ClickUp integrations

ClickUp is a multifaceted project management tool that supports a variety of collaborative work for teams of all sizes. With ClickUp's intuitive interface, users can manage tasks, docs, goals, and more, all from within a unified workspace. Relay enhances ClickUp's capabilities by adding workflow automations that can handle tasks like task creation and updates, and allowing seamless integration with AI models and human input, fostering a fluid and adaptable work environment.

ClickUp triggers and automations

box_add
Task created
Trigger
conversion_path
Task status changed
Trigger
add_comment
Add comment to task
Automation
add_task
Create task
Automation
edit
Update task
Automation

How-to guides featuring ClickUp

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Coda iconClickUp icon
Create tasks in ClickUp from new rows in a Coda table
Learn how to set up a Relay playbook that automatically creates a new task in ClickUp whenever a new row is added in Coda table.
Pipedrive iconClickUp icon
Create new tasks in ClickUp for new deals in Pipedrive
Learn how to set up a Relay playbook that automatically creates a new task in ClickUp whenever a new deal is added in Pipedrive. Managing new deals and ensuring that corresponding tasks are promptly created can be a challenge for sales and project management teams. In this guide, we'll show you how to seamlessly sync new deals in Pipedrive with task creation in ClickUp using Relay, streamlining your workflow and improving efficiency. Let's dive in and discover how to automate task creation in ClickUp for new deals in Pipedrive using Relay effectively.
Pipedrive iconClickUp icon
Add Pipedrive deals for new ClickUp tasks
Learn how to set up a Relay playbook that automatically adds a new deal in Pipedrive whenever a new task is created in ClickUp. Managing deals and tasks across different platforms can be prone to error, but with Relay, you can seamlessly add Pipedrive deals as new tasks in ClickUp automatically. In this guide, we'll walk you through the step-by-step process of setting up this integration to streamline your workflow and improve collaboration between sales and project management teams.
Pipedrive iconClickUp icon
Create new tasks in ClickUp from new Pipedrive leads
Learn how to set up a Relay playbook that automatically creates a new task in ClickUp whenever a new lead is added in Pipedrive. Managing leads and tasks efficiently is crucial for success. With Relay, we can seamlessly integrate ClickUp and Pipedrive to streamline your workflow and maximize productivity. This guide will walk you through the process of automating the creation of tasks in ClickUp whenever a new lead is added in Pipedrive, ensuring that no opportunity slips through the cracks.

Do more with ClickUp and Relay

Dynamically manage task lifecycles

Synchronize your team's workload efficiently by automating task creation and progress tracking within ClickUp. Relay can automatically create new tasks when predefined triggers are met in other apps, such as a new lead in your sales pipeline or a support ticket in your helpdesk software. Update tasks in ClickUp when the status changes in other integrated tools, keeping everything in perfect sync and maintaining clear visibility for the entire team.

Incorporate AI insights into task management

Improve your project management by infusing AI into ClickUp tasks. With Relay, streamline your workflows by using AI to generate project briefs, summarize progress reports, or categorize tasks based on their contents. Tasks that require a nuanced approach can be flagged for human review, ensuring that AI outputs meet your standards before being used in client-facing materials or critical reports.

Enhance communication and collaboration

Effective communication is key to project success. Use Relay to automate notifications within ClickUp for task status changes, ensuring that stakeholders remain informed in real-time. Relay also enables team members to collaboratively build workflows, so everyone knows their responsibilities at each task stage. Automate reminders for upcoming deadlines or pending approvals, and assign roles dynamically to match the team's workload.

Streamline task dependencies and milestones

Ensure that your project dependencies are managed effectively with Relay’s automations. Set up triggers for when a task changes status in ClickUp, prompting updates or new task creations in dependent workflows across your work stack. With this seamless integration, you can guarantee that milestones are met on time and dependencies are accurately reflected in real-time across all project aspects.

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