GoHighLevel ClickUp Workflow Guide

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GoHighLevel ClickUp Workflow Guide

This step-by-step guide explains how to connect ClickUp with GoHighLevel so you can run powerful workflow actions and triggers between the two platforms. You will learn how to configure the native integration, use ClickUp actions, and apply triggers inside GoHighLevel workflows.

All instructions below are based on the official GoHighLevel documentation here: ClickUp Actions & Triggers in Workflows.

Overview of the GoHighLevel and ClickUp Integration

The integration lets you control ClickUp tasks from inside GoHighLevel workflows. Once configured, workflows can automatically create and update tasks in your ClickUp workspace.

Currently, the integration supports actions only. That means GoHighLevel can send data to ClickUp, but it does not yet receive triggers from ClickUp events.

To keep using older setups, legacy ClickUp actions remain available in accounts that already had them enabled. For new setups, you should always use the new ClickUp integration actions inside GoHighLevel.

Requirements Before Using ClickUp With GoHighLevel

Before building automations, confirm these requirements inside your GoHighLevel account:

  • You have an active ClickUp account and workspace.
  • Your GoHighLevel account has permission to use integrations.
  • You can access Workflow settings at the sub-account level.

If you used the previous ClickUp integration, it will still work, and the legacy actions stay in your GoHighLevel workflow actions list.

How to Connect ClickUp to GoHighLevel

Follow these steps to connect your workspace to GoHighLevel.

Step 1 – Locate ClickUp in GoHighLevel Integrations

  1. Open your GoHighLevel account and go to the sub-account where you want to use ClickUp.
  2. Navigate to the Integrations section in the left-hand menu.
  3. Find the ClickUp integration card.

If you had connected ClickUp previously, legacy settings will still appear. You can continue using them or set up the new integration actions.

Step 2 – Authorize ClickUp for GoHighLevel

  1. Click the option to connect or manage ClickUp inside GoHighLevel.
  2. You will be redirected to the ClickUp authorization screen.
  3. Sign in to ClickUp and approve the requested permissions so GoHighLevel can create and update tasks.

Once authorization is finished, your ClickUp workspace becomes available to workflows in GoHighLevel.

Using GoHighLevel ClickUp Actions in Workflows

After connecting the accounts, you can start adding ClickUp actions to any GoHighLevel workflow. ClickUp actions are placed in the same way as other workflow steps.

Step 3 – Add a ClickUp Action in a GoHighLevel Workflow

  1. In your sub-account, open Automation and then Workflows in GoHighLevel.
  2. Create a new workflow or open an existing one.
  3. Click the + icon to add a new action.
  4. Search for ClickUp in the action list.
  5. Select the available ClickUp action you want to use.

The list shows the new ClickUp actions and, for existing users, the legacy actions that were present before the update.

Step 4 – Configure the ClickUp Action Fields

Each ClickUp action in GoHighLevel requires specific fields so tasks can be created or updated correctly. Common configuration options include:

  • Selecting the ClickUp workspace and space.
  • Choosing the folder and list where tasks belong.
  • Mapping task fields such as name, description, and assignee.
  • Using GoHighLevel contact or opportunity data in those fields.

Fill out each required field carefully. That ensures tasks created by GoHighLevel appear in the right place inside ClickUp.

Legacy ClickUp Actions in GoHighLevel

If you used the integration before the new actions were introduced, GoHighLevel keeps the legacy actions available.

  • Legacy actions will still appear in workflows that already use them.
  • They remain functional for accounts that had them enabled.
  • New sub-accounts or fresh setups should use the new ClickUp actions instead.

This approach allows you to keep older automation running while gradually migrating to the newer ClickUp integration actions in GoHighLevel.

Current Limitations of GoHighLevel ClickUp Triggers

At the time of the documentation, ClickUp triggers are not available inside GoHighLevel. The integration is one-way: workflows in GoHighLevel send data to ClickUp but are not started by ClickUp events.

In practice, this means:

  • You can use GoHighLevel to create or update tasks in ClickUp.
  • You cannot start a GoHighLevel workflow when a task is changed in ClickUp.
  • All automation logic must begin with triggers that already exist inside GoHighLevel, such as contact updates, form submissions, or opportunity changes.

The official help center notes that ClickUp triggers may become available later, so you should check for updates in the GoHighLevel documentation if you need two-way automation.

Best Practices for Building GoHighLevel and ClickUp Workflows

To keep your workflows efficient and reliable, follow these basic practices when connecting GoHighLevel with ClickUp:

  • Plan your lists and folders in ClickUp before adding actions in GoHighLevel.
  • Standardize naming for tasks created by your workflows.
  • Use contact and pipeline fields from GoHighLevel to personalize task titles and descriptions.
  • Test each workflow using a sample contact before going live.
  • Document legacy actions so you can later migrate them to the new ClickUp actions without confusion.

Where to Learn More About GoHighLevel ClickUp Integration

For the most accurate and current details, always review the official guide in the GoHighLevel help center: ClickUp Actions & Triggers in Workflows.

If you want expert consulting and implementation support for your GoHighLevel and ClickUp setup, you can find additional resources at Consultevo.

Summary: Automating ClickUp With GoHighLevel

By connecting ClickUp with GoHighLevel and using the new workflow actions, you can automate task creation and updates directly from your CRM workflows. Although triggers from ClickUp are not yet available, the existing one-way integration already streamlines internal task management and improves coordination between sales and operations.

Use this guide as a quick reference when you set up or maintain your ClickUp actions inside GoHighLevel workflows, and revisit the official documentation for any future updates to the integration.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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