ClickUp

ClickUp is a task and project management tool organized around Workspaces, Spaces, Folders, and Lists. This integration connects Attio to ClickUp so your team can turn CRM activity into project work automatically, without switching tools or copying details by hand. Once connected, any Attio workflow can create ClickUp lists and tasks directly, keeping sales and delivery teams working from the same information.

Create list creates a new ClickUp list, either directly in a Space or nested inside a Folder.

Create task creates a task in any ClickUp list, with support for assignees, user groups, priority, due and start dates, a time estimate, sprint points, and links to parent or dependent tasks.

Connect your ClickUp account from the workflow step's authentication prompt. Each Attio workspace member connects with their own ClickUp login, so lists and tasks created through the integration are attributed to the person who owns the connection. Once connected, add a Create list or Create task step to any workflow, choose the ClickUp Workspace, Space, and Folder (or List) you want to use, and fill in the remaining fields. No additional setup is required inside ClickUp itself.