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!
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://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" } }