ClickUp
LiveClickUp tasks from your automations — a task in a chosen list with a due date on the account's calendar.
Capabilities
- Task in a chosen list
- Due dates on the account calendar
- Deal-won and task starters
Common Use Cases
- Open a kickoff task when a deal is won
- Mirror a completed client task into ClickUp
How to Connect ClickUp
- 01
Open Settings → Integrations
From your Zyan Admin workspace, open Settings → Integrations and pick the ClickUp tile. The workspace owner, an admin, or a member with the automations permission sees Connect.
- 02
Sign in with ClickUp
A one-click sign-in in ClickUp's own window. Zyan never sees your password and holds no platform-wide key; disconnect from the same tile at any time.
- 03
Add the task step
In an automation, add the ClickUp task step — pick the list and set the task name, description and a due date on the account's calendar.
- 04
Start from a deal or task
The deal-won and task starters pre-fill the task from the event.
