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Triggers and actions 7 triggers ยท 59 actions
Trigger
New Comment on a TaskTriggers when a new Comment is added to a Task in ClickUp.
Trigger
New FolderTriggers when new folders are created.
Trigger
New ListTriggers when new lists are created.
Trigger
New TaskTriggers when tasks are added.
Trigger
New Time EntryTriggers when a new Time Entry is added using ClickUp Time tracking.
Trigger
Task ChangesTriggers when a task changes.
Action
Add Task ChecklistAdd a checklist to a task
Action
Archive or Delete TaskArchive or delete ClickUp task
Action
Create FolderCreates a new folder
Action
Create ListCreates a new list
Action
Create New DocumentCreate new document in the specific location
Action
Create New Document PageCreate new page in the specific document
Action
Create SpaceA Space represents teams, departments, or groups, each with its own Lists, workflows, and settings.
Action
Create SubtaskCreates a new subtask
Action
Create TaskCreates a new task.
Action
Edit Document PageEdit document page
Action
Find a List of All TasksFinds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Find Custom FieldsView the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Find DocumentsSearch for documents by location.
Action
Find Task by IDFind an existing task by its ID.
Action
Find the Most Recent TaskFind the most recent task created in Workspace/Space/Folder/List.
Action
Find User by Name or EmailFind an existing user by their name or their email.
Action
Post a Task CommentPost a comment to a task
Action
Post AttachmentPost an attachment to a task.
Action
Send Chat Message to ChannelPost a message to a specific channel you choose.
Action
Send Direct MessageSend a direct message to a user or yourself.
Action
Time TrackedAdd time tracked to a task
Action
Update TaskUpdates an existing task.
Trigger
New ExpenseFires when a new expense is created. Backed by vendor webhook registration (POST /v1/webhooks, event=expense.created).
Action
Add ClientCreate a client. POST /v1/clients
Action
Add DepositCreate a deposit. POST /v1/deposits
Action
Add ExpenseCreate an expense. POST /v1/expenses
Action
Add InvoiceCreate an invoice. POST /v1/invoices
Action
Add ProductCreate a product. POST /v1/products
Action
Add QuoteCreate a quote. POST /v1/quotes
Action
Add VendorCreate a vendor. POST /v1/vendors
Action
Apply deposit to invoiceApply a deposit balance to an invoice. POST /v1/deposits/{depositId}/apply
Action
Delete ClientDelete a client. DELETE /v1/clients/{clientId}
Action
Delete ExpenseDelete an expense. DELETE /v1/expenses/{expenseId}
Action
Delete InvoiceDelete an invoice. DELETE /v1/invoices/{invoiceId}
Action
Delete ProductDelete a product. DELETE /v1/products/{productId}
Action
Delete QuoteDelete a quote. DELETE /v1/quotes/{quoteId}
Action
Delete VendorDelete a vendor. DELETE /v1/vendors/{vendorId}
Action
Get ClientRetrieve a client by id. GET /v1/clients/{clientId}
Action
Get DepositRetrieve a deposit by id. GET /v1/deposits/{depositId}
Action
Get ExpenseRetrieve an expense by id. GET /v1/expenses/{expenseId}
Action
Get InvoiceRetrieve an invoice by id. GET /v1/invoices/{invoiceId}
Action
Get ProductRetrieve a product by id. GET /v1/products/{productId}
Action
Get QuoteRetrieve a quote by id. GET /v1/quotes/{quoteId}
Action
Get VendorRetrieve a vendor by id. GET /v1/vendors/{vendorId}
Action
List ClientsList clients. GET /v1/clients
Action
List DepositsList deposits. GET /v1/deposits
Action
List ExpensesList expenses. GET /v1/expenses
Action
List InvoicesList invoices. GET /v1/invoices
Action
List ProductsList products. GET /v1/products
Action
List QuotesList quotes. GET /v1/quotes
Action
List VendorsList vendors. GET /v1/vendors
Action
Mark invoice as paidMark an invoice as paid. POST /v1/invoices/{invoiceId}/paid
Action
Send InvoiceSend invoice by email to the client. POST /v1/invoices/{invoiceId}/send
Action
Send QuoteSend quote by email to the client. POST /v1/quotes/{quoteId}/send
Action
Update ClientPartial update a client. PATCH /v1/clients/{clientId}
Action
Update ExpensePartial update an expense. PATCH /v1/expenses/{expenseId}
Action
Update InvoicePartial update an invoice. PATCH /v1/invoices/{invoiceId}
Action
Update ProductPartial update a product. PATCH /v1/products/{productId}
Action
Update QuotePartial update a quote. PATCH /v1/quotes/{quoteId}
Action
Update VendorPartial update a vendor. PATCH /v1/vendors/{vendorId}
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.