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Automate ClickUp with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with ClickUp. It runs 27 supported actions in ClickUp, including task due, create task, and update task, and connects it to Asana, Monday, and Smartsheet. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost ClickUp integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across ClickUp and every tool it touches, each through its API.

Supported actions27
Comments5
  • Create task commentAdds a comment to a ClickUp task.
  • Update commentUpdates a ClickUp comment.
  • List list commentsLists the comments on a ClickUp List.
  • List task commentsLists the comments on a ClickUp task.
  • Delete commentDeletes a ClickUp comment.
Tasks5
  • Create taskCreates a task in a ClickUp List.
  • Update taskUpdates a ClickUp task.
  • Get taskRetrieves a single ClickUp task.
  • List tasksLists the tasks in a ClickUp List.
  • Delete taskDeletes a ClickUp task.
Time entries5
  • Create time entryRecords a completed ClickUp time entry.
  • Start time entryStarts a running ClickUp timer.
  • Stop time entryStops the running ClickUp timer.
  • Get running time entryRetrieves the currently running ClickUp timer.
  • List time entriesLists ClickUp time entries in a date range.
Custom fields3
  • Set custom field valueSets a custom field value on a ClickUp task.
  • List custom fieldsLists the custom fields available on a ClickUp List.
  • Remove custom field valueClears a custom field value on a ClickUp task.
Lists3
  • Get listRetrieves a single ClickUp List.
  • List folderless listsLists the Lists that sit directly in a ClickUp Space.
  • List listsLists the Lists inside a ClickUp Folder.
Spaces2
  • Get spaceRetrieves a single ClickUp Space.
  • List spacesLists the Spaces in a ClickUp Workspace.
More4
  • Upload task attachmentUploads a file to a ClickUp task.
  • Get authorized userRetrieves the authenticated ClickUp user's profile.
  • List foldersLists the Folders in a ClickUp Space.
  • List workspacesLists the ClickUp Workspaces this connection can access.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Visit clickup.com

How to automate ClickUp

  1. Connect ClickUp to Caddi

    Allow

    1Sign in to ClickUp

    One click with your own ClickUp login. No API keys.

  2. Automate intake to task in ClickUp.

    ScreenshareType it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

ClickUp integrations

Connect ClickUp with any of the 164 other tools Caddi works with. Pick one to see what Caddi automates between them.

164 tools

The details

What Caddi does with ClickUp

Why teams automate ClickUp

ClickUp runs tasks, docs and goals for the team. Caddi AI Agents create and update ClickUp work from the systems where requests actually arrive.

ClickUp is only as current as the last manual update. Caddi keeps tasks in step with email, forms and the CRM, and writes outcomes back to the source.

Loops Caddi runs against ClickUp

  • Intake to task

    Recommended pattern
    1. ClickUp
    2. Jotform

    Caddi turns each Jotform submission into a ClickUp task with the fields mapped and the right assignee.

  • CRM sync

    Recommended pattern
    1. ClickUp
    2. Salesforce

    Caddi opens a ClickUp task when a Salesforce opportunity moves stage and writes the task status back.

  • Daily digest

    Recommended pattern
    1. ClickUp
    2. Slack

    Caddi summarizes overdue ClickUp tasks each morning and sends the list to Slack.

Where professional services teams use it

  • Inbound triage

    Watch ClickUp for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.

  • Cross-tool data sync

    Keep ClickUp in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using ClickUp alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right ClickUp update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating ClickUp

Does Caddi have a real ClickUp integration?

Yes. Caddi runs verified code against ClickUp's official APIs. Every automation Caddi builds for ClickUp is reviewed before it runs in production.

Do I need engineering help to automate ClickUp with Caddi?

No. You demonstrate the workflow, clicking through ClickUp the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my ClickUp data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against ClickUp, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect ClickUp to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating ClickUp, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in ClickUp?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside ClickUp

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Ready to automate ClickUp?

Drop your work email and we'll show you Caddi running end-to-end against ClickUp and the rest of your stack.