Create a ClickUp Chat Webhook

/ ClickUp / By

Create a ClickUp Chat Webhook Automation

This guide explains how to set up a Chat webhook Automation in ClickUp so your workspace can instantly post task updates, comments, and status changes into your preferred chat tool.

By the end of this tutorial, you will know how to configure the webhook, choose the right trigger, customize the message, and safely test the integration.

What is a Chat webhook in ClickUp?

A Chat webhook sends information from ClickUp to another app whenever specific events occur in your Workspace. Instead of checking notifications manually, your chat channel receives real-time messages from tasks or subtasks that match your Automation conditions.

With a Chat webhook Automation, you can automatically post updates such as:

  • New tasks created in a List or Folder
  • Task status changes, like from Open to In progress
  • New comments or assigned comments
  • Due date or assignee changes

This is ideal for teams that rely on chat tools to track progress and need ClickUp updates in a single, shared channel.

Before you create a ClickUp Chat webhook

Prepare a few things before building the Automation in ClickUp:

  • Access to a Space, Folder, or List where you can manage Automations
  • Permission to create Automations in that location
  • A chat tool or service that can receive webhook requests and display messages

You should also have a clear idea of which events you want to send from ClickUp to your chat app, such as task creation, status changes, or comment activity.

How to set up a Chat webhook Automation in ClickUp

Follow these steps to create your first Chat webhook Automation in ClickUp.

Step 1: Open the Automations menu in ClickUp

  1. Navigate to the Space, Folder, or List where you want the Automation to run.
  2. Open the settings or toolbar for that location.
  3. Select the Automations option to open the Automations menu.

This menu is where you create, edit, enable, or disable all Automations for that part of your ClickUp hierarchy.

Step 2: Create a new ClickUp Automation

  1. In the Automations menu, click Add Automation or a similar button to create a new rule.
  2. Choose to create a custom Automation if prompted.
  3. You will see a layout with a trigger on the left and an action on the right.

Every Automation in ClickUp follows the same format: When [trigger] happens, then [action] occurs.

Step 3: Choose a trigger for your ClickUp webhook

Select the event in ClickUp that should send data to your chat tool. Common triggers for Chat webhook Automations include:

  • Task created: Fires when a new task is added to the selected location.
  • Status changes: Sends a message whenever the task status is updated.
  • Comment added: Posts a notification when someone comments on a task.
  • Assignee changed: Notifies your team when a task is assigned or reassigned.

After choosing the trigger, you can often narrow it down with conditions, such as status equals Done or assignee is a specific person.

Step 4: Set the action to post to a Chat webhook

  1. On the action side of the Automation builder, open the list of available actions.
  2. Select the option related to sending a message to Chat via webhook. This will typically reference a Chat webhook or chat integration.
  3. Click to open the configuration panel for this action.

The action defines exactly what ClickUp should send and where it should send it.

Step 5: Configure the Chat webhook URL and payload

Now you need to connect ClickUp with your chat service.

  1. In your chat tool, create or copy an existing incoming webhook URL.
  2. Paste the webhook URL into the Chat webhook action field in ClickUp.
  3. Customize the message payload using fields and variables.

Typical fields and options include:

  • Message text: A template that may include task name, status, assignee, due date, and a direct link to the task.
  • Dynamic variables: Insert task fields from ClickUp, such as [Task Name], [Status], or [Assignee], depending on the builder UI.
  • Optional formatting: Some webhooks support basic formatting, such as bold text or line breaks.

Make sure the payload matches the requirements of your chat platform so that messages display clearly.

Step 6: Add conditions and filters in ClickUp

To avoid noisy channels, refine your Automation with conditions:

  • Only trigger when the status changes to a specific value, like Done or Blocked.
  • Limit to tasks in a certain List or Sprint.
  • Send messages only when tasks are assigned to particular team members.

These conditions help ensure your Chat webhook only fires for important events in ClickUp.

Step 7: Name, save, and enable your Automation

  1. Give the Automation a clear, descriptive name, such as Send Done tasks to team Chat.
  2. Check that the trigger, action, and webhook URL are accurate.
  3. Turn the Automation on or confirm it is enabled.

Once enabled, ClickUp will start sending messages via the Chat webhook whenever the trigger conditions are met.

Testing your ClickUp Chat webhook Automation

Before relying on the Automation for production workflows, perform a quick test.

  1. Create or update a task to match the chosen trigger.
  2. Watch the connected chat channel or destination for a new message.
  3. Verify that the content, formatting, and task link look correct.

If you do not see a message, double-check:

  • The Automation status in ClickUp (enabled vs. disabled)
  • The webhook URL in your Chat action
  • Any filters or conditions that may be blocking the event

Managing and editing ClickUp Chat webhook Automations

You can adjust or turn off a Chat webhook Automation at any time:

  • Return to the Automations menu for the relevant Space, Folder, or List.
  • Locate the specific Automation in your list of rules.
  • Edit the trigger, action, message template, or webhook URL as needed.
  • Temporarily disable the Automation if you are testing new settings.

Regularly review your ClickUp Automations to keep your chat channels focused and relevant.

More resources for optimizing ClickUp

For detailed, source-level guidance on this feature, you can review the official documentation on how to create a Chat webhook Automation in ClickUp at this help center article.

If you want expert help optimizing your workflows, integrations, and Automations across your entire workspace, you can also explore consulting services at Consultevo.

With a well-configured Chat webhook Automation in ClickUp, your team can stay synchronized, reduce context switching, and act faster on critical task updates directly from your chat environment.

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

“`