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Workflows · 1 min read

ClickUp Triggers and Actions in Workflows

The ClickUp integration connects your workflows with your ClickUp workspace.

Connect ClickUp

  1. Go to Automation > Workflows and create or open a workflow.
  2. Add a trigger or action and search for ClickUp.
  3. Click Connect and sign in to your ClickUp account.
  4. Save the connection. You can reuse it in any workflow.
You can also manage the connection under Settings > Integrations.

Triggers

These start a workflow when something happens in ClickUp:
  • New Task
  • New Comment on a Task
  • New List
  • New Attachment Added to Task
  • Task Changes
  • New Folder
  • New Time Entry
  • New Reaction Added to a Chat Message or Comment

Actions

Your workflow can do these in ClickUp:
  • Archive or Delete Task
  • Create New Document
  • Create Space
  • Create Folder
  • Post a Task Comment
  • Post Attachment
  • Create and Update Tasks

Tips

  • Test the trigger or action while you set it up so its data is available to later steps.

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