Connect Copilot and ClickUp to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client
Choose an Action
Automatically do this!
Get all Lists
Get all Teams
Get all Spaces
Get all Tasks
Get all Folders
Create a Task or subtask
Get User Info
Create a List
Create a Folder
Update a Folder
Update a Task
Update a Space
Update a List
New Checklist
Find Tasks by Custom Fields
Find a Task by Task ID
Find a User by Name or Email
Get a Comment in a Task
Create Task Attachment
Delete a task
Archive or Delete Task
Create Custom Field
Update Custom field Value
Find Custom Field
Post a Task Comment
Time Tracked
Ready to use Copilot and ClickUp automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Client
Trigger whenever any new client is created.
New Folder
Triggers when a new folder is created.
New List
Triggers when a new list is created.
New Task
Triggers when a new task is created.
Task Updated
Triggers when a task is updated.
Do thisActions
Action is the task that follows automatically within your Copilot integrations.
Create Client
Creates a new client.
Create Company
Create a new company.
Create Message Channel
Create a new message channel.
Create Link
Creates a link in a specified files channel.
Create Folder
Creates a new folder.
Create File
Creates a file in a specified files channel.
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Frequently Asked Questions
To start, connect both your Copilot and ClickUp accounts to viaSocket. Once connected, you can set up a workflow where an event in Copilot triggers actions in ClickUp (or vice versa).
Absolutely. You can customize how Copilot data is recorded in ClickUp. This includes choosing which data fields go into which fields of ClickUp, setting up custom formats, and filtering out unwanted information.
The data sync between Copilot and ClickUp typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Copilot and ClickUp. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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Plan, track, and manage any type of work with project management that flexes to your team's needs.
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