How to Use the Unito Integration with ClickUp

The Unito integration for ClickUp lets you sync tasks, fields, and updates between ClickUp and other work tools so your teams can collaborate without switching apps. This guide walks you through connecting Unito, building flows, and managing your synced data.

Follow the steps below to set up your sync, customize which information moves between tools, and understand how this integration behaves in different workspaces.

What the Unito and ClickUp integration can do

With Unito, you can build two-way or one-way connections between ClickUp and other supported platforms. This makes it easier to keep tasks aligned across teams using different tools.

At a high level, Unito helps you:

• Connect ClickUp with other project management, development, or ticketing tools.
• Mirror work items, tasks, and key fields between platforms.
• Control which projects, lists, or folders are included in a sync.
• Keep assignees, statuses, comments, and other data up to date automatically.

Because Unito is built for cross-tool collaboration, you can manage the sync without leaving a simple web-based workflow builder.

Requirements before connecting Unito to ClickUp

Before you begin, make sure your ClickUp setup and permissions meet these basic requirements:

• A ClickUp Workspace where you have permission to connect apps or integrations.
• Access to the Unito web app with an account that can create or edit flows.
• The ability to sign in to any other tools you want to sync with ClickUp.

The exact options you see in Unito may vary based on your plan and the tools you connect, but the main setup flow stays the same.

How to connect Unito with ClickUp

Connecting Unito to ClickUp happens inside the Unito interface. You only need to authorize the connection once per workspace.

Step 1: Open Unito and start a new flow

1. Sign in to your Unito account from your browser.
2. Go to the section where you create a new flow (also called a sync or workflow).
3. Choose the option to add your first tool and select ClickUp from the list of available connectors.

Step 2: Authorize Unito to access ClickUp

1. When prompted, sign in with your ClickUp account credentials.
2. Review the requested permissions. Unito typically needs access to your workspace, Spaces, Folders, Lists, and tasks, so it can sync items into and out of ClickUp.
3. Approve the authorization request so Unito can read from and write to ClickUp on your behalf.

After you complete authorization, the ClickUp connection becomes available in Unito and can be reused for other flows.

Configure which ClickUp items to sync

Once the connection is active, you can decide exactly what will be synced between ClickUp and your other tool.

Select ClickUp workspaces, Spaces, and lists

1. In your Unito flow, choose ClickUp as one side of the sync.
2. Select the Workspace you want to use.
3. Pick the specific Space, Folder, or List whose tasks will be part of your synchronization.

Limiting the sync to specific lists or folders helps keep only relevant ClickUp tasks connected to your external tools.

Choose one-way or two-way sync with ClickUp

For each flow, you can decide how information should move between ClickUp and the other tool:

• Two-way sync: updates in either tool appear in both systems.
• One-way sync: data flows from ClickUp to the other platform, or from the other platform into ClickUp only.

In Unito, these rules are usually defined at the flow level, so you can mix different sync directions for different projects or workspaces.

Map fields between ClickUp and other tools

Field mapping controls which properties on a ClickUp task are synced and how they line up with fields in the other platform.

Set up ClickUp field mappings

1. In the field mapping section of your Unito flow, review the default mappings suggested for ClickUp.
2. Confirm core fields such as title, description, status, due date, and assignees.
3. Map ClickUp custom fields to equivalent fields in the other tool wherever possible.
4. Disable any fields you do not want to sync.

Good field mapping ensures that ClickUp tasks stay understandable for teams working in other systems, and vice versa.

Filter which ClickUp tasks are synced

Filters let you narrow down the tasks that enter your flow from ClickUp. In Unito you can usually filter by:

• List, folder, or Space.
• Task status or workflow stage.
• Assignee or team member.
• Labels, tags, or custom fields.

Combine filters to create a focused flow, such as syncing only open ClickUp tasks assigned to a specific team.

How updates sync between Unito and ClickUp

Once your flow is active, Unito keeps ClickUp synchronized according to your configuration.

• New tasks created in the connected ClickUp lists can appear automatically in the other tool.
• Changes to mapped fields, like status or due date, are mirrored where appropriate.
• Comments or discussions, when supported, are copied across so conversations stay aligned.
• Closing or deleting items may trigger updates, depending on your Unito settings.

Sync speed and behavior depend on Unito’s service, but the intent is to maintain near real-time alignment between ClickUp and your external systems.

Manage and troubleshoot your ClickUp flows

After launching your first flow, you can adjust settings as your ClickUp environment evolves.

Editing an existing ClickUp integration flow

1. Open the Unito dashboard and find the flow that includes ClickUp.
2. Pause the flow if you plan to make significant changes.
3. Update workspaces, lists, filters, or field mappings as needed.
4. Save your changes and resume the flow to apply the new rules.

Editing flows is useful when your ClickUp Spaces change, new lists are created, or your team updates its workflow.

Common issues with the ClickUp integration

If data is not syncing correctly between Unito and ClickUp, review these points:

• Make sure the ClickUp authorization has not expired or been revoked.
• Check that the lists or folders are still accessible with your current permissions.
• Verify that your filters are not excluding the tasks you expect to sync.
• Confirm field mappings are still valid, especially after adding or removing custom fields in ClickUp.

For full details and the latest behavior of the Unito connector, consult the official documentation on the Unito integration with ClickUp here: Unito integration for ClickUp.

Additional resources for optimizing ClickUp workflows

Using Unito is one strategy for making ClickUp the single source of truth for your teams. To further optimize your workspace structure, reporting, and automation strategies, consider expert guidance from resources such as Consultevo, which focuses on improving productivity and tool adoption.

By connecting Unito and ClickUp thoughtfully, mapping the right fields, and keeping your flows maintained, you can give every team a consistent view of work, no matter which tools they use day to day.

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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