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 can set your due date action to be static (e.g. Mon 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.

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: "", profilePicture: "" }, 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: "", watchers: [] }, trigger_id: "61826c6c-f5db-4cb8-8227-5ad1a3165883" } }

Want to learn more?

Did this answer your question?