ClickUp Automation Templates Guide

ClickUp users can dramatically reduce manual work by combining their workspace with powerful n8n automation templates. This guide walks you step by step through understanding the templates, choosing the right ones, and customizing them for your own workflows.

All instructions below are based on the official n8n automation template collection described here: ClickUp n8n templates overview.

What Are n8n Templates for ClickUp?

n8n is a visual, no-code automation platform. Its templates for ClickUp are pre-built workflows that connect your workspace with tools like Slack, HubSpot, Google Sheets, Gmail, and more.

Instead of building automations from scratch, you can start from a template and quickly adjust a few nodes and credentials.

Key Benefits of ClickUp n8n Templates

• Automate repetitive task creation and updates
• Sync data between ClickUp and your CRM or marketing tools
• Trigger alerts in chat apps when work changes status
• Standardize how information enters and moves through your workspace

How to Get Started With ClickUp n8n Templates

Before you can use templates, you need accounts and basic access set up.

Step 1: Prepare Your Accounts

1. Create or sign in to your ClickUp workspace.

2. Create or sign in to your n8n account (self-hosted or cloud).

3. Decide which external apps you want to connect, such as Slack, HubSpot, Google Sheets, Gmail, or Typeform.

4. Confirm you have permission to generate required API keys or OAuth access for those tools.

Step 2: Browse the Official Template Collection

Go to the official n8n template collection described in the ClickUp blog article on n8n templates. There you will see multiple automation examples grouped by use case.

Typical automation templates include:

• Convert Slack messages into structured tasks
• Post ClickUp task updates into Slack channels
• Create or update tasks from HubSpot records
• Log work items into Google Sheets
• Create tasks from Gmail emails
• Turn Typeform responses into trackable work items

Installing a ClickUp n8n Template

While interfaces may change slightly over time, the general approach to installing any template is very similar.

Step 3: Open the Template in n8n

1. From the template gallery, choose a ClickUp automation template that matches your goal (for example, “Create a task when a new Slack message is posted”).

2. Click the option to open or import it into your n8n workspace.

3. n8n will load a workflow canvas showing connected nodes such as triggers, ClickUp actions, and other apps.

Step 4: Connect Your ClickUp Account

Most templates include at least one node that interacts with ClickUp, such as “Create Task” or “Update Task”.

1. Select the ClickUp node in the workflow.

2. In the credentials or authentication section, create new credentials if none exist.

3. Authorize n8n to access your workspace via OAuth or an API token, following the prompts.

4. Test the connection in n8n to confirm that authentication is successful.

Step 5: Connect Other Apps in the Template

Depending on the template, you may need to connect additional tools:

• Slack (for incoming messages or notifications)
• HubSpot (for contact or deal events)
• Google Sheets (for rows and spreadsheets)
• Gmail (for email triggers)
• Typeform (for new form responses)

Repeat the same process you used for ClickUp: open the node, create credentials, authorize access, and test.

Customizing ClickUp Automation Templates

Once all credentials are connected, you can tailor the template so it fits your exact workflow and data structure inside ClickUp.

Step 6: Map Fields to ClickUp Task Properties

Most templates map incoming data (like a Slack message or Typeform answer) directly to task fields.

1. Open the ClickUp task node in n8n.

2. Review how the template maps data to fields such as:

   • Task name
   • Description
   • Assignee
   • Due date
   • Custom fields

3. Update field mappings so they match your lists, custom fields, and naming conventions.

4. Use n8n expressions if you want to combine multiple values into one field.

Step 7: Configure Folders, Lists, and Statuses in ClickUp

Templates often use sample IDs for spaces, folders, lists, or statuses. You must replace these with IDs from your own ClickUp hierarchy.

1. In ClickUp, note the IDs or select the locations where you want tasks created or updated.

2. Back in n8n, open each ClickUp node and select the right space, folder, and list from the dropdown menus or paste the correct IDs.

3. Set appropriate statuses so new tasks appear in the right stage of your workflow.

Step 8: Add Filters and Conditions

To keep ClickUp organized, add simple logic nodes inside the n8n workflow.

• Only create tasks for messages in specific Slack channels
• Skip records that are missing critical data
• Route tasks to different lists based on form answers or HubSpot properties

By filtering early in the workflow, you avoid clutter and ensure only high-value work reaches ClickUp.

Testing and Activating Your ClickUp Automations

Before enabling a template in production, always run controlled tests.

Step 9: Run a Manual Test

1. Trigger the workflow manually inside n8n or generate a real event such as sending a test Slack message or filling out a form.

2. Check the execution log in n8n to confirm that each node runs without errors.

3. Open ClickUp and verify that the task or update appears in the correct list with the expected fields.

Step 10: Turn On the Automation

1. Once tests look good, switch the workflow from draft to active in n8n.

2. Inform your team how the new automation works and what data will appear in ClickUp.

3. Monitor early runs and adjust mappings, filters, or statuses as your process evolves.

Popular ClickUp Automation Use Cases

Here are some high-impact ways teams use n8n templates with ClickUp.

1. Turn Slack Messages Into ClickUp Tasks

Capture important requests dropped in Slack by automatically creating tasks. This helps support, product, and operations teams avoid losing work in long chat threads.

2. Sync HubSpot Records With ClickUp

When deals reach certain stages in HubSpot, create or update work in ClickUp so onboarding, implementation, or account management teams can start immediately.

3. Log Work in Google Sheets and ClickUp

Use a template to keep a spreadsheet in sync with your workspace. This is useful for reporting, lightweight time tracking, or export-friendly summaries.

4. Create ClickUp Tasks From Gmail

Turn structured emails into actionable items by mapping sender details, subject lines, and message bodies into task fields and comments.

5. Convert Typeform Responses Into ClickUp Items

When someone submits a form, automatically create tasks with all relevant answers. Teams use this to manage lead intake, internal requests, and support tickets.

Optimize Your Automation Strategy

To get lasting value from ClickUp automations, treat them like part of your process design, not just one-off hacks.

• Start with a single high-value template and expand gradually
• Review workflows quarterly to remove outdated steps
• Document which templates touch which spaces and lists
• Share a simple automation playbook with your team

If you want help planning a broader automation architecture around ClickUp and other tools, consider consulting specialists such as Consultevo, who focus on workflow optimization and integrations.

Next Steps With ClickUp and n8n

By combining ClickUp with n8n templates, you can eliminate manual handoffs, centralize work, and ensure nothing falls through the cracks. Start with one template that solves a real pain point, customize it to your lists and custom fields, and then expand to additional automations as your team gains confidence.

Revisit the official overview at the ClickUp n8n templates page periodically to discover new templates and ideas you can implement in your own 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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