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Connect Salesforce to ClickUp

Use 10 documented Salesforce triggers to run 24 documented ClickUp actions.

10 source triggers
24 target actions
Reverse direction supported

Why Connect Salesforce & ClickUp?

Start with a Salesforce event

Choose from 10 documented triggers, including Case Updated (Instant, of Selectable Type), Email Template Updated (Instant, of Selectable Type), Knowledge Article Updated (Instant, of Selectable Type).

Run a ClickUp action

Send the event into one of 24 documented actions, such as Create Chat View Comment, Create Checklist, Create Checklist Item.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

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ClickUp

Triggers (7)

New Folder (Instant)

Emit new event when a new folder is created

webhook
New List (Instant)

Emit new event when a new list is created

webhook
New Task (Instant)

Emit new event when a new task is created

webhook
New Task Advanced (Instant)

Emit new event when a new task is created matching the filter

webhook
New Task Comment (Instant)

Emit new event when a new task comment is posted

webhook
New Task Comment Updated (Instant)

Emit new event when a new task comment is updated

webhook
New Updated Task (Instant)

Emit new event when a new task is updated

webhook

Actions (24)

Create Chat View Comment

Creates a chat view comment. See the documentation in **Comments / Create Chat View Comment** section.

Create Checklist

Creates a new checklist in a task. See the documentation in **Checklists / Create Checklist** section.

Create Checklist Item

Creates a new item in a checklist. See the documentation in **Checklists / Create Checklist Item** section.

Create Folder

Creates a new folder. See the documentation in **Folders / Create Folder** section.

Create List

Creates a new list. See the documentation in **Lists / Create List** section.

Create List Comment

Creates a list comment. See the documentation in **Comments / Create List Comment** section.

Create Space

Creates a new space. See the documentation in **Spaces / Create Space** section.

Create Task

Creates a new task. See the documentation in **Tasks / Create Task** section.

Create Task Comment

Creates a task comment. See the documentation in **Comments / Create Task Comment** section.

Create Task From Template

Creates a new task from a template. See the documentation in **Task Templates / Create Task From Template** section.

Create Threaded Comment

Creates a threaded comment. See the documentation in **Comments / Create Threaded Comment** section.

Create Time Entry

Create a new time entry. See the documentation

Create View Comment

Creates a view comment. See the documentation in **Comments / Create Chat View Comment** section.

Delete Checklist

Deletes a checklist in a task. See the documentation in **Checklists / Delete Checklist** section.

Delete Checklist Item

Deletes item in a checklist. See the documentation in **Checklists / Delete Checklist Item** section.

Delete Comment

Deletes a comment. See the documentation in **Comments / Deleet Comment** section.

Delete Folder

Delete a folder. See the documentation in **Folders / Delete Folder** section.

Delete List

Delete a list. See the documentation in **Lists / Delete List** section.

Delete Space

Delete a space. See the documentation in **Spaces / Delete Space** section.

Delete Task

Delete a task. See the documentation in **Tasks / Delete Task** section.

Get Custom Fields

Get a list of custom fields. See the documentation in **Custom Fields / Get Accessible Custom Fields** section.

Get Folder

Get a folder in a workplace. See the documentation in **Folders / Get Folder** section.

Get Folder Views

Get all views of a folder. See the documentation in **Views / Get Folder Views** section.

Get Folders

Get a list of folders in a workplace. See the documentation in **Folders / Get Folders** section.

Integration Features

10 documented Salesforce triggers
24 documented ClickUp actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported ClickUp to Salesforce direction

Capability Examples

Salesforce trigger → ClickUp action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

ClickUpClickUp

Create Chat View Comment

ClickUp trigger → Salesforce action

Reverse direction
ClickUpClickUp

New Folder (Instant)

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and ClickUp accounts

2

Choose a Trigger

Select a documented Salesforce event

3

Choose an Action

Select the documented ClickUp operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 10 documented Salesforce triggers.

Automated Actions

Run one of 24 documented ClickUp actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect ClickUp to Salesforce for bidirectional automation

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All ClickUp Integrations

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