ClickUp integration overview

ClickUp integration overview

Overview

ClickUp is a project management platform that helps teams organize work, manage tasks, and collaborate across projects. Persona’s integration with ClickUp enables teams to connect onboarding, verification, and case management workflows with project tracking in ClickUp.

This integration is especially useful for teams that want to automatically route follow-up work, keep operational teams aligned, and manage reviews or escalations without switching systems.

Benefits

Streamlined operational handoffs: Trigger project work directly from Persona workflows so teams can act on reviews, escalations, and investigation outcomes faster.

Better cross-team coordination: Keep fraud, operations, support, or risk teams aligned by connecting workflow events to tasks in ClickUp.

Less manual work: Reduce the need to create and update tasks by hand as workflow states change.

More workflow context: Bring ClickUp task and list data into Persona to support routing, review, and follow-up decisions.

Integration Features

Persona’s ClickUp integration connects workflow events with project management processes. Key capabilities include:

Task management: Create, retrieve, update, and list ClickUp tasks directly from Persona workflows.

List visibility: Retrieve ClickUp lists to support workflow routing and operational coordination.

Workflow-driven updates: Keep task details aligned with workflow progress, including status, assignees, dates, and related metadata.

Customizable task data: Pass structured fields such as custom fields, priorities, tags, and subtasks into ClickUp.

Setting up the ClickUp integration

Prerequisites

To set up the ClickUp integration, ensure you have:

• Access to a ClickUp workspace
• Permission to authorize OAuth applications in ClickUp
• Access to the Lists and Tasks your Persona workflows will use

Setting up ClickUp credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and click on ClickUp.
2. Click Add Credential at the top of the page.
3. Enter a nickname for the credential and continue.
4. Sign in to ClickUp in the popup window if prompted.
5. Review the requested permissions and approve the connection.

Using the ClickUp integration in a workflow

1. Create a new workflow, or open an existing workflow you’d like to update.
2. Add a new action step under Integrations.
3. Select the ClickUp integration and choose your ClickUp credentials.
4. Configure the input fields using data from your Persona workflow.
5. Save and publish the workflow.

ClickUp operations overview

Persona can take direct actions on ClickUp tasks and lists using ClickUp’s API. These actions support workflows that connect project management with onboarding, verification, and case review processes.

See below for a comprehensive list of available Workflow Action steps and possible configurations for the ClickUp integration:

Create Task Workflow Action Step

Creates a new task in a ClickUp list.

Configuration Steps:

Required fields:

• List ID
• Name

Optional fields include:

• Task details (e.g., description, status, priority, and tags)
• Assignment and notification settings
• Scheduling fields (e.g., start date, due date, and time estimate)
• Parent task and subtask relationships
• Custom fields and custom task type data

List Tasks Workflow Action Step

Retrieves tasks from a ClickUp list.

Configuration Steps:

Required fields:

• List ID

Optional fields include:

• Visibility controls (e.g., archived, closed, and subtasks)
• Sorting and pagination settings
• Filters for status, assignee, watcher, or tag
• Date-based filters for creation, update, due date, or completion
• Custom field and custom task type filters

Retrieve Task Workflow Action Step

Fetches a single ClickUp task by task ID.

Configuration Steps:

Required fields:

• Task ID

Optional fields include:

• Custom task ID support
• Workspace ID when using custom task IDs
• Subtask inclusion
• Markdown description output

Update Task Workflow Action Step

Updates an existing ClickUp task.

Configuration Steps:

Required fields:

• Task ID

Optional fields include:

• Task details (e.g., name, description, status, and priority)
• Assignment and watcher changes
• Scheduling fields (e.g., start date, due date, and time estimate)
• Parent task relationships
• Archive state
• Custom task ID and custom task type settings

List Lists Workflow Action Step

Retrieves lists within a ClickUp folder.

Configuration Steps:

Required fields:

• Folder ID

Optional fields include:

• Archived list visibility

Retrieve List Workflow Action Step

Fetches details for a single ClickUp list.

Configuration Steps:

Required fields:

• List ID

FAQs

How do I find a ClickUp List ID?

In ClickUp, hover over the List in the sidebar, click the ellipsis menu, and select Copy link.

Can I create subtasks with this integration?

Yes. You can provide a parent task ID when creating or updating a task.

Can I filter tasks when listing them?

Yes. The List Tasks action supports filters for status, assignee, watcher, tags, dates, and custom fields.