Documentation Index
Fetch the complete documentation index at: https://docs.softr.io/llms.txt
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ClickUp integration
Connect ClickUp with your Softr applications to turn forms, member actions, and record changes into tasks your team can actually work on. Build internal tools and client portals that stay in lockstep with your ClickUp workspace — without writing a single line of code.Overview
The Softr ClickUp integration lets you create, update, and read ClickUp tasks directly from your no-code app. Every form submission, button click, status change, or scheduled workflow can flow straight into the right ClickUp list — and ClickUp data can flow back into Softr lists and dashboards so your team always has the latest view. This pairs naturally with the kinds of apps Softr customers build every day: client request portals where customer submissions become trackable tasks, internal admin tools to triage and assign work, and operational dashboards that surface project status to stakeholders without giving them a ClickUp seat.Available Actions
Add record
Create a new ClickUp task from a Softr form submission, button click, or any other workflow trigger.Get record
Look up a single ClickUp task by ID to display its details inside your Softr app or use it later in the workflow.Get records
Pull a list of ClickUp tasks into a Softr list block, dashboard, or admin view — perfect for showing project progress to clients or teammates.Update record
Update a single ClickUp task — change its status, assignee, due date, or any other field — when something happens in your Softr app.Update records
Update many ClickUp tasks at once, ideal for bulk status changes, reassignments, or syncing field values across a project.Delete record
Remove a single ClickUp task from your workspace as part of a workflow.Delete records
Clean up multiple ClickUp tasks in one step when records are archived, projects close out, or duplicates need to be removed.Key Benefits
- No-code task automation: Wire ClickUp into your Softr app visually — no scripts, no API calls to manage.
- Two-way sync: Push tasks into ClickUp when users act in your app, and surface ClickUp data back inside Softr lists and dashboards.
- Client-friendly project tracking: Give customers a polished Softr portal to submit and follow requests, while your team works in ClickUp behind the scenes.
- Bulk operations built in: Update or delete many tasks at once to keep large projects clean without manual upkeep.
- Always in sync: Status changes, new requests, and field updates flow through automatically, so nothing falls through the cracks.
Example Use Cases
| Use Case | Description |
|---|---|
| Client request portal | Let customers submit briefs, support tickets, or change requests in a Softr form — each one becomes a ClickUp task. |
| Internal project dashboard | Surface live ClickUp tasks inside a Softr list block so non-ClickUp users can see project status at a glance. |
| Status updates from your app | Change a record’s status in Softr and update the matching ClickUp task automatically — no double entry. |
| Member-driven onboarding tasks | When a new member signs up, create a checklist of onboarding tasks in ClickUp for the success team. |
| Bulk project cleanup | Archive or delete dozens of tasks at once when a project closes or stale items pile up in a list. |
| Approvals that update ClickUp | An admin clicks Approve in Softr, and the linked ClickUp task moves to “In Progress” with the right assignee. |
How to Connect Softr with ClickUp
- Open your Softr app and go to Integrations → ClickUp.
- Click Connect ClickUp and authorize the workspace you want to use.
- Add a ClickUp action to a workflow and pick the workspace, space, and list you want to work with.
- Map fields from your Softr forms, records, or previous workflow steps to the ClickUp task fields (name, description, assignee, status, due date, custom fields).
- Save and activate your workflow.