Integration

Connect ClickUp to Roam

When something happens in ClickUp, your agent does the next thing in Roam. Describe it in plain language and the automation is built, tested on every branch and kept running.

ClickUp6 triggersClickUp22 actionsRoam6 triggersRoam6 actions

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What do you want ClickUp and Roam to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with ClickUp and Roam

Triggers and actions 12 triggers · 28 actions

Trigger
New Comment on a Task
Triggers when a new Comment is added to a Task in ClickUp.
Trigger
New Folder
Triggers when new folders are created.
Trigger
New List
Triggers when new lists are created.
Trigger
New Task
Triggers when tasks are added.
Trigger
New Time Entry
Triggers when a new Time Entry is added using ClickUp Time tracking.
Trigger
Task Changes
Triggers when a task changes.
Action
Add Task Checklist
Add a checklist to a task
Action
Archive or Delete Task
Archive or delete ClickUp task
Action
Create Folder
Creates a new folder
Action
Create List
Creates a new list
Action
Create New Document
Create new document in the specific location
Action
Create New Document Page
Create new page in the specific document
Action
Create Space
A Space represents teams, departments, or groups, each with its own Lists, workflows, and settings.
Action
Create Subtask
Creates a new subtask
Action
Create Task
Creates a new task.
Action
Edit Document Page
Edit document page
Action
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Find Documents
Search for documents by location.
Action
Find Task by ID
Find an existing task by its ID.
Action
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Find User by Name or Email
Find an existing user by their name or their email.
Action
Post a Task Comment
Post a comment to a task
Action
Post Attachment
Post an attachment to a task.
Action
Send Chat Message to Channel
Post a message to a specific channel you choose.
Action
Send Direct Message
Send a direct message to a user or yourself.
Action
Time Tracked
Add time tracked to a task
Action
Update Task
Updates an existing task.
Trigger
Lobby Booked
Triggers when a lobby is booked.
Trigger
New Recording
Triggers when a new meeting recording is saved in your Roam.
Trigger
New Transcript
Triggers when a new transcript is saved in your Roam.
Trigger
On-Air: Event Created
Triggers when a new On-Air event is created.
Trigger
On-Air: Guest Added
Triggers when a guest is added to an On-Air event.
Trigger
On-Air: Guest RSVP Changed
Triggers when a guest changes their RSVP status on an On-Air event.
Action
Create Meeting Link
Creates a new Roam meeting link and returns its ID and shareable URL. Optionally set the host's email and the meeting's start and end times.
Action
Find User by Email
Looks up a member of your Roam organization by their email address and returns their profile, including user ID, name, photo and admin status.
Action
On-Air: Add Guest
Adds a guest to a Roam On-Air event by email, optionally setting their name, phone and RSVP status, and returns the created guest.
Action
On-Air: Find Event
Returns the On-Air events whose title contains the text you search for, taken from your most recent events. Returns an empty list when nothing matches.
Action
Send Channel Message
Posts a message to a Roam channel and returns the message's timestamp, which you can reuse to reply in the same thread.
Action
Send Direct Message
Sends a direct message to one person in Roam and returns the conversation ID plus the message's timestamp, which you can reuse to reply in the same thread.

Each app on its own

The other way round: Roam to ClickUp