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ClickUp (legacy)

Integromat Support Team Updated September 06, 2020 14:13

This is the documentation for the legacy ClickUp (legacy) app.
Here is the documentation for the new ClickUp app.

Getting Started with ClickUp

ClickUp modules allow you to monitor, create and edit lists and tasks, and search projects, users, spaces, tasks and lists in your ClickUp account.

Prerequisites

A ClickUp account

In order to use ClickUp with Integromat, it is necessary to have a ClickUp account. If you do not have one, you can create a ClickUp account at app.clickup.com/signup.

Module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting ClickUp to Integromat

To connect your ClickUp account to Integromat follow the general instructions for Connecting to services.

After you click the Continue button, Integromat will redirect you to the ClickUp website where you will be prompted to grant Integromat access to your account.

Triggers

Watch New Lists

Triggers when a new project list is created in a project.

Connection	Establish a connection to your ClickUp account.
Team ID	Select (map) the team that creates a new list.
Space ID	Select (map) the space where the new list is created.
Project ID	Select (map) the project for the new list.
Limit	Maximum number of lists Integromat will work with during one cycle.

Watch New Tasks

Connection	Establish a connection to your ClickUp account.
Watch	Select whether you want to watch new and updated tasks or new tasks only.
Team	Select the task's team.
Assignees	Filter tasks by the assignee.
Statuses	Select the task status.
Additional Search Criteria	Select the specific location for the watched tasks.
Limit	Maximum number of tasks Integromat will work with during one cycle.
Order By	Select desired results ordering.
Include Subtasks	Enable this option to include subtasks to monitoring.
Minimum Due Date Maximum Due Date Minimum Date Created Maximum Date Created Minimum Date Updated Maximum Date Updated	Enter the date in the desired range. Date format: `DD.MM.YYYY H:mm`.

Actions

Create a List

Connection	Establish a connection to your ClickUp account.
Team ID	Select the team you want to create a new list for.
Space ID	Select the space where you want to create a new list.
Project ID	Select a new list's project.
List Name	Enter the name for the new list.

Get Team by ID

Retrieves team details.

The team must be authorized for the connection – Connecting ClickUp to Integromat.

Connection	Establish a connection to your ClickUp account.
Team ID	Select the team you want to retrieve information about.

Edit List

Edits list name.

Connection	Establish a connection to your ClickUp account.
Team ID	Select the team you want to edit the list for.
Space ID	Select the space where you want to edit the list.
Project ID	Select a project for the new list.
New Name	Enter a new name for the list.

Get Authorized User

Retrieves user information about the user that is authorized to connect to Integromat.

Connection

Establish a connection to your ClickUp account.

Create Task in List

Creates a new task in a selected list.

Connection	Establish a connection to your ClickUp account.
Team ID	Select the team you want to create the task for.
Space ID	Select the space where you want to create the task.
Project ID	Select the project for the task.
List ID	Select the list you want to create the task in.
Status ID	Set the task status.
Name	Enter the name for the new task.
Content	Enter content for the task.
Assignees	Select the user you want to assign the task to.
Priority	Set the task priority.
Due date	Enter the due date. List of supported date formats.

Edit Task

Connection	Establish a connection to your ClickUp account.
Team ID	Select the team you want to edit the task for.
Space ID	Select the space where you want to edit the task.
Task ID	Select the task you want to edit.
Name	Enter the new name for the task.
Content	Edit the content of the task.
Assignees	Assign/Unassign Select the user you want to assign the task to or unassign the task from.
Status	Set the status of the task.
Priority	Set the task priority.
Due date	Enter the due date. List of supported date formats.

Searches

Get Authorized Teams

Lists all the teams that are authorized to connect to Integromat.

Connection	Establish a connection to your ClickUp account.
Limit	Enter the maximum number of teams Integromat will return during one cycle.

Get Space Projects

Retrieves projects for a space. The projects' lists will also be included.

Connection	Establish a connection to your ClickUp account.
Limit	Enter the maximum number of projects Integromat will return during one cycle.
Team ID	Select the team assigned to the project you want to retrieve.
Space ID	Select the space that contains the project.

Get Project Lists

Retrieves list IDs of a selected project.

Connection	Establish a connection to your ClickUp account.
Limit	Enter the maximum number of lists Integromat will return during one cycle.
Team ID	Select the team assigned to the list you want to retrieve.
Space ID	Select the space that contains the project with the list.
Project ID	Select the project that contains the list you want to retrieve.

Get Team Spaces

Retrieves spaces that belong to a selected team.

The team must be authorized for the connection – Connecting ClickUp to Integromat.

Connection	Establish a connection to your ClickUp account.
Limit	Enter the maximum number of spaces Integromat will return during one cycle.
Team ID	Select the team assigned to the space you want to retrieve.

Get Tasks

Lists all the tasks for a selected team.

Connection	Establish a connection to your ClickUp account.
Team ID	Select the team assigned to the tasks you want to retrieve.
Assignees	Select the user the listed task is assigned to.
Statuses	Select statuses of tasks you want to retrieve.
Additional Search Criteria	Select the specific location of the retrieved tasks.
Limit	Enter the maximum number of tasks Integromat will return during one cycle.
Order By	Select desired results ordering.
Include Subtasks	Enable this option to retrieve also subtasks.
Minimum Due Date Maximum Due Date Minimum Date Created Maximum Date Created Minimum Date Updated Maximum Date Updated	Enter the date in the desired range. Date format: `DD.MM.YYYY H:mm`.

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