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 3 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 will change.
- Add assignee(s)
- Remove assignee(s)
- Reassign
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.
Change due date
Change the due date of a task. You also have the option to set the date a certain number of days from the trigger date.
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! 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://dev-attachments-public.clickup.com/profilePictures/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" } }