ClickUp

· #67 most-used

The everything app for work — automated.

ProjectsProductivityCommunicationDocumentsScheduling

ClickUp is the unified platform for tasks, docs, goals, chat, and time tracking — the single workspace that replaces the patchwork of tools your team stitches together. Connect it to Actionist and your agents can create tasks from any trigger, update statuses and custom fields in real time, react to comments and channel messages, and spin up entire project structures in seconds. Every manual step between an event and a ClickUp action disappears.

Try ClickUp with Actionist Visit ClickUp

Average time saved

16 hours

per person · per month

≈ 2 workdays back

Eliminates manual work. Connecting ClickUp to Actionist eliminates the manual task creation, status updates, and cross-tool copy-paste that consume hours of context-switching every week.

Schedule

What your ClickUp agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs

7Agents at work

24/7Always on

Agents

Tue–Thu

Tue

Wed

Thu

10a

11a

12p

Multi-app workflows

ClickUp × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows

9Apps spanned

~79 hrsSaved / week

6Personas served

For customer success

Featured4 apps

Customer onboarding, in 60 seconds

When a new customer's welcome email lands in Gmail, your agent kicks off the entire onboarding sequence — it reads their tasks from ClickUp to confirm nothing is outstanding, creates the full onboarding task set in ClickUp for the assigned CSM, posts a handoff summary to the team's Slack channel, and drops the kickoff calendar event in Google Calendar — before the champagne has stopped fizzing. No copy-paste, no dropped steps, no late-night 'did you send the welcome?' panic.

~36 hrs / week

Time saved for your team — every week, on autopilot

The flow

Trigger·When a welcome email from a new customer arrives in Gmail

trigger

Step 1

Gmail

New customer welcome email arrives

read

Step 2

ClickUp

Find a List of All Tasks for this account

write

Step 3

ClickUp

Create Task for each onboarding milestone

write

Step 4

Slack

Post handoff summary to #customer-success

write

Step 5

Google Calendar

Create kickoff call event with CSM and customer

Result

Create Task for each onboarding milestonePost handoff summary to #customer-successCreate kickoff call event with CSM and customer

The win

Saved per run

3 hrs

Runs / week

~12×

Zero forgotten onboarding steps

Driven byCustomer Support Agent

ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Sales
28 min / week
Pipeline review prep
Manually compiling deal status, stall reasons, and ARR-in-flight from ClickUp tasks and CRM notes before every Monday pipeline call.
Sales Agent
0 min
Agent posts the snapshot
Monday brief lands in #sales with every stalled deal called out, deal value, last activity, and owner — written while the sales rep is still making coffee.
Marketing
21 min / week
Campaign task creation
Building campaign task lists in ClickUp by hand — copying brief details, assigning subtasks, setting due dates across Design, Copy, and Approval stages.
Marketing Agent
0 min
Agent scaffolds the campaign
When a campaign is approved, the agent creates the full ClickUp task structure with assignees and staggered due dates before the kickoff Slack message is sent.
Customer Support
28 min / week
Ticket-to-task transfer
Copying Zendesk or email ticket details into ClickUp tasks, setting priority, assigning to the right rep, and posting the first acknowledgement comment — all by hand.
Customer Support Agent
0 min
Agent triages instantly
New tickets become ClickUp tasks with priority set, rep assigned by load balance, and acknowledgement comment posted — in under 10 seconds, 24 hours a day.
Human Resources
11 min / week
New hire task setup
Creating the onboarding task list in ClickUp for each new hire, assigning the 30-60-90 day milestones, and notifying the manager — repeated for every joinee.
Human Resources Agent
0 min
Agent builds the onboarding plan
When an offer is accepted in the HRIS, the agent creates the full ClickUp onboarding task set with due dates, assigns the buddy, and notifies the manager automatically.
Finance
21 min / week
Expense task logging
Manually creating ClickUp tasks for each approved expense, setting the budget custom field, and cross-referencing the invoice against the project task — one by one.
Finance Agent
0 min
Agent logs the expense task
When an invoice or budget approval arrives, the agent creates the ClickUp tracking task with the amount in the custom field and links it to the project in under a minute.
Operations
42 min / week
Cross-team dependency mapping
Finding dependent tasks across ClickUp lists, manually creating task dependencies between Engineering, Product, and Ops items, and chasing status updates in Slack.
Operations Agent
0 min
Agent wires the dependencies
The agent reads all related tasks across lists, creates the dependency links, and posts a consolidated blocker map to #ops-standup so nothing gets missed in planning.
Legal
9 min / week
Contract task filing
Creating a ClickUp task for each contract, attaching the document, setting the review deadline, and notifying legal reviewers — a repetitive ritual for every new agreement.
Legal Agent
0 min
Agent files the contract task
When a contract arrives via email or DocuSign, the agent creates the ClickUp review task, attaches the file, assigns the legal reviewer, and sets the deadline — automatically.

+ 100s of other ClickUp automations

Average monthly

16 hrs / person / month

Average monthly

16 hrs / person / month

Calculator

Calculate what your team saves

Team size

10 people

Hourly rate

$20 / hr

Hours saved / week

Hours saved / year

2,000

Annual ROI

$40,000

Based on ClickUp's typical team usage — the visible tasks plus a few other automations the agent runs: ~4 hrs / person / week of admin work automated.

Connect

How to plug ClickUp into Actionist

Pick the connection method that suits your environment.

The fastest path to full ClickUp control. Install ClickUp's MCP server in one click and the agent reaches your workspace through a permissioned OAuth handshake — 50+ tools, no tokens to copy-paste, and permissions scoped to exactly what you authorise.

Open the Apps tab

Find ClickUp in the Apps library and click Connect. MCP is selected by default.

Authorise in ClickUp

A ClickUp OAuth window opens — sign in and select the workspaces the agent should access. Read and write permissions are requested; you can restrict to specific spaces if needed.

Test the connection

Actionist runs a read-only call to verify the handshake. You're ready.

Actions

82 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

10 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

Skills

Skills that pair with ClickUp

Reusable agent skills that work well alongside this app.

ClickUp

Manages tasks, lists, folders, and spaces via the ClickUp REST API with built-in pagination and subtask support.

ClickUp

ClickUp API integration with managed OAuth, covering tasks, lists, folders, spaces, workspaces, users, and webhook management.

Shopify

Shopify integration for ecommerce automation — currently under maintenance. Contact founders@maton.ai for assistance.

MCP servers

MCP servers that work with ClickUp

Connect Actionist to MCP servers built for or around this app.

clickup

Official

Official ClickUp MCP server — manages tasks, lists, checklists, comments, and project workflows.

clickup-mcp

Official

Lightweight official ClickUp MCP server with 37 tools and 95%-smaller token-optimised responses.

nicholasbester/clickup-cli

Community ClickUp MCP server covering all ~130 API endpoints with 143 tools and compact responses (~98% token reduction).

FAQs

Questions about ClickUp + Actionist

How do I connect ClickUp to Actionist?

Open the Apps tab, find ClickUp, and click Connect. Select MCP for the fastest setup — a ClickUp OAuth window opens, you authorise the workspaces you want the agent to access, and Actionist verifies the connection with a read-only call. If you prefer a direct API token, select 'API Access Token' instead and paste your Personal API Token from ClickUp Settings → Apps.

Which ClickUp objects can the agent read and write?

The agent covers tasks, subtasks, lists, folders, spaces, comments, custom fields, goals and key results, time entries, attachments, space tags, and task dependencies. It can also create and edit ClickUp Docs and Doc pages, send Chat messages and DMs, and manage task access permissions.

What credentials does the agent need?

For MCP (recommended), your ClickUp OAuth credentials are used — no token management required. For the API token method, you need a Personal API Token from ClickUp Settings → Apps. The token inherits your account's permissions, so confirm the connected account has access to the spaces and lists the agent needs to operate in.

Can the agent read and write custom task fields?

Yes. Use 'Find Custom Fields' to discover field IDs in a list, then 'Update Custom Field Value' or 'Set a custom field' to write structured data. Custom fields — text, number, dropdown, date, currency — are all supported. The agent resolves field IDs dynamically so your automations don't break when you rename a field.

Can ClickUp work alongside other apps in the same automation?

Yes — most ClickUp automations are multi-app by nature. Combine ClickUp with Gmail, HubSpot, Slack, Google Calendar, Notion, Stripe, GitHub, and more. A single trigger — a new Typeform submission, an email, a HubSpot deal — can create ClickUp tasks, update records in your CRM, and fire a Slack notification in one workflow run.

How do I prevent trigger loops when the agent updates tasks?

Two safeguards: first, add a filter to the 'Task Changes' trigger that skips events where the change was made by the integration's API user. Second, use a custom field (e.g. 'Agent Updated: true') and check its value before triggering — if the agent just set it, skip the run. Together these prevent the update → trigger → update cycle that causes infinite loops.

What are the most effective ClickUp automations to start with?

The highest-ROI automations are: (1) intake triage — convert form submissions or emails into ClickUp tasks with the right assignee and due date; (2) status-to-notification — fire Slack or email updates when tasks hit key statuses; (3) cross-system sync — keep ClickUp tasks aligned with HubSpot deals or GitHub issues; and (4) scheduled reporting — summarise open tasks, blockers, and velocity on a recurring cadence.

Why does the Task Changes trigger sometimes miss updates?

The Task Changes webhook watches specific lists and field types — if the updated field isn't in the configured watch list, the trigger won't fire. Check your list scope in the trigger settings and confirm the field type (custom fields, status, assignee) is included. Also verify the webhook subscription is still active; ClickUp webhooks expire if they fail to receive acknowledgement for an extended period.