tasks and lists with a new folder.Post a Task CommentAdd a comment to an existing task.Post AttachmentUpload a file or attachment to a task.Create TaskGenerate a new task with details like name, due date, or assignee.Edit Document PageUpdate an existing document page.Create New Document PageAdd a new page within an existing document.Create Custom FieldAdd a custom field to a space, folder, or task.Create ListCreate a new task list.Update Custom Field ValueChange the value of a custom field on a task.Update TaskModify an existing task (status, due date, priority, etc.).Find Task by IDLocate a task using its unique ID.Find DocumentsSearch for documents in ClickUp.Find Custom FieldsLocate a specific custom field.Find a List of All TasksRetrieve all tasks from a workspace or list.Find User by Name or EmailLook up users in ClickUp.

Getting Started

Search in Workflows

Open the workflow builder and search for any ClickUp actions or triggers you want to add.

Connect Your Account

If your ClickUp account is already connected, configuration options will appear straight away.

If not, click Connect Now and complete the authorisation process.

Alternatively, go to the Integration Settings, then click Connect within the ClickUp tile.

Once connected, you can start adding ClickUp triggers and actions to your workflows.

Common Use Cases

Create ClickUp Tasks from Form Submissions

Goal: Convert form submissions into actionable tasks.

  • Trigger: Form Submitted
  • Filter: Form Is = Client Onboarding Form
  • Actions: Create Task and Add Task Comment

Example: A client submits the onboarding form, a task is created in the Client Setup list and a comment is added with the client's requirements.

Auto-Generate Proposal Documents

Goal: Generate AI-powered proposals or briefs when opportunities change stages.

  • Trigger: Opportunity Status Changed
  • Filter: Stage = Proposal Request
  • Actions: Generate Proposal Content (AI) and Create New Document in ClickUp.

Example: A deal moves to Proposal Sent, the AI generates a proposal, and a new ClickUp document is created in the Sales Docs folder.

The ClickUp integration brings your CRM workflows and ClickUp's project management tools together. From automating task creation to generating proposal documents and building full project spaces, it cuts out manual effort so your team can focus on delivering results. With real-time triggers and flexible actions, client and project management stay in sync.

Frequently Asked Questions

Q: Do I need a paid ClickUp plan to use this integration?

  • A: No. It works with both free and paid accounts, though features like custom fields or time tracking may require a premium plan.

Q: How many workflows can I build with ClickUp?

  • A: There are no workflow limits within the integration itself, though ClickUp API rate limits may apply.

Q: Are these actions and triggers premium features?

  • A: Yes. They are billed at standard premium action rates.