Clickup – New Actions & Triggers in Workflows

Modified on Thu, 18 Sep at 7:31 AM

You can now connect ClickUp directly inside Workflows — turning CRM events into tasks, documents, and projects without manual setup or using webhooks.

What’s New

Triggers (from ClickUp → Platform):

New Task – Fires when a new task is created.
Task Changes – Fires when task details change (status, due date, priority).
New List – Fires when a new task list is created.
New Folder – Fires when a new folder is created.
New Comment on a Task – Fires when someone comments on a task.
New Attachment on Task – Fires when a file is added to a task.
New Reaction on Task Comment – Fires when a reaction is added to a task comment.
New Reaction on Chat Message – Fires when someone reacts to a public chat message.

Actions (from Platform→ ClickUp):

Create Task – Generate a task with assignee, due date, and priority.
Update Task – Change existing task details.
Archive / Delete Task – Clean up tasks when no longer needed.
Create Space / Folder / List – Build new project structures instantly.
Post Task Comment / Attachment – Add notes or files directly to tasks.
Create New Document – Save proposals, briefs, or notes in ClickUp Docs.
Edit / Create Document Pages – Update or add pages to existing docs.
Create / Update Custom Fields – Add or update data fields on tasks.
Find Tasks, Documents, Custom Fields, Users – Look up what you need for automation.

Why This Matters

Managing delivery in ClickUp and CRM in Platform often meant double work. Now, everything stays in sync: leads and sales activity in Platform can automatically spin up tasks, documents, and project structures in ClickUp.

Example Use Cases

Onboarding Forms → Tasks

A client fills out an onboarding form in Platform.
A new task is created in the “Client Setup” list in ClickUp with their details.

Deals → AI Proposals

Opportunity moves to “Proposal” stage in Platform.
GPT generates a personalized proposal.
A new document is saved in ClickUp under “Sales Docs.”

Contracts → Projects

When a deal is marked “Contract Signed,”
A new Space is created in ClickUp (SEO, Ads, or Landing Page).
Lists and tasks are added automatically, and internal notifications go to the right team.

How to Connect

Open Workflows and search for ClickUp triggers or actions.
Select a step → click Connect Now → log in to your ClickUp account.
Alternatively, connect via Settings → Integrations → ClickUp.

Notes & Details

Real-time triggers: ClickUp events fire instantly via webhooks.

Works with both free and paid ClickUp plans (advanced features like time tracking & custom fields require paid).