ClickUp Automations
Keep ClickUp in sync with CRM, support, and dev tools — tasks, statuses, and SLAs on autopilot.
6 automations for ClickUp
Pick any workflow and we'll build it for you.
Ticket → ClickUp Task
Create structured tasks from Zendesk/HubSpot tickets.
How it works
New ticket webhook
Map priority to ClickUp priority
Create task in Ops space
Link ticket URL
Assign default owner
Comment when ticket closes
Sprint Status Broadcast
Daily Slack digest of sprint burndown.
How it works
Cron weekday 9am
Pull sprint tasks
Calculate completion %
Post formatted Slack message
Flag blocked tasks
Ping owners of overdue items
Client Approval Gate
Move task when client approves email.
How it works
Client replies APPROVED
Parse email thread ID
Find ClickUp task
Move to Review Passed column
Notify delivery team
Start billing milestone timer
Recurring Compliance Tasks
Spawn monthly checklist tasks.
How it works
First of month trigger
Clone template task list
Assign per RACI matrix
Set due dates
Notify compliance lead
Escalate if incomplete by day 5
Git PR → QA Task
Auto-create QA subtasks when PR opens.
How it works
GitHub PR opened
Find linked ClickUp task ID in title
Create QA subtask
Assign QA engineer
Link PR URL
Move parent to In QA when checks green
Time Tracking Anomaly Alert
Detect missing time entries.
How it works
End of week trigger
Compare logged hours vs capacity
Flag gaps > 4h
DM individuals in Slack
Manager rollup if repeat offender
Export CSV to payroll prep sheet
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