ClickUp app

The ClickUp app lets your workflows create lists and tasks in ClickUp automatically. When a deal reaches a certain stage, a workflow can create a ClickUp list with the right tasks already lined up, so nobody has to set it up by hand.

Install and connect ClickUpCopy link

A workspace admin installs the app for the workspace:

• Click your workspace name, then click Apps and integrations.

• Search for and open the ClickUp app, then click Install.

Each member who wants to use ClickUp in a workflow then connects their own ClickUp account from the same app page. Click Connect and sign in to ClickUp.

Each step runs using the ClickUp account you choose when you set it up, so a step can only reach workspaces, spaces, and lists that account already has access to.

Use ClickUp steps in a workflowCopy link

Create lists and tasks in ClickUp from Attio workflows.

Create listCopy link

Creates a list in ClickUp, either inside a folder or directly in a space.

Inputs:

• List name (required): The name of the list.

• Workspace (required): The ClickUp workspace the list belongs to.

• Space (required): The ClickUp space to create the list in.

• Folder (optional): The folder to create the list in. Leave empty to create the list directly in the space.

• Description (optional): A description for the list.

• Set due time? (optional): Turn this on to set a specific due date and time instead of just a due date.

• Due date and time (optional): Shown when Set due time? is turned on.

• Due date (optional): Shown when Set due time? is turned off.

• Assignee (optional): The person to assign the list to. Search ClickUp users, or paste a user ID from an earlier step.

Outcomes:

• Created: The list was created. Outputs the list ID and list name, which you can use in later steps.

Create taskCopy link

Creates a task in ClickUp.

Inputs:

• Task name (required): The name of the task.

• List (required): The ClickUp list to create the task in. Search for a list, or paste a list ID from an earlier step.

• Workspace (required): Needed to load space, user, and user group options.

• Space (required): Needed to load the lists and folders available in that space.

• Folder (optional): Filters the list options to that folder. Leave blank to see all lists in the space.

• Description (optional): A description for the task.

• Assignees (optional): The ClickUp users to assign to the task. Search for a user, or paste a user ID from an earlier step. Click to add more than one.

• User groups (optional): The ClickUp user groups to assign to the task. Click to add more than one.

• Priority (optional): Select Urgent, High, Normal, or Low.

• Set due time? (optional): Turn this on to set a specific due date and time instead of just a due date.

• Due date and time (optional): Shown when Set due time? is turned on.

• Due date (optional): Shown when Set due time? is turned off.

• Set start time? (optional): Turn this on to set a specific start date and time instead of just a start date.

• Start date and time (optional): Shown when Set start time? is turned on.

• Start date (optional): Shown when Set start time? is turned off.

• Time estimate (optional): How long the task is expected to take.

• Sprint points (optional): The number of sprint points for the task. This must match one of the point values your ClickUp space has configured in the Sprint Points ClickApp.

• Notify the task creator? (optional): Turn this on to notify the task creator.

• Is subtask? (optional): Turn this on to make the task a subtask of another task in the same list.

• Parent task (optional): Shown when Is subtask? is turned on. Enter the task ID manually, or use a variable to add it from a previous step. The parent task must be in the same list as the new task.

• Link to task (optional): Link this task to another task anywhere in the workspace. Enter the task ID manually, or use a variable to add it from a previous step.

Outcomes:

• Created: The task was created. Outputs the task ID, task name, and task URL, which you can use in later steps.