Integrating ClickUp with Ziflow lets users create and update tasks in ClickUp for new proofs, comments, decisions, and more to keep the team up to date with the tools they're already using.

Available on: Pro Enterprise

Before setting up the integration between Ziflow and any third-party tool, you need to connect Ziflow with the application. 

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  1. Log into Ziflow. From the main navigation pane, select the Connect tab.
     
     
      
  2. Select Applications to open the applications list. Find the ClickUp application and select Connect. 
  3. Authenticate with ClickUp credentials and then authorize Ziflow to access the ClickUp account.
     
     
      
  4. Select the ClickUp tile again, choose the Settings tab, and select Show next to the Application fields on a proof to enable ClickUp fields at the proof level.
     
     

   

  Set up ClickUp automated flows

  Once Ziflow and SharePoint are connected, you can set up automated flows to send information to SharePoint.

  Before you begin, connect your Ziflow app. See Connect your Ziflow app.

  1. Choose Connect and select Create Flow in the upper-right corner of the window.
     
     

  2. Select Ziflow as the Application and choose which Event you want to start the integration. For more information, see Ziflow events.
     
     
      

  3. Add a ClickUp Zibot action to continue.

   

  ClickUp Zibot actions

  After choosing a Ziflow event, choose a ClickUp Zibot action that will pass the information from the Ziflow event directly to ClickUp.

  

   

  Create ClickUp task

  Use to add a new item to a selected workspace and project. 

  Field	Description
  List	Choose to select to the location from a space, folder, or from an ID or previous Zibot.
  List ID	If selected, enter the List ID or choose the appropriate token
  Workspace	Choose a workspace from the list.
  Space	Choose a Space from the list
  Folder	Choose a folder
  List	Choose a list
  Task name	Enter a task name or choose a token
  Description	Enter a description
  Assignees	Add assignees if required

  

   

  Search ClickUp list

  Use to search for a ClickUp list. This Zibot finds the list ID that you can reference in later Zibots in the flow.

  Field	Description
  Space	Choose to select a workspace or provide an ID
  Workspace	Choose a workspace from the list.
  Space	Choose a Space from the list
  Space ID	Enter an ID

  

   

  Update ClickUp task

  Use to update an already created ClickUp task, for example, when a new proof version is added to Ziflow.

  Field	Description
  Task ID	Enter the Task ID or choose the appropriate token
  Task name	Enter a task name or choose a token
  Description	Enter a description
  Status	Add a status if required

  

  Search ClickUp list in folder

  Field	Description
  Space	Choose to select from folder in the space or provide an ID or previous Zibot.
  Folder ID	If selected, enter the folder ID or choose the appropriate token
  Workspace	Choose a workspace from the list.
  Space	Choose a Space from the list
  Folder	Choose a folder from the list

  

  Search ClickUp task

  Use to search for a ClickUp task. This Zibot finds the task ID that you can reference in later Zibots in the flow.

  Field	Description
  List ID	Enter the List ID or choose the appropriate token
  Search task query	Enter the query

  

  Comment ClickUp task

  Use to send Ziflow comments to ClickUp tasks.

  Field	Description
  Task ID	Enter the Task ID or choose the appropriate token
  Comment text	Enter {$.comment.comment}

  

  Update ClickUp custom field values

  Use to update the values of the task's custom fields in ClickUp.

  Field	Description
  Task ID	Enter the task ID or choose the appropriate token
  Custom field	Choose to select fields on a list from a space, folder, or an ID or previous Zibot.
  Workspace	Choose a workspace from the list.
  Space	Choose a Space from the list
  Folder	Choose a folder
  List	Choose a list
  Field	Choose a custom field in ClickUp. Depending on the type you may have additional information to add.

  

   

  Connect Ziflow proofs with ClickUp tasks

  Once you've connected ClickUp to Ziflow, you can start linking proofs with ClickUp tasks from the Integrations tab while creating proofs or editing proof details.

  If you do not see ClickUp in the Integrations tab, enable it in the application settings. Go to the Connect tab, select the ClickUp application, choose the Settings tab, and select Show next to the Application fields on a proof to enable ClciUp fields at the proof level.

  To connect proofs in the Integrations tab, during the proof configuration, open an Integrations tab and select the ClickUp task details (workspace, space, folder, list, and task).

  

   

• Follow the instructions on how to:

  • Connect with ClickUp

  • Set up ClickUp automated flow

  • Set up ClickUp Zibot action

  Please note that before setting up the integration between Ziflow and any third-party tool, it is necessary to connect Ziflow with the external application first. The process of connecting Ziflow to external applications can be found below.

   

  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.

  

  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.

  

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

  • New proof/version

  • Proof Updated

  • Decision made

  • New comment/reply

  • Comment resolved

  • Comment labeled

  • Stage updated

  • Stage started

  • Comment reaction

   

  New proof/version

  

  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 who will be responsible for this flow activation.

  ---

   

  Proof updated

  

  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

  

  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

  

  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

  

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

   

  Comment labeled

  

  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

  

  1. Triggered by - select which type of the stage updated event should trigger the Zibot. There are three types of stage update events: reviewer added, reviewer removed, stage locked, and deadline changed.

  2. Modified in - choose the Ziflow folder that this flow will monitor.

   

  Stage started

  

  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.

   

  Comment reaction

  

  1. Triggered by - choose if you want to trigger a flow based on reactions added to comments or replies.

  2. Comment reacted with - select what type of reaction should trigger a flow.

  3. Created in - select the Ziflow folder that is going to be monitored by this flow.

   

   

  Setting up ClickUp Zibot action

   

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

  

  Use the following Zibots:

  1. Create ClickUp task - to add a new item to a selected workspace and project, simply specify the location within Clickup by selecting the appropriate dropdowns for workspace, space, folder, and list. Then, fill in the task name and description using the built-in token selector.

      

     

  2. Search ClickUp list - with this Zibot, you can search for a ClickUp list. This Zibot will collect list ID, and based on that, you can add the next Zibots, which will use this information further.

     

  3. Update ClickUp task - with this Zibot, you can, for example, update an already created ClickUp task when a new proof version is added to Ziflow.

      

     

  4. Search ClickUp task - with this Zibot, you can search the required ClickUp task. This Zibot will collect task ID, and based on that, you can add the next Zibots, which will use this information further.

     

  5. Comment ClickUp task - with this Zibot, you can post comments on the ClickUp tasks:

     

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

     

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

      

     Supporting Material:

     • FAQ: How can I use JSONPath in Webhook Zibots?

     • API Reference Page
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