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.
To install Ziflow in ClickUp to see and review proofs from ClickUp tasks, see Add Ziflow to ClickUp.
Available on: Pro Enterprise
Before setting up the integration between Ziflow and any third-party tool, you need to connect Ziflow with the application.
- Log into Ziflow. From the main navigation pane, select the Connect tab.
- Select Applications to open the applications list. Find the ClickUp application and select Connect.
- Authenticate with ClickUp credentials and then authorize Ziflow to access the ClickUp account.
- 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.
Choose Connect and select Create Flow in the upper-right corner of the window.
Select Ziflow as the Application and choose which Event you want to start the integration. For more information, see Ziflow events.
- 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.
ClickUp integration glossary
ClickUp Zibots use these ClickUp concepts in their automations.
| Term | Definition |
| Workspace | The top-level ClickUp environment that contains all spaces, users, settings, and work. |
| Space | A top-level organizational area usually representing a department, team, or function. |
| Folder | An ClickUp organizational container inside a Space that groups Lists together. |
| List | A ClickUp container that holds related tasks. |
| Task | The core work item in ClickUp. Tasks can include descriptions, assignees, due dates, comments, attachments, and subtasks. |
| Assignee | The person responsible for completing a task in ClickUp. |
| Custom field | A user-defined field in ClickUp that is added to tasks to track specific metadata such as priority, client, or approval status. |
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
Use to search lists within folders.
| 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).
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