Using ClickUp actions in action flows

<body>
<p id="docs-hc-snippet" style="display: none;">Before you can include external actions in your action flows, you must connect the action builder to the external system.</p>
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<p id="docs-ai-summary-toggle">Summary: <span id="up-triangle">◀</span><span id="down-triangle">▼</span></p>
<p id="docs-ai-summary-content">Use ClickUp actions in action flows to connect external systems and automate task management from your support workflows. You can create, update, search, and look up tasks, comments, lists, users, and spaces, helping you keep work organized and collaboration in sync across platforms. Connect with OAuth2 and review permissions before authorizing.</p>
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<div class="body">
<div class="p">By connecting the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855513857306" target="_blank">action builder</a> to external systems, such as ClickUp, admins
can integrate Zendesk with external systems in automated workflows, improving
collaboration and maintaining a seamless experience across multiple platforms.<div class="note" id="zug_action_flow_external_ClickUp__note_i2z_jtz_v3c">
<span class="notetitle">Note:</span> The steps associated with external systems in action flows are
referred to collectively as <em class="ph i">external actions</em>.</div>
</div>
<div class="p">This article contains the following topics:<ul class="ul" id="zug_action_flow_external_ClickUp__ul_ysp_sn4_zgc">
<li class="li"><a class="xref" href="#topic_fcs_gtn_g3c">Connecting ClickUp to action builder</a></li>
<li class="li"><a class="xref" href="#topic_z1q_htn_g3c">Using ClickUp actions in action flows</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_fcs_gtn_g3c">
<h2 class="title topictitle2" id="ariaid-title2">Connecting ClickUp to action builder</h2>
<div class="body">
<p class="p">Before you can include external actions in your action flows, you must connect the
action builder to the external system.</p>
<div class="p">When connecting to external systems for use in action flows, the following best practices are recommended:<ul class="ul" id="topic_fcs_gtn_g3c__d8e13">
<li class="li">All external actions performed by an action flow are attributed to the user who connected the
external system. Therefore, it's a best practice to use a dedicated service
account rather than personal credentials when connecting to each external
system.</li>
<li class="li">All integrations request access to necessary scopes. However, it's important that you review and validate the scopes before authorizing the connection to the external system.</li>
<li class="li">When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.</li>
</ul>
</div>
<div class="p">
<strong class="ph b">To connect action builder to ClickUp</strong><ol class="ol" id="topic_fcs_gtn_g3c__ol_psh_lk4_zgc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_apps_integrations_icon.png">
<strong class="ph b">Apps and integrations</strong> in the sidebar, then select <strong class="ph b">Actions &gt; Action
flows</strong>.</span></li>
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855601898266" target="_blank">Create</a> or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9052312956570" target="_blank">edit</a> an action flow.</li>
<li class="li">Open the step sidebar.</li>
<li class="li">Under <strong class="ph b">External actions</strong>, click <strong class="ph b">ClickUp</strong>.</li>
<li class="li">Click <strong class="ph b">Connect</strong>.</li>
<li class="li">Follow ClickUp's prompts to enter your ClickUp access token and complete the
connection.<p class="p">The ClickUp connection uses OAuth2 authorization code flow
to authenticate securely with your ClickUp account. When you connect,
you will be redirected to ClickUp to authorize access. The connection
automatically refreshes tokens as needed to maintain
access.</p>
<p class="p">Review the permissions requested during the OAuth
authorization process. These permissions allow action flows to perform
operations on your behalf in ClickUp.</p>
<div class="note" id="topic_fcs_gtn_g3c__note_ilr_mtz_v3c">
<span class="notetitle">Note:</span> All
external actions performed by an action flow are attributed to the user
who connected the external system. Therefore, it is a best practice to
use a dedicated service account rather than personal credentials when
connecting to each external system.</div>
</li>
</ol>
</div>
<p class="p">After you've connected to the system, you'll see an indicator that it's connected and
details about the instance you're connected to, as well as the actions available for
ClickUp.</p>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_z1q_htn_g3c">
<h2 class="title topictitle2" id="ariaid-title3">Using ClickUp actions in action flows</h2>
<div class="body">
<div class="p">The following ClickUp actions are available:<ul class="ul" id="topic_z1q_htn_g3c__ul_jby_q44_zgc">
<li class="li"><a class="xref" href="#topic_lck_r44_zgc">Create task</a></li>
<li class="li"><a class="xref" href="#topic_epg_35z_v3c">Update task</a></li>
<li class="li"><a class="xref" href="#topic_vmc_h5z_v3c">Search tasks</a></li>
<li class="li"><a class="xref" href="#topic_alf_24q_jjc">Lookup task</a></li>
<li class="li"><a class="xref" href="#topic_rcd_lxm_pjc">Create comment</a></li>
<li class="li"><a class="xref" href="#topic_mjr_j4q_jjc">Lookup list</a></li>
<li class="li"><a class="xref" href="#topic_wfm_m4q_jjc">Lookup user</a></li>
<li class="li"><a class="xref" href="#topic_vmr_lkz_jjc">Lookup space</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_lck_r44_zgc">
<h3 class="title topictitle3" id="ariaid-title4">Creating a task</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Create task</em> action to create a new task in a ClickUp list. Dynamic
fields are loaded based on the list configuration and may include priority, due
date, start date, time estimate, tags, and custom fields.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_lck_r44_zgc__table_dgb_n11_w3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e223" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e225" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e223" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e225" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">List ID</code>, <code class="ph codeph">Task
name</code><p class="p">Optional: <code class="ph codeph">Description</code>,
<code class="ph codeph">Assignee</code>, <code class="ph codeph">Status</code>,
<code class="ph codeph">Parent task</code>, <code class="ph codeph">Notify
all</code>, and dynamic fields based on list
settings</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e223" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e225" style="text-align:left;vertical-align:top;">Task details including ID, name, description, status,
dates, URL, assignees, priority, due date, list information,
and space information.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_epg_35z_v3c">
<h3 class="title topictitle3" id="ariaid-title5">Updating a task</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Update task</em> action to update an existing task in ClickUp. Dynamic
fields are loaded based on the list configuration and may include priority, due
date, start date, time estimate, tags, and custom fields.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_epg_35z_v3c__table_xf2_1jz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e308" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e310" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e308" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e310" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">List ID</code>, <code class="ph codeph">Task
ID</code><p class="p">Optional: <code class="ph codeph">Task name</code>,
<code class="ph codeph">Description</code>,
<code class="ph codeph">Assignee</code>, <code class="ph codeph">Status</code>,
<code class="ph codeph">Parent task</code>,
<code class="ph codeph">Archived</code>, and dynamic fields based
on list settings</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e308" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e310" style="text-align:left;vertical-align:top;">Task details including ID, name, description, status,
dates, URL, assignees, priority, due date, list information,
space information, and archived status.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested2" id="topic_vmc_h5z_v3c">
<h3 class="title topictitle3" id="ariaid-title6">Searching tasks</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Search tasks</em> action to search for tasks in a ClickUp list with
various filters including status, assignee, tags, dates, custom fields, and
pagination options.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_vmc_h5z_v3c__table_qtw_kjz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e397" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e399" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e397" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e399" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">List ID</code><p class="p">Optional:
<code class="ph codeph">Status</code>, <code class="ph codeph">Include
closed</code>, <code class="ph codeph">Include archived</code>,
<code class="ph codeph">Assignee</code>, <code class="ph codeph">Tags</code>,
<code class="ph codeph">Due date after</code>, <code class="ph codeph">Due date
before</code>, <code class="ph codeph">Created after</code>,
<code class="ph codeph">Created before</code>, <code class="ph codeph">Updated
after</code>,<code class="ph codeph"> Updated before</code>,
<code class="ph codeph">Custom fields</code>, <code class="ph codeph">Include
subtasks</code>, <code class="ph codeph">Order by</code>,
<code class="ph codeph">Reverse order</code>,
<code class="ph codeph">Page</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e397" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e399" style="text-align:left;vertical-align:top;">Array of task objects containing ID, name, description,
status details, dates, creator information, assignees, tags,
parent task, priority, time tracking, list and space
information, and URL.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested2" id="topic_alf_24q_jjc">
<h3 class="title topictitle3" id="ariaid-title7">Looking up a task</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Lookup task</em> action to retrieve detailed information about a
specific ClickUp task by its ID.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_alf_24q_jjc__table_yhf_pjz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e514" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e516" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e514" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e516" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Task ID</code><p class="p">Optional:
<code class="ph codeph">Custom task IDs</code>, <code class="ph codeph">Team
ID</code>, <code class="ph codeph">Include
subtasks</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e514" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e516" style="text-align:left;vertical-align:top;">Task details including ID, name, description, status,
status type, dates, URL, assignees, priority, due date,
start date, time estimates, list and space information,
creator details, and tags.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested2" id="topic_rcd_lxm_pjc">
<h3 class="title topictitle3" id="ariaid-title8">Creating a comment</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Create comment</em> action to add a comment to a ClickUp task with
optional assignee and notification settings.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_rcd_lxm_pjc__table_kd3_mxm_pjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e589" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e591" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e589" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e591" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Task ID</code>, <code class="ph codeph">Comment
text</code><p class="p">Optional: <code class="ph codeph">Notify all</code>,
<code class="ph codeph">Assignee</code></p>
<p class="p"> </p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e589" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e591" style="text-align:left;vertical-align:top;">Comment details including ID, comment text, user
information (ID, username, email), resolved status, assignee
information, and date.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title9" class="topic nested2" id="topic_mjr_j4q_jjc">
<h3 class="title topictitle3" id="ariaid-title9">Looking up a list</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Lookup list</em> action to retrieve detailed information about a
ClickUp list by its ID, including statuses, priorities, folder, space, and
features enabled for the list.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_mjr_j4q_jjc__table_n25_xjz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e666" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e668" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e666" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e668" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">List ID</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e666" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e668" style="text-align:left;vertical-align:top;">List details including ID, name, order index, content,
status configuration, priority settings, assignee
information, dates, folder and space details, archived
status, custom statuses, and permission level.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title10" class="topic nested2" id="topic_wfm_m4q_jjc">
<h3 class="title topictitle3" id="ariaid-title10">Looking up a user</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Lookup user</em> action to retrieve information about a ClickUp user by
their user ID or email address.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_wfm_m4q_jjc__table_zlg_ckz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e731" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e733" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e731" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e733" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">User ID</code>,
<code class="ph codeph">Email</code> (at least one required)</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e731" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e733" style="text-align:left;vertical-align:top;">User details including ID, username, email, color,
profile picture, initials, role, custom role, last active
date, join date, and invite date.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title11" class="topic nested2" id="topic_vmr_lkz_jjc">
<h3 class="title topictitle3" id="ariaid-title11">Looking up a space</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Lookup space</em> action to retrieve detailed information about a
ClickUp space by its ID, including enabled features, statuses, and
configuration. </p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_vmr_lkz_jjc__table_wmr_lkz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e800" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e802" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e800" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e802" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Space ID</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e800" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e802" style="text-align:left;vertical-align:top;">Space details including ID, name, private status,
multiple assignees setting, statuses array, enabled features
(due dates, time tracking, tags, time estimates, checklists,
custom fields, dependencies, portfolios), and archived
status.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
</div>
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