ClickUp

How to integrate with ClickUp

Integrations is a part of the Custom plan. Additional cost might apply.

ClickUp integration brings comprehensive task and project management to ticketing, enabling teams to link ticket actions with project timelines and priorities.

Use Cases:

• Automatically create ClickUp tasks for tickets requiring additional input.

• Enrich tickets with progress updates and deadlines from ClickUp.

• Sync ticket priorities with ClickUp task boards for better visibility.

• Notify team members about ticket-related changes directly within ClickUp.

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Requirements

You need a ClickUp account in order to set up the integration.

Create a Personal API Token

Learn more in the ClickUp documentation.

1. Select your profile picture and click on Settings

2. Select Apps

3. In the API token section, select Generate

4. Copy and share the personal API token securely with the Suptask Integrations Specialist (SIS) contact.

The integration will be enabled for an Inbox, or for a specific Form of your choice.

Create a WebHook

In order to have information sent back from ClickUp to Suptask, you would need to register a WebHook in ClickUp

1. Retrieve the Suptask WebHook URL from your Suptask Integrations Specialist (SIS)

2. Based on your use case, the events you register for in ClickUp WebHook might differ

   1. You can find all events here. Consult with your SIS contact on what events to use based on your use case.
3. Register the WebHook in ClickUp
4. Suptask can now take actions on events from ClickUp

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Example of how it can work

1. Ticket in Suptask is created

2. Team of Agents decide to escalate to ClickUp for further development work, by moving the ticket to the Escalated status in Suptask.

   1. The creation to ClickUp can also happen automatically for every created Suptask ticket in your Inbox, this is customizable.

3. Ticket is automatically created in ClickUp from Suptask.

4. Actions, replies and comments are automatically synced bi-directionally.

   1. Status changes can be bi-directionally synced between the systems

   2. Comments can be shared between the systems.

5. Agents in Suptask can reply on tickets directly in Slack.

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How to get started

The ClickUp integration is setup and enabled together with the Suptask Integrations Specialists (SIS).

Contact Suptask Support for more information and to get started.