Our Automations feature Integrations create more efficient workflows between your Workspace and these other apps:
You can use these handy templates with pre-set Triggers and Actions. Browse by app to find the most useful Automations for your team.
They can be used as-is to automate repetitive work, like sending an email to someone when a Task is unblocked.
What you'll need
Automation ClickApp must be enabled in your Workspace
Guests can't set up Automations
Usage alert emails are sent to owners and admins of Workspaces when an Automations usage is at 90% and again when usage is over 100%
Free Forever: 100 Actions / month
Unlimited: 1,000 Actions / month
Business: 10,000 Actions / month
Business Plus: 25,000 Actions / month
Enterprise: 250,000 Actions / month
Usage limits reset on the first of every month (PST)
Business Plans and above can also set up Conditions and add multiple Actions
Paid Plans can purchase more Automations
To create an Automation you need to know how to use the When and Then dropdowns to set up a Trigger, Conditions, and one or more Actions.
Triggers are events that start an Automation
Triggers are selected from the When dropdown
Conditions can be added by clicking the + icon under the When dropdown
Actions are selected from the Then dropdown
Actions can be added by clicking the + icon under the Then dropdown
Create an Integration Automation
Click the Automate button in the top-right corner or select Automations from the Settings menu
Click the Add automation button to open the Automations modal
Scroll down to the Integrations section and choose the app you want to integrate
Select an integration option by clicking it to connect that app with your Workspace
Log in to the other app
Fill out the fields to customize your Automation
Your Automation has been created and enabled
Tip: Consider adding a description to your Automation so you and others know how it works.
Want to learn more?
Check out the Maximize Productivity With ClickUp course on ClickUp University
Check out our blog post on instilling an Automation mindset in your company
Find out how to Automate workflows