How to Use ClickUp with Make.com AI Agents
Connecting ClickUp to Make.com AI agents lets you automate task creation, sync data across tools, and keep work flowing without manual updates. This guide walks you through how to plan, build, and manage an integration that keeps your workspace organized and up to date.
What You Can Do by Connecting ClickUp and Make.com
Before you start building, it helps to understand the kinds of workflows you can automate. Using Make.com AI agents with ClickUp, you can:
- Automatically create and update tasks from other apps
- Trigger AI-driven decisions based on task fields or statuses
- Sync comments, attachments, and custom fields between tools
- Generate summaries or next steps when work is updated
- Route tasks to the right assignees or teams based on rules
All of this is driven by Make.com scenarios that communicate with your workspace through a secure API connection.
Prerequisites for Your ClickUp Integration
Set up a few basics before you connect your account and build automations.
1. Prepare Your ClickUp Workspace
Review your existing structure so the integration has a stable foundation.
- Identify the Spaces, Folders, and Lists that will store automated tasks
- Standardize task statuses and priorities used in automated flows
- Confirm any required custom fields that AI agents will read or update
- Decide which team members should be assignees for automated tasks
A consistent structure makes it easier for Make.com AI agents to apply rules without confusion.
2. Plan Your Automation Use Cases
Next, define the scenarios you want to automate between ClickUp and other tools. Common examples include:
- When an external form is submitted, create a new task with mapped fields
- When a deal is marked won in a CRM, open a delivery task list
- When a task is moved to a status, trigger an AI summary or notification
- When a support ticket is created, log tasks for follow-up work
Document the trigger, the data you need, and the outcome for each use case. This will guide your scenario design in Make.com.
How to Connect Make.com to ClickUp
Once your use cases are clear, you can create the connection that lets AI agents access your workspace.
Step 1: Create or Open a Make.com Scenario
Log in to Make.com and either create a new scenario or open an existing one where you want to add ClickUp modules. Scenarios are the workflows that define how data moves between apps and how AI agents make decisions.
Step 2: Add the ClickUp App Module
In the scenario builder:
- Click the plus icon to add a new module.
- Search for the ClickUp app in the catalog.
- Choose the relevant module, such as creating, updating, or watching tasks.
Each module represents a specific action or trigger that will run inside the scenario.
Step 3: Authorize Your ClickUp Account
When you add the first module, Make.com will prompt you to connect your account:
- Select the option to add a new connection.
- Follow the on-screen instructions to authenticate with your workspace.
- Grant permission so scenarios can read and write tasks where needed.
Once the connection is authorized, you can reuse it across multiple scenarios that involve ClickUp.
Building an AI-Driven Workflow with ClickUp
With the connection in place, you can design an automation where Make.com AI agents help you manage tasks and information.
Step 4: Define the Trigger for Your Workflow
Choose what should kick off the automation. Options include:
- An event in another app, like a new lead or ticket
- A schedule, such as a daily or hourly check
- Changes inside ClickUp, such as updated tasks or new items
Set filters so the trigger only runs when it matches your criteria, such as a specific status or label.
Step 5: Map Data into ClickUp Task Fields
Use the module configuration panel to map data from previous steps into your task fields. This typically includes:
- Task name and description
- Assignee and watchers
- Due dates and priorities
- Custom fields that store context from external systems
Careful field mapping ensures your workspace reflects exactly what your Make.com AI agents create or update.
Step 6: Add AI Logic and Conditions
Improve your workflow by inserting decision-making and AI steps before updating items in ClickUp. For example, you can:
- Use conditional logic to route tasks to different Lists or assignees
- Generate AI summaries of long messages or tickets before saving them
- Classify requests by topic and set matching priorities or tags
- Trigger follow-up actions only when certain fields match rules
This gives you a flexible, intelligent workflow rather than simple one-to-one data sync.
Testing and Monitoring Your ClickUp Integration
After you have your steps in place, it is important to test and observe how the scenario behaves in real time.
Step 7: Run Test Executions
In Make.com, use the built-in tools to run the scenario with sample data:
- Turn on the scenario in test mode or run it once manually.
- Check each module for errors or missing field mappings.
- Confirm that the expected tasks appear in ClickUp with correct details.
Make adjustments if fields are empty, incorrect, or tasks are created in the wrong location.
Step 8: Turn On and Monitor in Production
Once you are satisfied with the test runs, enable the scenario fully. Then:
- Monitor the first several runs from the scenario execution history
- Review new or updated tasks to see if they match your expectations
- Gather feedback from team members who work inside ClickUp daily
Refine mappings, conditions, and AI steps to keep the automation aligned with your workflows.
Maintaining and Scaling Your ClickUp Automations
Over time, you may add new processes or adjust how your workspace is structured. Plan to regularly review your automations so they stay effective.
Update ClickUp Structures Thoughtfully
When you change Spaces, Folders, Lists, or custom fields, remember that these elements are referenced in your Make.com scenarios. Before making large changes:
- Audit which scenarios use specific locations or fields
- Update the corresponding modules after structural changes
- Re-test every affected workflow with sample data
This prevents broken connections and keeps AI-generated tasks accurate.
Expand to New ClickUp Use Cases
As your team becomes comfortable with automated workflows, consider extending your integrations to:
- Automate reporting by summarizing tasks and activity
- Sync documentation and notes from other knowledge tools
- Streamline approvals by routing tasks through specific statuses
- Coordinate cross-team handoffs with shared Folders or Lists
Each new scenario should follow the same pattern of planning, connecting, testing, and monitoring.
Next Steps and Helpful Resources
To deepen your understanding or design more advanced scenarios, refer to additional resources and expert support.
- Review the official integration and AI agent information from the source page at ClickUp and Make.com AI agents.
- Work with specialists who design automation architectures for teams of all sizes, such as the consultants at Consultevo.
By combining a structured workspace with well-planned Make.com AI scenarios, you can keep ClickUp synchronized with the rest of your tool stack while saving time on repetitive work and gaining clearer visibility into every project.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
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