Actions (in Automations) are what happens when an Automation is triggered.

In the Automation schema, the Actions part is highlighted below:

When this happens, and this is true, then do this (Action). 

Note: Each action run is counted towards your Workspace's Automation usage. Learn more here. You can add up to 6 actions per Automation in the Business and Enterprise plans, and 1 action in others. 

Available Actions

Change status

Change the task to a specific status.

Change assignee

Change the assignee(s) on a task.

When the Multiple Assignees ClickApp is enabled, this Action will add the assignee. When the Multiple Assignees ClickApp is not turned on, this Action will replace the existing assignee.

You can also expand the Advanced options to add, remove, reassign, and remove all assignees manually:

  • Add assignee(s)

  • Remove assignee(s)

  • Reassign

  • Remove all assignees

Pro Tip: Combine this with another Change Assignee Action to tidy up your tasks in one Automation!

Move to List

Move the task to a selected List.

Change priority

Change the priority of a task.

Change start date

Change the start date of a task. You can set your start date to be static (e.g. Monday Dec 7th) or dynamic (e.g. 7 days after automation is triggered).

For dynamic start dates, set your Automation action to change start date to enable the following options:

  • Days after trigger date (e.g. start date = 7 days after Automation trigger)

  • On trigger date (e.g. start date = the date that the Automation trigger occurs)

  • Fields from Trigger (e.g. start date = date provided in your date custom field)

Requirement: you must have a date custom field in the List where you've set up the Automation to enable the Fields from Trigger action.

Note: You cannot set a specific start time using this Automation Action

Change due date

Change the due date of a task. You can set your due date action to be static (e.g. Monday Dec 7th) or dynamic (e.g. 7 days after automation is triggered).

For dynamic due dates, set your Automation action to change due date to enable the following options:

  • Days after trigger date (e.g. due date = 7 days after Automation trigger)

  • On trigger date (e.g. due date = the date that the Automation trigger occurs)

  • Fields from Trigger (e.g. due date = date provided in your date custom field)

Requirement: you must have a date custom field in the List where you've set up the Automation to enable the Fields from Trigger action.

Note: You cannot set a specific due time using this Automation Action

Create a task

Create a new task. Fill out the following information: 

  • Task name

  • List name

  • Template (optional)

Create a subtask

Create a new task. Fill out the following information:

  • Parent task

  • Task name

  • Template (optional)

Apply a template

Apply a selected template to the task.

Add a comment

Add any comment you want to write to the task.

Delete task

Delete the task.

Archive task

Archive the task.

Copy task

Copy the task to a chosen List.

Track time

Track time on a task. Specify the amount of time and who it should be tracked for. 

Change tags

Change tags on a task.

  • Add tag(s)

  • Remove tag(s)

Estimate time

Estimate a specified amount of time on a task. 

Change watchers

Change the watchers on a task.

  • Add watcher(s)

  • Remove watcher(s)

Set custom field

Set custom fields on a task. Choose the field and the value you want added. 

Call webhook

This lets you connect ClickUp with literally any application. Simply paste the URL you want called. When a task Triggers an Automation, we'll send task details in the webhook payload. This lets you easily access data from ClickUp Automations in your own application!

Note: The webhook endpoint provided must promptly resolve with a successful HTTP status code. If the timeout is exceeded on too many occurrences, the automation will be disabled.

Below is an example response with all the data available:

{ 
body: {
date: "2020-04-28T17:12:12.408Z",
id: "61826c6c-f5db-4cb8-8227-5ad1a3165883",
payload: {
archived: false,
assignees: [],
checklists: [],
creator: {
id: 123456,
username: "Josh",
color: "#08c7e0",
email: "user@clickup.com",
profilePicture: "https://website.com/Pictures/123456_HHK.jpg"
},
custom_fields: [],
date_closed: null,
date_created: "1588051179885",
date_updated: "1588093930834",
dependencies: [],
description: null,
due_date: null,
folder: {
id: "55200004",
name: "Automations",
hidden: false,
access: true
},
id: "p1u1x0",
linked_tasks: [],
list: {
id: "12345678",
name: "Automation Webhooks",
access: true
},
name: "Webhooks!",
orderindex: "-0.0234354635389856960000000000000000",
parent: null,
priority: null,
project: {
id: "12345678",
name: "Test",
hidden: false,
access: true
},
space: {
id: "12345678"
},
start_date: null,
status: {
status: "active",
color: "#000000",
orderindex: 1,
type: "custom"
},
tags: [],
team_id: "123456",
text_content: null,
time_estimate: null,
url: "https://app.clickup.com/t/p1u1x0",
watchers: []
},
trigger_id: "61826c6c-f5db-4cb8-8227-5ad1a3165883"
}
}


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