ClickUp is a powerful project management tool and Zapier is an automation platform that connects your favorite apps. Combining both tools gives you the chance to automate dull tasks, increasing your productivity. This guide will help you, step by step, how to connect ClickUp with Zapier. It will also show you how to create simple workflows, also known as ‘Zaps’ having no prior experience.
What is Zapier and Why Use It with ClickUp?
Zapier is a one-stop automation shop that can link different applications. Rather than copying and pasting data, or switching between tools manually, actions are taken automatically based on triggers set up within Zapier.
Why pair it with ClickUp?
- Form and Calendar appointments can be automatically converted to ClickUp tasks
- Sync ClickUp with Slack, Google Sheets, Trello, Asana, and other applications
- Status updates and reminder notifications are now hands free
How to Connect ClickUp to Zapier: Step-by-Step
1. Create a Zapier Account
Go to zapier.com and sign up for a free account.
2. Log in to ClickUp
Having the correct permissions set, make sure to log into your ClickUp workspace. If you want to fully integrate the software, you might have to be an admin.
3. Authorize ClickUp in Zapier
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In Zapier, click on “My Apps”
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Search for “ClickUp”
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Click “Connect”
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A popup will ask you to log in and authorise Zapier to access your ClickUp account
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Allow permission, and your ClickUp account will now be connected
Creating Your First ClickUp Zap
A Zap is made up of two main parts:
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Trigger: The event that starts the automation
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Action: The result you want to happen automatically
Example Zap: Create a ClickUp Task from a New Gmail Email
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Start a New Zap
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Click “Create Zap” in your Zapier dashboard
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Choose the Trigger App
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Select Gmail
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Choose a trigger like “New Email Matching Search”
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Connect your Gmail account
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Add filter criteria if needed (e.g., emails with “To Do” in the subject)
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Choose the Action App
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Select ClickUp
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Choose “Create Task”
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Connect your ClickUp account
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Fill in the details:
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Workspace and Space
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Task Name (you can pull this from email subject)
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Description
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Due Date (optional)
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Assignee (optional)
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Test and Turn On
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Test the Zap with sample data
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If it works as expected, click “Publish” or “Turn Zap On”
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Useful ClickUp Automation Ideas with Zapier
Here are a few beginner-friendly automation ideas to try:
| Automation Idea | Trigger App | Action in ClickUp |
|---|---|---|
| Create tasks from Google Form responses | Google Forms | Create Task |
| Turn calendar events into tasks | Google Calendar | Create Task |
| Notify Slack when a new ClickUp task is created | ClickUp | Send Slack Message |
| Add Trello cards as ClickUp tasks | Trello | Create Task |
| Create recurring tasks from a schedule | Schedule (Zapier built-in) | Create Task |
Tips for Beginners
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Start small: Create simple Zaps before tackling complex ones
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Use filters: Zapier lets you add conditions so Zaps run only in certain situations
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Organise with folders: If you’re creating many Zaps, organise them into folders
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Turn off and edit: You can pause or edit Zaps at any time from your Zapier dashboard
Common Issues and Fixes
| Issue | Solution |
|---|---|
| ClickUp not showing all workspaces | Reconnect your ClickUp account and ensure you’re logged into the correct workspace |
| Zap isn’t triggering | Double-check your trigger app setup and test again |
| Data missing in ClickUp task | Map the correct fields from the trigger app in your Zap setup |
| Zap runs too many times | Use filters or limit the trigger condition |
Final Thoughts
Integrating ClickUp with Zapier is a smart way to simplify your workflow and cut down on manual effort. Once set up, your Zaps work quietly in the background, saving you time and ensuring your tools stay in sync. Whether you want to assign tasks from form submissions or receive Slack alerts for updates, Zapier makes it all possible with a few clicks — no coding required.