Project Management

ClickUp Automations

Keep ClickUp in sync with CRM, support, and dev tools — tasks, statuses, and SLAs on autopilot.

6 Automations

6 automations for ClickUp

Pick any workflow and we'll build it for you.

ClickUp #1

Ticket → ClickUp Task

Create structured tasks from Zendesk/HubSpot tickets.

How it works

1

New ticket webhook

2

Map priority to ClickUp priority

3

Create task in Ops space

4

Link ticket URL

5

Assign default owner

6

Comment when ticket closes

ClickUp #2

Sprint Status Broadcast

Daily Slack digest of sprint burndown.

How it works

1

Cron weekday 9am

2

Pull sprint tasks

3

Calculate completion %

4

Post formatted Slack message

5

Flag blocked tasks

6

Ping owners of overdue items

ClickUp #3

Client Approval Gate

Move task when client approves email.

How it works

1

Client replies APPROVED

2

Parse email thread ID

3

Find ClickUp task

4

Move to Review Passed column

5

Notify delivery team

6

Start billing milestone timer

ClickUp #4

Recurring Compliance Tasks

Spawn monthly checklist tasks.

How it works

1

First of month trigger

2

Clone template task list

3

Assign per RACI matrix

4

Set due dates

5

Notify compliance lead

6

Escalate if incomplete by day 5

ClickUp #5

Git PR → QA Task

Auto-create QA subtasks when PR opens.

How it works

1

GitHub PR opened

2

Find linked ClickUp task ID in title

3

Create QA subtask

4

Assign QA engineer

5

Link PR URL

6

Move parent to In QA when checks green

ClickUp #6

Time Tracking Anomaly Alert

Detect missing time entries.

How it works

1

End of week trigger

2

Compare logged hours vs capacity

3

Flag gaps > 4h

4

DM individuals in Slack

5

Manager rollup if repeat offender

6

Export CSV to payroll prep sheet

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