How to Use Make.com with ClickUp for Agency Automation

Digital agencies rely on speed, accuracy, and repeatable workflows. Connecting ClickUp with Make.com lets you automate the work that slows your team down, so you can focus on strategy and client results instead of manual updates.

This guide shows you how to rebuild the best ClickUp automations from the original Make.com tutorial, using simple, repeatable scenarios you can adapt for any agency.

All examples are inspired by the official how-to guide on the Make.com website: 11 best ClickUp integrations for digital agencies.

Why connect ClickUp and Make.com for agencies

Before building specific flows, it helps to understand what you gain by using ClickUp with Make.com in a digital agency environment.

• Centralize client work and communication.
• Eliminate copy‑pasting between tools.
• Create repeatable, template-based client journeys.
• Increase visibility for account managers and operations.

Most of the best automations fall into a few core categories:

• Lead and client onboarding.
• Project planning and task creation.
• Time tracking, invoicing, and finance.
• Reporting and client communication.

Getting started: Connect ClickUp to Make.com

To follow the workflows below, you first need to connect ClickUp to Make.com and create a basic scenario.

Step 1: Authorize ClickUp in Make.com

1. Log in to your Make.com dashboard.
2. Click Create a new scenario.
3. Search for and add the ClickUp module.
4. When prompted, click Add to create a new connection.
5. Authorize Make.com in your ClickUp workspace and choose the correct team.

After this one-time setup, you can reuse the same connection in any scenario.

Step 2: Choose a trigger in Make.com

Every automation on Make.com starts with a trigger module. For ClickUp, common triggers include:

• Watch Tasks (when a new or updated task appears).
• Watch Folders (for new client or project folders).
• Watch Lists (for new project lists).

Pick the trigger that aligns with the workflow you want to automate, then connect downstream tools.

Make.com workflow: Turn form leads into ClickUp tasks

Agencies often lose time manually copying form submissions into ClickUp. With Make.com, you can automatically create tasks from every new lead.

Use case

When someone submits a form on your website, you want a new ClickUp task created in your sales or intake list, with all form details and a due date.

How to build the scenario in Make.com

1. Add a form trigger
   Use your preferred form app (e.g., Typeform, Webflow forms via webhook, or another form tool). In Make.com, add the relevant module, such as Watch Responses or a generic Webhook.
2. Map form fields
   Capture key data like name, email, company, budget, and services needed.
3. Add ClickUp > Create a Task
   Choose your sales or intake list. Map fields:
   • Task name = lead name or company.
   • Description = full form submission.
   • Due date = today + X days.
   • Custom fields = budget, service type, or channel.
4. Test and activate
   Submit a test form, confirm a task appears in ClickUp, then turn the scenario on.

Make.com ClickUp workflow: Client onboarding checklist

Once a deal is won, most agencies run through the same onboarding steps. Make.com helps you generate these tasks instantly from a template structure in ClickUp.

Use case

After marking a deal as closed in your CRM, you want a new client folder and list in ClickUp, plus a standard onboarding checklist of tasks.

How to build this Make.com scenario

1. Add a CRM trigger
   Use a module like Watch Deals (e.g., HubSpot, Pipedrive, or another CRM). Trigger on stage = Won.
2. Create a folder in ClickUp
   Add ClickUp > Create a Folder and map the client name as the folder name.
3. Create a list in ClickUp
   Inside that folder, add ClickUp > Create a List called Onboarding or similar.
4. Generate tasks from a template array
   Use a data structure or array in Make.com with your standard onboarding tasks, such as:
   • Kickoff call scheduled.
   • Access to analytics granted.
   • Tracking and pixels configured.
   • Reporting dashboards set up.

   Add an iterator module to loop over the array and call ClickUp > Create a Task for each item.

5. Assign owners and due dates
   In Make.com, use simple date formulas to set deadlines relative to the onboarding start date.

Make.com for ClickUp: Time tracking and invoicing

For service agencies, accurate time tracking is essential for billing and profitability. Make.com can connect your time tracker or ClickUp time entries to invoicing tools.

Use case

You want weekly or monthly totals of billable hours per client automatically pushed into your invoicing system.

How to build the time tracking scenario

1. Choose your time source
   You can use:
   • ClickUp native time tracking.
   • A separate app like Harvest or Toggl.

   In Make.com, add a module like Search Time Entries or similar depending on the tool.

2. Filter by client and period
   Filter entries by:
   • Client or project list in ClickUp.
   • Date range: last 7 or 30 days.
3. Aggregate totals
   Use aggregation tools in Make.com to sum duration by client or project.
4. Create invoice drafts
   Send the totals into your invoicing app (e.g., QuickBooks, Xero, or another tool) as invoice line items.
5. Notify the account manager
   Add an email or chat module (Slack, Teams) to alert the responsible manager when draft invoices are ready.

Make.com ClickUp workflow: Status-based notifications

Agencies need to keep internal teams and clients updated when work moves forward. With Make.com, you can send automatic messages when ClickUp task statuses change.

Use case

When a task moves to a specific status (for example, Ready for Review or Client Approval), you want a message posted in Slack or an email sent to stakeholders.

How to build the notification scenario

1. Use ClickUp > Watch Tasks
   In Make.com, set the module to watch updated tasks in the relevant space, folder, or list.
2. Add filters for status
   Use a filter step so the scenario continues only when the status equals your target value.
3. Send the message
   Add:
   • A Slack or Microsoft Teams module to post in a channel, or
   • An email module to notify the client or account manager.

   Map key task data like task name, link, assignee, and due date.

Make.com reporting workflows for ClickUp

Management and clients both want clear summaries of work completed. Make.com can pull ClickUp data on a schedule and turn it into simple reports.

Use case

You want a weekly email showing tasks completed per client, including links and assignees.

How to build the reporting scenario

1. Add a scheduler in Make.com
   Use the Scheduler module to run the scenario weekly or monthly.
2. Search or list tasks in ClickUp
   Use Search Tasks with filters:
   • Status = Done or Completed.
   • Date closed within the last week.
3. Format the report
   Use text or HTML tools in Make.com to build a clean summary. Include:
   • Client or project name.
   • Task titles with direct task links.
   • Assignee names.
4. Send via email
   Add an email module, set recipients (internal and, if desired, client distribution lists), and insert the formatted report.

Tips to scale your Make.com and ClickUp setup

As you add scenarios, keep your automation stack maintainable and safe.

• Name conventions
  Use consistent names for spaces, folders, and lists in ClickUp so Make.com filters remain stable.
• Test with sandboxes
  Whenever possible, test scenarios in a demo space before connecting to live client projects.
• Use error handling
  In Make.com, configure error handlers and notifications so you know when something fails.
• Document your flows
  Maintain an internal document or ClickUp doc that lists each scenario, trigger, and purpose.

If you want strategic help planning or optimizing your automation stack, you can also learn more at Consultevo, which focuses on systems that support scalable agencies.

Next steps: Build your first Make.com ClickUp scenario

Start with one high-impact workflow, such as lead-to-task creation or client onboarding, and implement it with ClickUp and Make.com following the patterns above. Once the first automation is stable, gradually add time tracking, notifications, and reporting scenarios to create a complete, integrated agency operations system.

Need Help With Make.com?

If you want expert help building, automating, or scaling your Make scenarios, work with ConsultEvo — certified workflow and automation specialists.

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