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ClickUp integration

All-in-one productivity platform. Use ClickUp from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withTask Tag Updated
  2. ZoftAgent or workflow decides what happens next
  3. Then in ClickUpCreate Task
  4. AndCreate Channel
Illustrative flow built from ClickUp’s real triggers and actions.

Zoft + ClickUp

What Zoft can do with ClickUp.

  • 01Voice agentsA phone agent can use ClickUp actions such as Create Task and Create Channel during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update ClickUp while it talks to the customer.
  • 03WorkflowsStart a workflow when “Task Tag Updated” happens in ClickUp, or use ClickUp as any step on the canvas.
  • 04AI employeesAn AI employee can find and use ClickUp actions on its own, and ask for your approval before it sends or changes anything important.

Actions 31

Things Zoft can do in ClickUp.

  • Get ListGets a list in a ClickUp
  • Get SpaceGets a space in a ClickUp
  • Get SpacesGets spaces in a ClickUp workspace
  • Create TaskCreate a new task in a ClickUp workspace and list
  • Delete TaskDelete a task in a workspace and list
  • Get ChannelGets a channel in a ClickUp workspace
  • Update TaskUpdate task in a ClickUp workspace and list
  • Get ChannelsGets all channels in a ClickUp workspace
  • Get TaskGets a task in a ClickUp list
  • Create ChannelCreates a channel in a ClickUp workspace
Show all 31
  • Create MessageCreates a message in a ClickUp channel
  • Create SubtaskCreates a subtask in ClickUp
  • Delete MessageDeletes a message in a ClickUp channel
  • Update MessageUpdates a message in a ClickUp channel
  • Custom API CallMake a custom API call to a specific endpoint
  • Get Task by NameFetches a task by name in a ClickUp list
  • Get Task CommentsGets comments from a task in ClickUp
  • Get Message RepliesGets the replies of a message in a ClickUp channel
  • Create Message ReplyCreates a reply to a message in a ClickUp channel
  • Create Task CommentCreates a comment on a task in ClickUp
  • Get Channel MessagesGets all messages in a ClickUp channel
  • List Team TasksRetrieves the tasks that meet specific criteria from a Workspace.
  • Get Message ReactionsGets the reactions of a message in a ClickUp channel
  • Create Folderless ListCreate a new folderless list in a ClickUp workspace and space
  • Create Message ReactionCreates a reaction to a message in a ClickUp channel
  • Delete Message ReactionDeletes a reaction from a message in a ClickUp channel
  • Set Custom Field ValueAdd data to a Custom field on a task.
  • Create Task From TemplateCreate a new task from Template
  • List Time EntriesRetrieves time entries filtered by start and end date.
  • Get Accessible Custom FieldsView the Custom Fields available on tasks in a specific List.
  • Create Channel in Space/Folder/ListCreates a channel in a ClickUp workspace in a space, folder or list

Triggers 30

Events in ClickUp that can start a workflow.

  • Task Tag UpdatedTriggered when a tag is added or removed or renamed on a task.
  • Task MovedTriggered when a task is moved.
  • Goal CreatedTriggered when a new goal is created.
  • Goal DeletedTriggered when a goal is deleted.
  • Goal UpdatedTriggered when a goal is updated.
  • List CreatedTriggered when a new list is created.
  • List DeletedTriggered when a list is deleted.
  • List UpdatedTriggered when a list is updated.
  • Task CreatedTriggered when a new task is created.
  • Task DeletedTriggered when a task is deleted.
Show all 30
  • Task UpdatedTriggered when a task is updated.
  • Space CreatedTriggered when a new space is created.
  • Space DeletedTriggered when a space is deleted.
  • Space UpdatedTriggered when a space is updated.
  • Folder CreatedTriggered when a new folder is created.
  • Folder DeletedTriggered when a folder is deleted.
  • Folder UpdatedTriggered when a folder is updated.
  • Task Tag UpdatedTriggered when a task tag is updated.
  • Automation CreatedTriggered when a new automation is created.
  • Key Result CreatedTriggered when a new key result is created.
  • Key Result DeletedTriggered when a key result is deleted.
  • Key Result UpdatedTriggered when a key result is updated.
  • Task Comment PostedTriggered when a task comment is posted.
  • Task Status UpdatedTriggered when a task status is updated.
  • Task Comment UpdatedTriggered when a task comment is updated.
  • Task Assignee UpdatedTriggered when a task assignee is updated.
  • Task Due Date UpdatedTriggered when a task due date is updated.
  • Task Priority UpdatedTriggered when a task priority is updated.
  • Task Time Tracked UpdatedTriggered when a task time tracked is updated.
  • Task Time Estimate UpdatedTriggered when a task time estimate is updated.

Setup

Connect ClickUp in three steps.

  1. 01ConnectChoose ClickUp in Connections and approve access in the ClickUp sign-in window. Zoft never sees your password.
  2. 02Put it to workAdd ClickUp as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

More productivity integrations.

See all in Productivity

FAQ

ClickUp on Zoft, answered.

What can Zoft do with ClickUp?

Zoft supports 31 actions and 30 triggers for ClickUp. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect ClickUp to Zoft?

Choose ClickUp in Connections and approve access in the ClickUp sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use ClickUp?

Yes. Once ClickUp is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in ClickUp without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put ClickUp to work in your operation.

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