Integration
Connect ClickUp and Perfex CRM
When New Comment on a Task fires in ClickUp, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Add Task Checklist in ClickUp. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want ClickUp and Perfex CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What ClickUp and Perfex CRM can do together
From ClickUp to Perfex CRM
When New Comment on a Task in ClickUp
then Create Customer in Perfex CRM
From Perfex CRM to ClickUp
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with ClickUp and Perfex CRM
Triggers and actions 16 triggers · 27 actions
- New Comment on a Task
Triggers when a new Comment is added to a Task in ClickUp.
- New Folder
Triggers when new folders are created.
- New List
Triggers when new lists are created.
- New Task
Triggers when tasks are added.
- New Time Entry
Triggers when a new Time Entry is added using ClickUp Time tracking.
- Task Changes
Triggers when a task changes.
- Add Task Checklist
Add a checklist to a task
- Archive or Delete Task
Archive or delete ClickUp task
- Create Folder
Creates a new folder
- Create List
Creates a new list
- Create New Document
Create new document in the specific location
- Create New Document Page
Create new page in the specific document
- Create Space
A Space represents teams, departments, or groups, each with its own Lists, workflows, and settings.
- Create Subtask
Creates a new subtask
- Create Task
Creates a new task.
- Edit Document Page
Edit document page
- Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
- Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
- Find Documents
Search for documents by location.
- Find Task by ID
Find an existing task by its ID.
- Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
- Find User by Name or Email
Find an existing user by their name or their email.
- Post a Task Comment
Post a comment to a task
- Post Attachment
Post an attachment to a task.
- Send Chat Message to Channel
Post a message to a specific channel you choose.
- Send Direct Message
Send a direct message to a user or yourself.
- Time Tracked
Add time tracked to a task
- Update Task
Updates an existing task.
- New Contract
Triggers when a new contract is added in Perfex CRM.
- New Customer
Triggers when a new customer is added in Perfex CRM.
- New Estimate
Triggers when a new estimate is added in Perfex CRM.
- New Invoice
Triggers when a new invoice is added in Perfex CRM.
- New Lead
Triggers when a new lead is added in Perfex CRM.
- New Payment
Triggers when a new payment is added in Perfex CRM.
- New Project
Triggers when a new project is added in Perfex CRM.
- New Proposal
Triggers when a new proposal is added in Perfex CRM.
- New Task
Triggers when a new task is added in Perfex CRM.
- New Ticket
Triggers when a new support ticket is added in Perfex CRM.
- Create Customer
Creates a customer (company) in Perfex CRM.
- Create Lead
Creates a lead in Perfex CRM.
- Find Customer
Finds the first Perfex CRM customer matching a search text.
- Update invoice
Updates an existing invoice in Perfex CRM. Only the fields you fill in are changed.
- Update ticket
Updates an existing support ticket in Perfex CRM. Only the fields you fill in are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from ClickUp
ClickUp to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
ClickUp to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ClickUp to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
ClickUp to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
ClickUp to MailchimpMailchimp marketing automation and email platform.
ClickUp to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Perfex CRM
Gmail to Perfex CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Drive to Perfex CRMGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
ClickUp and Perfex CRM, answered
What can start an automation from ClickUp?
Any of ClickUp's 6 triggers in the catalog, including New Comment on a Task, New Folder, New List and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Perfex CRM when something happens in ClickUp?
Any of Perfex CRM's 5 actions, including Create Customer, Create Lead, Update invoice and Update ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to ClickUp?
Yes. When something happens in Perfex CRM, your agent can act in ClickUp too. This page covers both directions: Perfex CRM's triggers and ClickUp's actions are listed here as well.
Do I have to build a connector for ClickUp or Perfex CRM?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use ClickUp and Perfex CRM without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.