Connect Autopilot and ClickUp
Integrate Autopilot with ClickUp to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Autopilot + ClickUp flows
Start from a real workflow other teams are already running.
Choose a trigger
Autopilot
When this happens...
New Client
Updated Client
New Job
Updated Job
New Invoice
Updated Invoice
New Estimate
Updated Estimate
Choose an action
ClickUp
Automatically do this!
Find Lists in Space
List Workspaces
List Spaces
List Tasks
List Folders
Create Task
Get User Profile
Create List
Update Task
Update a List
Add Checklist and Items to a Task
Get Task
Add Time Entry
Archive or Permanently Delete Task
Update Custom Field Value
Find Custom Fields
Add Comment to Task
Create Subtask
Find Lists in Space in ClickUp when New Client in Autopilot
Use this flowList Workspaces from ClickUp when New Client in Autopilot
Use this flowList Spaces in ClickUp when New Client in Autopilot
Use this flowList Tasks from ClickUp when New Client in Autopilot
Use this flowList Folders in ClickUp when New Client in Autopilot
Use this flowCreate Task in ClickUp when New Client in Autopilot
Use this flowGet User Profile from ClickUp when New Client in Autopilot
Use this flowCreate List in ClickUp when New Client in Autopilot
Use this flowUpdate Task in ClickUp when New Client in Autopilot
Use this flowUpdate a List in Clickup when New Client in Autopilot
Use this flowSupported Triggers & Actions
Everything you can automate between Autopilot and ClickUp.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Runs when a new client or lead is added. Optionally only clients or only leads.
Updated Client
Runs when a client changes, including addresses and tags.
New Job
Runs when a new job is created.
Updated Job
Runs when a job is updated, optionally only for a chosen status.
New Invoice
Runs when a new invoice is created.
Updated Invoice
Runs when an invoice or its payments are updated. Optionally only for a chosen status.
Do thisActions
Action is the task that follows automatically within your Autopilot integrations.
Create Client
Create a client or lead with contact details, service address and tags.
Update Client
Update a client's contact info, type, billing address, notes or preferences. Requires client ID; empty fields unchanged.
Find Clients
Search clients and leads by text, email, phone, type, tag or creation date.
Add Client Address
Add a service address to a client, optionally as the primary address.
Create Job
Create a job for a client with schedule, crew, line items and discount.
Update Job
Change a job's status, dates, notes, address or details. Empty fields stay unchanged.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Autopilot
Autopilot is a CRM and field service management app for home service businesses: clients, jobs, scheduling, estimates, invoices and payments.
Learn moreSimilar apps
About ClickUp
Plan, track, and manage any type of work with project management that flexes to your team's needs.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Autopilot and ClickUp accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Autopilot and ClickUp as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ClickUp. No coding required.
Yes. You can set up a workflow where Autopilot triggers actions in ClickUp, and a separate workflow where ClickUp triggers actions in Autopilot. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Autopilot and ClickUp. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Autopilot and ClickUp integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
