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ClickUp and Moxo

With Moxo’s ClickUp automation, task creation in ClickUp becomes an effortless part of the workflow. This native integration streamlines task management, improves workflow efficiency, and ensures real-time updates across teams.

 

Adding ClickUp Automation to a Flow Template or Instant Flow

  1. In the Flow Builder, locate the desired step where automation should be inserted.
  2. Drag and drop Automation from the left-hand Control panel, or click the "+" icon between action steps and select Automation.





     

Adding ClickUp Automation to a Live Flow

  1. Navigate to the desired flow workspace.
  2. Click the "..." ellipsis icon.


     
  3. Select + Add New Action from the dropdown.
  4. Scroll down to choose Automation under Control.


     
  5. Locate the step where automation is required and click + Add Here.

 

Configuring a ClickUp Automation

In the automation interface, choose ClickUp from the available systems.

 

Step 1: Set Up App and Event

  1. Select ClickUp as the application.


     
  2. Choose the event: Create a Task.
  3. Click Next.

 

Step 2: Account Setup

  1. Click Connect to add an account, or click Choose to select from a pre-configured ClickUp account.

  2. Once connected, click Next to proceed.

 

Step 3: Add Input Details

For the "Create a Task" event, fill in the required fields. 

  1. Add Teams*: Select from the already configured teams in the ClickUp account. Teams in ClickUp are groups of users who can be assigned to tasks and have access to specific spaces.


     
  2. Click Next.
  3. Fill in the Space where you want to create the task.


     
  4. Select the Folder where you want to place your task files or details.


     
  5. Select the List.


     
  6. Fill in the task details:
    • Task Name*: Provide the name/title of the new task.
    • Task Description: Add a detailed description of the task (optional).
    • Task Due Date: Set a due date for the task (optional).
    • Task Assignee Email: Assign the task to a team member by entering their email address.


       
  7. Once done, click Next, review the configuration, and then Add Automation to save.

 

Editing an Automation in a Flow Template or Live Flow

  1. Hover over the automation step you want to modify.
  2. Click the Edit icon.


     
  3. Modify settings, such as the app, event, account type, or input fields, as needed.
  4. Click Save Changes to apply your edits.
  5. Click the Delete icon if you wish to delete the automation.

 

Automations can only be edited in saved flow and action templates or live workspaces where the automation is incomplete. Once the automation step is completed, it cannot be reopened or edited further.

 

Mapping Automations and Events in a Flow

Once a Flow is initiated, click on the “...” ellipsis icon next to the workspace name and select Automations & Events.

Here, you can view all upcoming and completed automations and events.



 

Mapping the Trigger in the Third-Party Application

Triggers created in ClickUp can be viewed by both internal users and clients.

To verify this:

  1. Go to the ClickUp platform.
  2. Based on the input provided within the flow, an event will be triggered in the relevant section.
  3. For example, if you select a specific Space and List in the input details, the task will appear in that Space and List, reflecting all input details such as task name, description, due date, and assignee.

 

Best Practices

  1. Pre-configure your ClickUp account: Before setting up automations, ensure that your ClickUp account is fully configured with Teams, Spaces, Folders, and Lists. This preparation makes the automation setup smoother and more efficient.
  2. Use DDR for dynamic data: Leverage Dynamic Data Reference (DDR) to link user inputs, form data, and metadata from previous actions, ensuring accuracy and reducing manual effort.
  3. Regularly audit automations: Periodically review your automations to ensure they align with updated data structures or project workflows, especially as your team’s needs evolve.