Connect ClickUp and Guidebook
Integrate ClickUp with Guidebook to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Custom List Item in Guidebook when When a new task is created in ClickUp
Create a Custom List in Guidebook when When a new task is created in ClickUp
Create Menu Item in Guidebook when When a new task is created in ClickUp
Create a Session in Guidebook when When a new task is created in ClickUp
Create Location in Guidebook when When a new task is created in ClickUp
Popular ClickUp + Guidebook flows
Start from a real workflow other teams are already running.
Choose a trigger
ClickUp
When this happens...
When a new task is created
When a task is updated
Choose an action
Guidebook
Automatically do this!
Update a Guide
Create a Custom List Item
Create a Custom List
Create Menu Item
Create Attendees
Connect Item to Main Custom List
Create a Session
Update a Session
Delete a Session
Create a Folder
Create Schedule Track
Create Video
Create Webviews
Create Location
Create Question Set
Create a Custom List Item in Guidebook when When a new task is created in ClickUp
Use this flowCreate a Custom List in Guidebook when When a new task is created in ClickUp
Use this flowCreate Menu Item in Guidebook when When a new task is created in ClickUp
Use this flowCreate a Session in Guidebook when When a new task is created in ClickUp
Use this flowCreate Location in Guidebook when When a new task is created in ClickUp
Use this flowCreate Question Set in Guidebook when When a new task is created in ClickUp
Use this flowUpdate a Guide in Guidebook when When a task is updated in ClickUp
Use this flowCreate a Custom List Item in Guidebook when When a task is updated in ClickUp
Use this flowCreate a Custom List in Guidebook when When a task is updated in ClickUp
Use this flowCreate Menu Item in Guidebook when When a task is updated in ClickUp
Use this flowSupported Triggers & Actions
Everything you can automate between ClickUp and Guidebook.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new task is created
Runs the workflow automatically whenever a new task is created.
When a task is updated
Runs the workflow automatically whenever any task is updated.
New Guide
Trigger when a new guide is created.
New Attendee(s)
Trigger when a new new attendee is created.
New Menu Item
Trigger when new menu item is created.
New Custom List
Trigger when a new custom list is created.
Do thisActions
Action is the task that follows automatically within your ClickUp integrations.
Find Lists in Space
Retrieve all lists in a space, including lists inside folders and those without a folder.
List Workspaces
List the teams (workspaces) accessible to the connected account.
List Spaces
List spaces in a team. Optionally filter by archived status and return selected fields.
List Tasks
Apply reusable components to workspace, space, folder, and list dropdowns
List Folders
List folders in a space, optionally filtering by archived status.
Create Task
Create a task in a list and set title or markdown description, assignees (by ID or email), group assignees, tags, status, priority, start/due dates (with time), time estimate, watchers, custom fields, parent, points, links, and notify/check options.
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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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 ClickUp
Plan, track, and manage any type of work with project management that flexes to your team's needs.
Learn moreSimilar apps
About Guidebook
Guide Book is a comprehensive digital platform that provides tools for creating mobile guides and personalized content delivery, helping organizations engage their audiences effectively.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClickUp and Guidebook 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 ClickUp and Guidebook 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 Guidebook. No coding required.
Yes. You can set up a workflow where ClickUp triggers actions in Guidebook, and a separate workflow where Guidebook triggers actions in ClickUp. 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 ClickUp and Guidebook. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClickUp and Guidebook integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
