ClickUp integration

What is ClickUp?

ClickUp is a project management platform used by teams to plan work, track tasks, and collaborate in one place.

The ClickUp integration supports two types of workflows:

Pipelines update ClickUp - the Create ClickUp Task and Update ClickUp Task actions open a task when a run fails, move it to another status after a deployment, or attach reports and comments.
ClickUp starts pipelines - the ClickUp trigger runs a pipeline when a task is created, changes status, or receives a comment.

Image loading... Pipeline that deploys a preview in a sandbox, tests it with Playwright, and reports back to the ClickUp task

Setting up the ClickUp integration

Navigate to the Integrations tab and click New integration.
Search for and select ClickUp in the Others category:

Image loading... ClickUp integration selection

The configuration window will show up:

Image loading... ClickUp integration configuration

Configure the following fields:

Integration name, e.g. My ClickUp integration
Personal token
Workspace ID - optional. By default, the integration uses the first workspace available to the token. If you have access to more than one, enter the ID of the workspace - the number in the ClickUp app URL, e.g. 1234567 in app.clickup.com/1234567/home

Info

You can adjust the privacy settings of your integration (i.e. who can use it and where) in the Permissions tab.

Once done, click Add a new integration to add it to your workspace.

Obtaining a ClickUp personal token

In ClickUp, click your profile avatar in the top menu and select Settings. Then click ClickUp API in the Integrations & ClickApps section of the left menu. You can also click Generate token in the integration configuration window in Buddy to open the same page.
Click Create token:

Image loading... API tokens page in ClickUp

Enter a description of the token, select its Expiration, and click Create token. ClickUp asks for your password before the token is created:

Image loading... Creating API token in ClickUp

Copy the token to the Personal token field in Buddy. ClickUp personal tokens start with pk_:

Image loading... Personal token in ClickUp

Warning

Copy the token before leaving the page. ClickUp does not display it again. If the token expires, generate a new token and update the integration in Buddy.

Warning

The integration acts on behalf of the owner of the token. Tasks created by pipelines and comments added to them are authored by that person, and the integration can only reach the spaces and lists that person has access to.