Summary: With our ClickUp integration, users can extend their Ziflow online proofing operations to ClickUp. Users can automatically create and update tasks in ClickUp for new proofs, comments, decisions, and more to keep their team up to date with the tools they're already using.

Follow instructions on how to:

How to Connect with ClickUp

To integrate ClickUp with Ziflow open the Connect tab in the Ziflow account and then click on the Applications tab on the left. Once inside the Applications menu click on the "Connect Application" button and select Clickup from the list. You'll be asked to authenticate with ClickUp credentials and then authorize Ziflow to access the ClickUp account.

Connecting Ziflow with ClickUp application

Once this is done, you should see ClickUp integration on a connections list.


Setting up ClickUp automated flows

Once Ziflow and ClickUp are connected, you can begin setting up automated flows to send information to ClickUp. Start by going to the Connect tab and by clicking on the Create Flow button in the upper right corner of the screen.

Select Ziflow as the Application and choose which Event (new proof/version, decision made, new comment/reply, comment resolved, comment labeled) you want to trigger the integration.

Create flow with Ziflow as application and then select an event trigger

You will be presented with the event details page, which will vary depending on which event you selected. There are 8 different types of events:

New proof/version

New proof/version event settings in Ziflow
  1. Triggered by - select the type of request that will trigger the Zibot.

  2. Created in - select the Ziflow folder that will be monitored by this flow.

  3. Created by - select the user that will be responsible for this flow activation.


Proof updated

Proof updated event settings in Ziflow
  1. Triggered by - select the type of request that will trigger the Zibot

  2. Modified in - select the Ziflow folder that will be monitored by this flow


Decision made

Decision made event settings in Ziflow
  1. Triggered by decision made - select what level decision needs to be made to activate the flow.

  2. Type of decision - choose the type of decision that needs to be made to activate the flow.

  3. Created in - select the Ziflow folder that will be monitored by this flow.


New comment/reply

New comment/reply event settings in Ziflow
  1. Triggered by new comment / new reply - choose which option should activate the flow.

  2. Made by - choose if a Zibot should be activated by a specific reviewer or by anyone that adds a comment/reply.

  3. Created in - select the Ziflow folder that will be monitored by this flow.


Comment resolved

Comment resolved event settings in Ziflow
  1. Created in - select the Ziflow folder that will be monitored by this flow.


Comment labeled

Comment labeled event settings in Ziflow
  1. Comment is labeled as - select which label(s) should trigger a Zibot.

  2. Created in - select the Ziflow folder that will be monitored by this flow.


Stage updated

Stage updated event settings in Ziflow
  1. Triggered by - select which type of the stage updated event should trigger the Zibot

  2. Modified in - choose the Ziflow folder that will be monitored by this flow.


Stage started

Stage started event settings in Ziflow
  1. Triggered by - select which type of the stage updated event should trigger the Zibot

  2. Modified in - choose the Ziflow folder that will be monitored by this flow.


Setting up ClickUp Zibot action

After saving the event flow triggers, choose a ClickUp Zibot action that will pass information set in the previous step directly to ClickUp:

Setting up ClickUp Zibot actions in Ziflow

Use the following Zibots:

  1. Create ClickUp task - adds a new item inside the selected workspace and project. The List ID, Task name, and Description fields can be entered using our built-in token selector.

    Create ClickUp task Zibot configuration

  2. Search ClickUp list - with this Zibot you can search ClickUp lists:

    Search ClickUp list Zibot configuration

  3. Update ClickUp task - with this Zibot you can update the required task in the ClickUp workspace:

    Update ClickUp task Zibot configuration

  4. Search ClickUp task - with this Zibot you can search the required ClickUp task:

    Search ClickUp task Zibot configuration
  5. Comment ClickUp task - with this Zibot you can comment on the required ClickUp task:

    Comment ClickUp task Zibot configuration

  6. Update ClickUp custom field values - with this Zibot you can update the values of the task's custom fields.

    Update ClickUp custom field values Zibot configuration

    And you're done! Ziflow will now send or update data in the user's designated ClickUp account.

    Supporting Material:

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