--- title: "Connect Salesforce and ClickUp - APIANT.ai" description: "When \"New object record\" fires in Salesforce, your agent runs \"Find User by Name or Email\" in ClickUp." canonical: "https://apiant.ai/connect/salesforce-to-clickup" --- # Connect Salesforce and ClickUp When **New object record** fires in [Salesforce](https://apiant.ai/connections/salesforce), your agent runs **Find User by Name or Email** in [ClickUp](https://apiant.ai/connections/clickup), or **New Comment on a Task** in ClickUp to **Create object record** in Salesforce. Describe the whole flow and it is built, tested on every scenario and kept running. Salesforce **2** triggers Salesforce **9** actions ClickUp **6** triggers ClickUp **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Salesforce and ClickUp to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Connecting ClickUp and Salesforce lets delivery work sit next to the customer record. A closed Opportunity in Salesforce can open an onboarding task in ClickUp, and a task moving to done in ClickUp can write the outcome back onto the Account or Case. Both sides keep the same owner, dates and notes. Example flows ## What Salesforce and ClickUp can do together ### From Salesforce to ClickUp - When **New object record** in Salesforce then **Find User by Name or Email** in ClickUp - When **New or updated object record** in Salesforce then **Post a Task Comment** in ClickUp ### From ClickUp to Salesforce - When **New Comment on a Task** in ClickUp then **Create object record** in Salesforce - When **Task Changes** in ClickUp then **Update object record** in Salesforce 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 Salesforce and ClickUp ## Triggers and actions 8 triggers · 31 actions - Trigger **New object record** Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending. - Trigger **New or updated object record** Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending. - Action **Create object record** Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values. - Action **Delete object record** Deletes an existing SObject record by object type and record ID. - Action **Describe object** Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names. - Action **Find most recent created or updated record** Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1). - Action **Find object records** Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches. - Action **Get object record** Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list. - Action **List objects** Lists all available SObject types (standard and custom) on the org. - Action **SOQL query** Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY. - Action **Update object record** Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204). - 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. ## Each app on its own - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) - [ **ClickUp** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connections/clickup) Reviews ## What our customers say ## More from Salesforce - [ **Salesforce to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesforce-to-slack) - [ **Salesforce to Google Sheets** Google Sheets](https://apiant.ai/connect/salesforce-to-google-sheets) - [ **Salesforce to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/salesforce-to-stripe) - [ **Salesforce to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/salesforce-to-shopify) - [ **Salesforce to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/salesforce-to-notion) - [ **Salesforce to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/salesforce-to-trello) ## More into ClickUp - [ **Gmail to ClickUp** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-clickup) - [ **Google Drive to ClickUp** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-clickup) - [ **Stripe to ClickUp** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-clickup) - [ **Pipedrive to ClickUp** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-clickup) - [ **ActiveCampaign to ClickUp** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-clickup) - [ **Airtable to ClickUp** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-clickup) Questions ## Salesforce and ClickUp, answered ### ### Can a new task in ClickUp find the right Salesforce record instead of creating a duplicate? Yes. Use the ClickUp New Task trigger with Salesforce Find object records to match on an equality field such as Account name, then update that record rather than creating another one. ### ### How does a Salesforce record reach the right place in ClickUp? The New object record and New or updated object record triggers pass the record fields, and the ClickUp Create Task, Create List or Update Task actions let you choose the list and set fields from them. You can add a checklist or post a comment on the same task afterwards. ### ### What can start an automation from Salesforce? Any of Salesforce's 2 triggers in the catalog, including New object record and New or updated object record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ClickUp when something happens in Salesforce? Any of ClickUp's 22 actions, including Create List, Find User by Name or Email, Post a Task Comment and Create Folder. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ClickUp to Salesforce? Yes. When something happens in ClickUp, your agent can act in Salesforce too. This page covers both directions: ClickUp's triggers and Salesforce's actions are listed here as well. ### ### Do I have to build a connector for Salesforce or ClickUp? 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 Salesforce and ClickUp 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.