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ClickUp Zapier integrationAutomate ClickUp with Zapier.

The ClickUp Zapier integration gives you 10 triggers, 20 actions and 6 searches. Every trigger is instant, even on the free plan. Here is what each operation does in plain words, what it costs, how to connect the account and what tends to break.

See the 36 operations

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Overview

What the ClickUp Zapier integration actually does

It wires ClickUp to the rest of your stack of tools without code. A task, a comment, a time entry or a chat message happens in ClickUp, and another app reacts. Or the reverse: a form, a CRM or an inbox hands over information, and Zapier turns it into tasks, comments or documents inside ClickUp.

Requests that become tasks. A support form or a sales tool sends a new request, and Create Task files it in the right List, with New Checklist adding the steps to follow. Nobody copies tickets by hand anymore.

Status changes that reach the right people. Task Changes catches every edit, and Send Chat Message to Channel or Send Direct Message pushes the news where the team already reads. A client project moving to review no longer waits for the weekly meeting.

Time logged without double entry. New Time Entry picks up every timer stopped in ClickUp so a billing sheet can follow, while Time Tracked works the other way round and logs hours coming from another tool.

The one thing worth knowing before anything else: all 10 ClickUp triggers are instant. ClickUp warns Zapier itself, so the free plan reacts as fast as an Enterprise one. Most triggers on Zapier work the other way, by polling.

What Zapier does not do here: it does not pick up what existed before the Zap was switched on, and most ClickUp steps ask for a Workspace, so a Zap never guesses where to write. For a different take on the same app, see the ClickUp Make integration and the ClickUp n8n integration.

Vocabulary

Zapier vocabulary in one minute

Seven words come back on every line of this page. Here they are, once, in ordinary English.

Zap
The automation you build on Zapier: one starting event, then one or more steps that run every time that event happens.
Trigger
The event that starts a Zap, like a new task in ClickUp. Once the Zap is on, Zapier waits for that event.
Action
What the Zap does once it has started: the step that creates a task, posts a comment or sends a message for you.
Task (Zapier)
The unit Zapier bills: one action that went through. Not to be mixed up with a ClickUp task, which is your to-do item.
Polling vs instant
Polling: Zapier asks the app for news on a timer. Instant: the app calls Zapier itself the moment something happens.
Filter
A step that lets the Zap go on only when what arrived meets your condition, and quietly stops it otherwise.
Search step
A step that looks up something already stored in ClickUp, like a task or a user, so later steps can reuse it.
Cost

What a ClickUp Zap really costs

ClickUp is not one of the apps Zapier keeps for paid plans: it works on the free plan. You pay in tasks, and only for actions that go through.

  • Free plan100 tasks a month, unlimited Zaps
  • Steps on the free plan2: one trigger, one action
  • Trigger0 tasks
  • ClickUp triggers10 out of 10 instant

The trigger costs nothing. Each action that succeeds counts as one task, and an action that fails is not billed. A Zap that creates a ClickUp task, adds a checklist and posts in a channel therefore uses three tasks per run. The free plan builds two-step Zaps only: one trigger, one action. A filter, a search step or a second action makes it a multi-step Zap, which needs a paid plan. The polling grid below does not apply to ClickUp triggers, since they are all instant.

Connect

Connect ClickUp to Zapier in 3 steps

  1. 01

    Open your connections

    In Zapier, go to the Apps page of your account and click + Add connection. A connection is your ClickUp account linked once, then reused by every step that touches ClickUp.

  2. 02

    Pick ClickUp

    Type ClickUp in the search box of the dialog, select it in the results, then click Add connection. A new browser tab opens on the ClickUp side to finish the link.

  3. 03

    Sign in and allow access

    Log in to ClickUp in that tab and grant Zapier access. You need your own account, plus read or write rights on any Space, List or task you do not own but want the Zap to touch.

First Zap

Your first Zap: urgent tasks announced in chat

GoalEvery new task whose name contains a chosen word is posted in a ClickUp channel straight away.

  1. 01

    Build the trigger

    Create a Zap, pick ClickUp as the starting app and New Task as the event. Then choose the Workspace the Zap should listen to.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent tasks of the connected account, so you map the next steps on a real one.

  3. 03

    Add the filter

    Click the plus icon and add Filter. Pick the task name, a text rule such as contains, and the word to match. This step makes the Zap multi-step, so it needs a paid plan.

  4. 04

    Add the action

    Add Send Chat Message to Channel, pick the Workspace and the channel, then map the task name and link into the message. Test it once and check the channel.

  5. 05

    Publish

    Click Publish to switch the Zap on. Only tasks created after this moment are announced; the existing backlog stays silent.

Triggers

ClickUp triggers on Zapier

10 events start a Zap when something happens in ClickUp, and 10 of them are instant: the app calls Zapier straight away, whatever your plan.

1

New Message Posted to Channel

Instant trigger

In Zapier“Triggers when a new message is posted to a specific channel you choose.”

A message posted in a ClickUp Chat channel you pick starts the Zap, and what it carries can be reused in the steps of another app.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a shared channel collects client requests, and each message should become a row in a tracking sheet or a ticket in your help desk.
Watch out
the Zap only listens to the channel chosen in the setup, so a message posted in a neighbouring channel will never reach it.
2

New Reaction Added to Chat Message

Instant trigger

In Zapier“Triggers when a reaction (emoji) is added to a message in a public channel.”

An emoji added to a message in a public channel is enough to launch the Zap. It turns a simple click into a signal the rest of your tools understand.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
your team marks a chat message with a ticket emoji, and that message should become a ClickUp task without anyone retyping it.
Watch out
only public channels count, so reactions in private conversations are invisible to this trigger.
3

New Comment on a Task

Instant trigger

In Zapier“Triggers when a new Comment is added to a Task in ClickUp.”

Any fresh comment left on a ClickUp task kicks off the Zap, along with the comment text and the task it belongs to.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a client leaves feedback on a deliverable task, and the account manager should get it by email or in another chat tool used outside ClickUp.
Watch out
a Zap that answers with Post a Task Comment on the same task can wake itself up again, so add a filter on the author.
4

New Folder

Instant trigger

In Zapier“Triggers when new folders are created.”

Creating a Folder in ClickUp starts the Zap. Folders usually group the Lists of one project or one client, so this is a good moment to prepare everything around it.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
each new client Folder should open a matching folder in your file storage and a channel in your messaging tool.
Watch out
the Workspace is required, so a Zap built on one Workspace ignores Folders created in another.
5

New List

Instant trigger

In Zapier“Triggers when new lists are created.”

As soon as someone adds a List, the Zap starts. Lists are where ClickUp tasks actually live.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
every new sprint or campaign List should be logged in a planning sheet so managers see what is opening without browsing the Workspace.
Watch out
a Zap that itself runs Create List inside the watched area triggers again on its own creation and loops.
6

New Task

Instant trigger

In Zapier“Triggers when tasks are added.”

The workhorse of the integration: each task added in the Workspace you choose starts the Zap, and the new task can be mapped into the next steps.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
new tasks in a Production List should be announced in chat, copied into a CRM deal, or sent to the person on call.
Watch out
it only fires on creation; a task edited later needs Task Changes instead.
7

New Attachment Added to Task

Instant trigger

In Zapier“Triggers when an attachment is added to a task.”

A file dropped onto a task launches the Zap with the attachment, which makes it easy to archive or forward deliverables.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
signed contracts or final designs attached to a task should be copied automatically into a shared drive folder.
Watch out
subtasks are left out and only light task data comes back by default; switch on the subtask option and the full task data option if you need them.
8

New Reaction Added to Task Comment

Instant trigger

In Zapier“Triggers when a reaction (emoji) is added to a message for a task comment.”

Here the emoji is placed on a task comment rather than in Chat. One reaction becomes a lightweight approval button.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a manager reacts with a check mark under a draft, and the Zap moves the next step forward, for instance by updating a field or alerting the writer.
Watch out
any emoji starts the Zap, so add a filter if only one reaction should count as a yes.
9

Task Changes

Instant trigger

In Zapier“Triggers when a task changes.”

Whenever a task in the chosen scope is edited, the Zap starts and receives the task as it now stands.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a task reaching its final status should notify the client, close the matching deal or log the date in a reporting sheet.
Watch out
it reacts to any change, so a filter on the status is almost always needed, and pairing it with Update Task on the same task creates a loop that burns tasks fast.
10

New Time Entry

Instant trigger

In Zapier“Triggers when a new Time Entry is added using ClickUp Time tracking.”

Each time entry saved with ClickUp's own time tracking starts the Zap, so hours logged on tasks can travel elsewhere.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
consultants track time in ClickUp, and finance needs each entry in a billing spreadsheet or an invoicing tool without a monthly export.
Watch out
the Workspace is required, so entries logged in another Workspace never reach this Zap.
Actions

ClickUp actions on Zapier

ClickUp gives you 20 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Archive or Delete Task

Action

In Zapier“Archive or delete ClickUp task”

Removes a finished or useless task from sight, either by archiving it or by deleting it outright.

When to use it
tasks cancelled in another tool should disappear from ClickUp too, instead of cluttering the board.
Watch out
archive first while testing; a deletion is far harder to undo than an archive.
2

New Checklist

Action

In Zapier“Add a checklist to a task”

Adds a named checklist with its first item to an existing task, so the steps to follow are visible inside it.

When to use it
every onboarding task should arrive with the same review steps attached.
Watch out
both the checklist name and an item are required, so an empty checklist is not an option.
3

Send Direct Message

Action

In Zapier“Send a direct message to a user or yourself.”

Sends a private ClickUp Chat message to one user, or to yourself as a reminder.

When to use it
a deal signed in your CRM should ping the project lead personally rather than a whole channel.
Watch out
you can append a link to the Zap at the end of the message; handy for admins, confusing for clients.
4

Send Chat Message to Channel

Action

In Zapier“Post a message to a specific channel you choose.”

Posts a message in the ClickUp Chat channel you pick, so the whole team sees the update at once.

When to use it
new leads, incidents or published articles should land in a shared channel instead of individual inboxes.
Watch out
the Workspace is required, and you can append a link to the Zap at the end of the message, which a client channel may not need.
5

Create New Document

Action

In Zapier“Create new document in the specific location”

Creates a ClickUp Doc in the location you choose, ready to hold notes, briefs or meeting minutes.

When to use it
each new project should start with a kickoff document already in place.
Watch out
one setting says whether the content is rich text, markdown or HTML; check it against what the earlier step sends.
6

Create New Document Page

Action

In Zapier“Create new page in the specific document”

Adds a page inside an existing ClickUp Doc rather than creating a new Doc each time.

When to use it
a weekly report generated elsewhere should stack up as pages of one shared document.
Watch out
the target Doc is required, so it must exist before the Zap runs.
7

Create Space

Action

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

Creates a Space, the top-level area where a team, a department or a client keeps its own Lists and settings.

When to use it
an agency opens a dedicated Space for every client signed in the CRM.
Watch out
Spaces shape the whole Workspace, so test on a sandbox Workspace before going live.
8

Create Custom Field

Action

In Zapier“Creates a new custom field”

Adds a new Custom Field, which is an extra column of information on tasks, such as a budget or a client code.

When to use it
a template rollout needs the same fields created in each new location.
Watch out
marking it required forces every task in those locations to fill it in, which can block people creating tasks by hand.
9

Create Folder

Action

In Zapier“Creates a new folder”

Opens a new Folder in a Space, giving a project its own container for Lists.

When to use it
each won opportunity in your sales tool should get its project Folder without waiting for an admin.
Watch out
the Workspace and the Folder name are both required; map a unique name to avoid duplicates.
10

Create List

Action

In Zapier“Creates a new list”

Creates a List, the container where ClickUp tasks are actually stored.

When to use it
a new campaign or sprint planned elsewhere should arrive with its empty List ready for tasks.
Watch out
a List name is required, and a Zap that also watches New List in the same place will start itself again.
11

Post a Task Comment

Action

In Zapier“Post a comment to a task”

Writes a comment on a task, keeping the history of an outside event right where the work happens.

When to use it
a payment received or an email reply should be logged on the matching task for everyone to see.
Watch out
paired with New Comment on a Task, it can answer its own comments forever.
12

Time Tracked

Action

In Zapier“Add time tracked to a task”

Logs a block of time on a task, from a start to an end, as if the timer had been used in ClickUp.

When to use it
hours recorded in a calendar or another timer app should end up on the right task.
Watch out
both start and end are required, so a source that only gives a duration will not fit.
13

Post Attachment

Action

In Zapier“Post an attachment to a task.”

Attaches a file to a task, from another step of the Zap or from a URL.

When to use it
invoices, briefs or signed forms received elsewhere should sit on the task that needs them.
Watch out
a URL behind a login or special permissions fails; the file must be reachable without signing in.
14

Create Subtask

Action

In Zapier“Creates a new subtask”

Creates a subtask under an existing task, breaking a piece of work into smaller steps.

When to use it
each order line or each deliverable listed in a form should become its own subtask under the main job.
Watch out
the task name is required, and rich text in the description must be flagged as such.
15

Create Task

Action

In Zapier“Creates a new task.”

Creates a new task in the List you choose, the action most ClickUp Zaps end with.

When to use it
form submissions, support tickets or emails flagged in your inbox should become tasks someone owns.
Watch out
only the Workspace and the task name are required, so map every other detail you care about yourself or the task lands half empty.
16

Update Access for the Task

Action

In Zapier“Update access to the task”

Changes who can reach a given task, opening or restricting it from a Zap.

When to use it
a task handed to a freelancer should become visible to that person when the contract is signed.
Watch out
test it on a dummy task; access changes are easy to miss until someone complains.
17

Update Custom Field Value

Action

In Zapier“Update value of a custom field for a selected task”

Fills or changes the value of one Custom Field on a selected task, such as an amount or a reference.

When to use it
an invoice paid in your accounting tool should flip the payment field on the project task.
Watch out
it needs the Task Id, the one shown in ClickUp, so map it from the trigger or from a search such as Find the Most Recent Task.
18

Edit Document Page

Action

In Zapier“Edit document page”

Rewrites the content of an existing page inside a ClickUp Doc.

When to use it
a status page or a living FAQ should reflect the latest figures coming from another app.
Watch out
both the Doc and the page are required, so pick them carefully or the wrong page gets overwritten.
19

Update Task

Action

In Zapier“Updates an existing task.”

Edits an existing task in the Workspace you pick, using details mapped from earlier steps.

When to use it
an approval given in another tool should move the task to its next status without anyone opening ClickUp.
Watch out
combined with Task Changes on the same task, each update fires the trigger again.
20

API Request (Beta)

Action

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

An advanced escape hatch: it sends a raw request to ClickUp using the connection you already set up.

When to use it
what you need is not covered by any of the other actions and a developer can describe the call.
Watch out
requests only go to ClickUp's own domains, and the stop-on-error choice decides whether a failure halts the Zap.
Searches

ClickUp searches on Zapier

6 search steps look for data that already exists in ClickUp, so a later step can use it.

A search step finds something that already exists in ClickUp, then hands it to the following steps. The searches sit at the bottom of the event list, under the SEARCH heading. Some action fields also offer + Add search step, which inserts one just before and wires the result in. Three settings decide what happens when the result is not what you expected.

1

Find Custom Fields

Search

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

Lists the Custom Fields available on tasks at a given level of the Workspace, from a Space down to a List.

When to use it
before updating a field, the Zap must know which fields exist in that location.
Watch out
it only views the fields; creating one is the job of Create Custom Field, and setting a value the job of Update Custom Field Value.
2

Find the Most Recent Task

Search

In Zapier“Find the most recent task created in Workspace/Space/Folder/List.”

Returns the latest task created in the Workspace, Space, Folder or List you point at.

When to use it
a Zap started by another app needs to attach a comment or a file to the newest task of a List.
Watch out
it picks the latest one, not the one you mean, if two tasks are created close together.
3

Find a List of All Tasks

Search

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

Brings back every task created in a given location, Custom Fields included, rather than a single one.

When to use it
a reporting Zap needs the whole content of a List to build a summary elsewhere.
Watch out
the multiple results setting matters here; keeping only the first one defeats the purpose.
4

Find Task by ID

Search

In Zapier“Find an existing task by its ID.”

Fetches one precise task from its identifier, the most reliable way to target a task in ClickUp.

When to use it
another tool stores the ClickUp task ID and must update that exact task later.
Watch out
the ID is the one shown in ClickUp, not the task name; a name never works here.
5

Find User by Name or Email

Search

In Zapier“Find an existing user by their name or their email.”

Finds a Workspace member from a name or an email address, so a task can be assigned to the right person.

When to use it
a form gives the email of the owner, and the new task must be assigned to that teammate.
Watch out
the option to include all shared items also returns every Folder, List and task the user can reach, which makes the result heavy.
6

Find Documents

Search

In Zapier“Search for documents by location.”

Looks for ClickUp Docs by name in a given location.

When to use it
a Zap must add a page to an existing Doc whose name is known but whose ID is not.
Watch out
archived Docs are left out unless you tick the option to include them.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there and the later steps are skipped. Switch it on and the Zap carries on with nothing.
  2. Create X if it doesn't exist yet?
    This box turns a search into a find or create. No ClickUp search offers it on Zapier, so a missing item never gets created automatically.
  3. If multiple search results are found?
    Three ways out when several items match: keep the first one, which is the default, stop the Zap, or pass all of them on at once.
When it breaks

When a ClickUp Zap breaks

Zapier links a single getting-started article to ClickUp. The traps below come from the fields of the operations and from how Zapier itself behaves.

Instant triggers remove the waiting, but they also make mistakes visible faster. If yours misbehaves, the Zapier troubleshooting guide walks through the checks in order.

  • A Zap that keeps waking itself up

    Task Changes plus Update Task, or New Comment on a Task plus Post a Task Comment, on the same task: each run fires the trigger again and drains your tasks.

  • Old tasks are never picked up

    A Zap reacts only to what happens after you publish it. Tasks, comments and time entries that already existed stay untouched.

  • The Workspace belongs to another account

    Most operations require a Workspace. Connect the ClickUp account that has access to the Workspace you mean, or the step cannot point at it.

  • Post Attachment fails on a link

    A file URL that needs a login or special permissions cannot be fetched. Use a public link or pass the file from an earlier step.

  • Attachment data comes back thin

    New Attachment Added to Task skips subtasks and full task details by default. Switch both options on if later steps need them.

  • A bulk import gets held back

    A bulk import or a migration can make the trigger return a huge batch at once. Zapier's flood protection can hold it back.
Need help

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FAQ

ClickUp Zapier integration: FAQ

01Is the ClickUp Zapier integration free?
Yes, on the free plan. ClickUp is not one of the apps Zapier keeps for paying accounts, so you can connect it straight away. The free plan includes 100 tasks a month and unlimited Zaps. The real limit is the shape of each Zap: one trigger and one action, nothing more. As soon as you add a filter, a search step or a second action, Zapier calls it a multi-step Zap and asks for a paid plan. A first version built on a single action stays free.
02How many Zapier tasks does a ClickUp Zap use?
One for each action that succeeds, and nothing else. The ClickUp trigger itself never counts. A Zap that creates a task, adds a checklist and posts a chat message uses three Zapier tasks every time it runs. An action that fails is not billed. Keep in mind that a Zapier task is a billing unit, not a ClickUp task. To size your plan, count the events you expect in a month and multiply by the number of actions in the Zap.
03Is the ClickUp trigger real time?
Yes, and that is rare. All 10 ClickUp triggers on Zapier are instant: ClickUp tells Zapier the moment a task, comment, list or time entry appears, and the Zap starts right away. The plan does not matter, so the 15 minute polling interval of the free plan never applies to these triggers. In the editor, a Zap built on an instant trigger shows a lightning bolt. When you test it, Zapier brings back the three most recent items of the connected account, so the next steps are mapped on a real task.
04What do you need to connect a ClickUp account?
A ClickUp account of your own, and read or write rights on any Space, List or task you want the Zap to touch but do not own. The connection takes three moves: open the Apps page in Zapier and click + Add connection, search for ClickUp and confirm, then sign in to ClickUp in the new tab and allow access. Make sure that account belongs to the Workspace you plan to automate, since nearly every step asks for one.
05Why does a ClickUp Zap keep firing on its own updates?
Because it writes where its own trigger is watching. Task Changes reacts to any edit, including the edit made by Update Task in the same Zap, so the Zap starts again, edits again, and loops. The same happens with New Comment on a Task and Post a Task Comment. Each turn costs a task. Break the loop with a filter, for instance on the status or on the comment author, or write to a different task than the one that started the Zap.
06What if the ClickUp operation you need is not listed?
Then look at API Request (Beta) first. It sends a raw request to ClickUp with the connection you already have, which covers what the 20 standard actions do not. It is an advanced tool: requests only go to ClickUp's own domains, and you choose whether an error stops the Zap. If that is too technical, check how Make or n8n handle the same app, which have their own ClickUp pages.
07Zapier, Make or n8n for ClickUp?
It depends on three criteria rather than on a winner. First, speed: on Zapier every ClickUp trigger is instant, even on the free plan. Second, billing: Zapier charges each successful action, so the count grows with every step you add. Third, shape: anything beyond one trigger and one action needs a paid Zapier plan, so a Zap with a filter or a second action changes the bill. Compare those three points with what Make and n8n offer for ClickUp before committing.
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