Triggers and Actions
Triggers (ClickUp → Workflows)
These are events in ClickUp that can initiate workflows :
| Trigger Name | Description |
|---|---|
| New Task | Fires when a new task is created in ClickUp |
| New Comment on a Task | Fires when a new comment is added to a task |
| New List | Fires when a new list is created |
| New Attachment Added to Task | Fires when an attachment is added to a task |
| Task Changes | Fires when a task is updated (status, due date, etc.) |
| New Reaction Added to Chat Message | Fires when a reaction is added to a public channel message |
| New Folder | Fires when a new folder is created |
| New Reaction Added to Task Comment | Fires when a reaction is added to a task comment |
| New Time Entry | Fires when time is logged via ClickUp’s time tracking |
Actions (Workflows → ClickUp)
These are actions that can execute in ClickUp through workflows:
| Action Name | Description |
|---|---|
| Archive or Delete Task | Archive or delete a task in ClickUp |
| Create New Document | Create a document in a specified location |
| Create Space | Create a new workspace/team space |
| Create Folder | Add a new folder to organize tasks and lists |
| Post a Task Comment | Add a comment to an existing task |
| Post Attachment | Upload a file or attachment to a task |
| Create Task | Generate a new task with fields like name, due date, assignee |
| Edit Document Page | Make changes to an existing ClickUp document page |
| Create New Document Page | Add a new page within an existing document |
| Create Custom Field[Coming Soon] | Add a custom field to a space, folder, or task |
| Create List | Create a new task list |
| Update Custom Field Value[Coming Soon] | Modify the value of a custom field on a task |
| Update Task | Update an existing task (status, due date, priority, etc.) |
| Find Task by ID | Locate a specific task using its ID |
| Find Documents | Search for documents within ClickUp |
| Find Custom Fields | Locate a specific custom field |
| Find a List of All Tasks | Fetch all tasks from a workspace/list |
| Find User by Name or Email | Look up users in ClickUp |
Getting Started
Follow these steps to start using ClickUp triggers and actions in your workflows:
Search in Workflows
Open your workflow builder and search for any ClickUp actions or triggers you’d like to add.
Connect Your Account
If your ClickUp account is already connected, you’ll see the configuration options right away.
If not, click Connect Now and complete the integration setup.
Alternative Method
You can also connect from Settings → Integrations.
Find ClickUp in the list of available integrations and complete the authorization process.
Once connected, you’ll be able to seamlessly add ClickUp triggers and actions to your automations.
How ClickUp Triggers Work
ClickUp triggers rely on webhooks through ClickUp’s API. When a trigger condition is met (like a new task or a status change), Workflows immediately processes the event and initiates the workflow