You can now connect ClickUp directly inside Workflows — turning CRM events into tasks, documents, and projects without manual setup or using webhooks.
✅ What’s New
Triggers (from ClickUp → HighLevel):
- New Task – Fires when a new task is created.
- Task Changes – Fires when task details change (status, due date, priority).
- New List – Fires when a new task list is created.
- New Folder – Fires when a new folder is created.
- New Comment on a Task – Fires when someone comments on a task.
- New Attachment on Task – Fires when a file is added to a task.
- New Reaction on Task Comment – Fires when a reaction is added to a task comment.
- New Reaction on Chat Message – Fires when someone reacts to a public chat message.
Actions (from HighLevel → ClickUp):
- Create Task – Generate a task with assignee, due date, and priority.
- Update Task – Change existing task details.
- Archive / Delete Task – Clean up tasks when no longer needed.
- Create Space / Folder / List – Build new project structures instantly.
- Post Task Comment / Attachment – Add notes or files directly to tasks.
- Create New Document – Save proposals, briefs, or notes in ClickUp Docs.
- Edit / Create Document Pages – Update or add pages to existing docs.
- Create / Update Custom Fields – Add or update data fields on tasks.
- Find Tasks, Documents, Custom Fields, Users – Look up what you need for automation.
🚀 Why This Matters
Managing delivery in ClickUp and CRM in HighLevel often meant double work. Now, everything stays in sync: leads and sales activity in HighLevel can automatically spin up tasks, documents, and project structures in ClickUp.
💡 Example Use Cases
Onboarding Forms → Tasks
- A client fills out an onboarding form in HighLevel.
- A new task is created in the “Client Setup” list in ClickUp with their details.
Deals → AI Proposals
- Opportunity moves to “Proposal” stage in HighLevel.
- GPT generates a personalized proposal.
- A new document is saved in ClickUp under “Sales Docs.”
Contracts → Projects
- When a deal is marked “Contract Signed,”
- A new Space is created in ClickUp (SEO, Ads, or Landing Page).
- Lists and tasks are added automatically, and internal notifications go to the right team.
🔌 How to Connect
- Open Workflows and search for ClickUp triggers or actions.
- Select a step → click Connect Now → log in to your ClickUp account.
- Alternatively, connect via Settings → Integrations → ClickUp.
⚠️ Notes & Details
Real-time triggers: ClickUp events fire instantly via webhooks.
Works with both free and paid ClickUp plans (advanced features like time tracking & custom fields require paid).
Support article Here
