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Connect ClickUp to Microsoft Excel 365

Automate workflows and sync data between ClickUp and Microsoft Excel 365 with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect ClickUp & Microsoft Excel 365?

Intelligent Automation Workflows

Leverage 7 available triggers from ClickUp to execute 17 targeted actions in Microsoft Excel 365 automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps ClickUp and Microsoft Excel 365 perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between ClickUp and Microsoft Excel 365 for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

ClickUp logo

ClickUp

Triggers (7)

Task Tag Updated

Triggered when a tag is added or removed or renamed on a task.

webhook
List Created

Triggered when a new list is created.

webhook
Task Created

Triggered when a new task is created.

webhook
Task Deleted

Triggered when a task is deleted.

webhook
Task Updated

Triggered when a task is updated.

webhook
Task Comment Posted

Triggered when a task comment is posted.

webhook
Task Comment Updated

Triggered when a task comment is updated.

webhook

Actions (17)

Get List

Gets a list in a ClickUp

Auth Required
Get Space

Gets a space in a ClickUp

Auth Required
Get Spaces

Gets spaces in a ClickUp workspace

Auth Required
Create Task

Create a new task in a ClickUp workspace and list

Auth Required
Delete Task

Delete a task in a workspace and list

Auth Required
Update Task

Update task in a ClickUp workspace and list

Auth Required
Get Task

Gets a task in a ClickUp list

Auth Required
Create Subtask

Creates a subtask in ClickUp

Auth Required
Custom API Call

Send a custom API call to a specific endpoint

Auth Required
Get Task Comments

Gets comments from a task in ClickUp

Auth Required
Create Task Comment

Creates a comment on a task in ClickUp

Auth Required
List Team Tasks

Retrieves the tasks that meet specific criteria from a Workspace.

Auth Required
Create Folderless List

Create a new folderless list in a ClickUp workspace and space

Auth Required
Set Custom Field Value

Add data to a Custom field on a task.

Auth Required
Create Task From Template

Create a new task from Template

Auth Required
List Time Entries

Retrieves time entries filtered by start and end date.

Auth Required
Get Accessible Custom Fields

View the Custom Fields available on tasks in a specific List.

Auth Required
Microsoft Excel 365 logo

Microsoft Excel 365

Triggers (1)

New Row

Trigger when a new row is added, and it can include existing rows as well.

polling

Actions (17)

Append Row to Worksheet

Append row of values to a worksheet

Auth Required
Update Worksheet Rows

Update a row in a worksheet

Auth Required
Create Table

Create a table in a worksheet

Auth Required
Delete Table

Delete a table from a worksheet

Auth Required
Add a Worksheet to a Workbook

Add a worksheet to a workbook

Auth Required
Get Workbooks

Retrieve a list of workbooks

Auth Required
Get Table Rows

List rows of a table in a worksheet

Auth Required
Get Worksheets

Retrieve worksheets from a workbook

Auth Required
Clear Worksheet

Clear a worksheet

Auth Required
Custom API Call

Send a custom API call to a specific endpoint

Auth Required
Delete Workbook

Delete a workbook

Auth Required
Convert to Range

Converts a table to a range

Auth Required
Delete Worksheet

Delete a worksheet in a workbook

Auth Required
Append Rows to a Table

Append rows to a table

Auth Required
Get Table Columns

List columns of a table in a worksheet

Auth Required
Get Worksheet Rows

Retrieve rows from a worksheet

Auth Required
Lookup Table Column

Lookup a value in a table column in a worksheet

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When ClickUp trigger → Create/Update in Microsoft Excel 365

Most Popular
ClickUpClickUp

Task Tag Updated

Microsoft Excel 365Microsoft Excel 365

Append Row to Worksheet

When Microsoft Excel 365 trigger → Update ClickUp

Bi-directional
Microsoft Excel 365Microsoft Excel 365

New Row

ClickUpClickUp

Get List

How It Works

1

Connect Apps

Authenticate your ClickUp and Microsoft Excel 365 accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between ClickUp and Microsoft Excel 365 with 8 available triggers for instant updates.

Automated Actions

Execute 34 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect ClickUp and Microsoft Excel 365 in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between ClickUp and Microsoft Excel 365 with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Ready to Connect ClickUp & Microsoft Excel 365?

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