Automate ClickUp with Make Integrations

ClickUp can connect to hundreds of other apps using Make, letting you build automated workflows without writing code. This step-by-step guide shows you how to set up the connection, use triggers and actions, and manage your scenarios safely.

What You Need Before Connecting ClickUp

Before you build an integration, make sure you have the following:

• An active ClickUp Workspace.
• A ClickUp account with permission to install apps and manage integrations.
• A Make account (free or paid, depending on your usage).
• At least one Space, Folder, and List created in your Workspace so Make can access your structure.

Once these are ready, you can authorize the integration and begin automating work across tools.

How to Connect ClickUp to Make

Follow these steps to connect your Workspace to Make.

Step 1: Open ClickUp in Make

1. Sign in to your Make account.
2. From the main dashboard, click Create a new scenario.
3. In the module search bar, type ClickUp.
4. Select the ClickUp app module from the results.

This opens the module configuration, where you can create a new connection.

Step 2: Authorize the ClickUp Connection

1. In the module window, click Add next to the Connection field.
2. A new window will appear prompting you to connect ClickUp.
3. Click Continue to open the ClickUp authorization page.
4. Log in to your ClickUp account if you are not already signed in.
5. Choose the Workspace you want Make to access.
6. Review the requested permissions and click Connect or Authorize.

After authorization, Make stores this connection so you can reuse it in other scenarios without repeating the setup.

Understanding ClickUp Triggers in Make

Triggers tell Make when to start a scenario based on changes in your Workspace. Once a trigger event happens, Make runs your scenario and performs the configured actions.

Common ClickUp Trigger Types

• Watch Tasks: Runs when new tasks are created or existing tasks are updated.
• Watch Lists or Folders: Activates when new Lists or Folders are created.
• Watch Comments: Executes when new comments are added to tasks.

Each trigger can be filtered, for example by Space, Folder, List, or task status, so you only automate the activity you care about.

How to Configure a ClickUp Trigger

1. In your scenario, click the + icon and choose the ClickUp module.
2. Select the trigger event, such as Watch Tasks.
3. Choose your ClickUp connection from the list.
4. Select the Workspace, Space, Folder, and List to monitor.
5. Set filters like status, assignee, or date ranges when available.
6. Define how often Make should check for new events (in the scenario schedule).

When your trigger is configured, you can continue building the scenario with additional modules.

Using ClickUp Actions in Make

Actions are operations Make performs in your Workspace once a scenario is triggered. They let you automatically create and manage items across your structure.

Popular ClickUp Actions

• Create Task: Automatically add a task when an event occurs in another app.
• Update Task: Change fields like status, assignee, or Custom Fields.
• Create List or Folder: Build new containers for organizing work.
• Add Comment: Post comments on tasks based on activity from other tools.

Configuring a ClickUp Action Step

1. After your trigger, click the + icon to add another module.
2. Select ClickUp and choose the desired action.
3. Pick your ClickUp connection.
4. Specify the Workspace, Space, Folder, and List when required.
5. Map data from earlier modules into task fields, such as title, description, due date, or assignee.
6. Set Custom Fields or tags if needed.

Mapping fields lets you pass information from any connected app into your tasks, creating rich, context-aware automation.

Building a Sample ClickUp Automation Scenario

This example shows how to automatically create tasks from another app using Make and your Workspace.

Example Scenario: Create Tasks from Form Submissions

1. In Make, create a new scenario.
2. Add a form or data source module (for example, a web form or CRM app) as the trigger.
3. Add a ClickUp > Create Task action module.
4. Choose your ClickUp connection.
5. Select the target Space, Folder, and List.
6. Map the form fields to the task name, description, and Custom Fields.
7. Optionally set priority, assignee, and due date.
8. Save and run the scenario once to test.
9. Turn on scheduling so the scenario runs automatically.

Now, every time someone submits the form, a new task is created in your chosen List with all necessary details.

Managing and Testing ClickUp Scenarios

Proper testing and monitoring keep your automations reliable and prevent unexpected behavior in your Workspace.

Test Your ClickUp Integration

• Use the Run once option in Make to test with sample data.
• Check the task, List, or Folder created in ClickUp to confirm field mappings.
• Review execution logs in Make to see input and output for each module.

If something does not look right, adjust the mapping, filters, or selected Workspace elements and run the scenario again.

Monitor and Maintain Scenarios

• Regularly review your Make dashboard for errors or failed runs.
• Update scenarios when you change your ClickUp structure, such as renaming Lists or moving Folders.
• Pause scenarios that are no longer needed to avoid unnecessary operations.

Ongoing maintenance ensures that your automations continue to match your evolving workflows.

Security and Permissions for ClickUp Integrations

When connecting external tools, always consider data security and permissions inside your Workspace.

• Only authorize Make with a ClickUp account that has the correct level of access.
• Review the scopes and permissions requested during the integration process.
• Limit access to sensitive Spaces and Lists where possible.
• Revoke or rotate connections if a team member leaves or roles change.

Managing permissions carefully helps protect your information while still benefiting from automation.

More Resources on ClickUp and Make

To dive deeper into this integration, you can review the official help guide from the platform: Create custom integrations with Make. For broader workflow design, automation planning, and implementation support, you can also explore expert resources at Consultevo.

By combining the flexibility of Make with the powerful features in ClickUp, you can streamline repetitive work, keep tools in sync, and build a more efficient, automated workspace.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

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