Connect Attio and ClickUp to power AI-driven automation

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Start with a template that brings Attio and ClickUp together. Build enterprise-grade automation in minutes.

Our most popular template

Create tasks in ClickUp for every new entry in Attio
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Attio + ClickUp
Create new tasks in ClickUp for every new task created in Attio
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Attio + ClickUp
Create new tasks in ClickUp for newly created list entries in Attio
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Attio + ClickUp
Create ClickUp subtasks whenever new tasks are created in Attio
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Attio + ClickUp
Create new tasks in Attio from new tasks in ClickUp
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ClickUp + Attio
Send new Attio records as ClickUp chat messages to a channel
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Attio + ClickUp

Create tasks in ClickUp for every new entry in Attio

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Attio + ClickUp

Create new tasks in ClickUp for every new task created in Attio

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Attio + ClickUp

Create new tasks in ClickUp for newly created list entries in Attio

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Attio + ClickUp

Create ClickUp subtasks whenever new tasks are created in Attio

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Attio + ClickUp

Create new tasks in Attio from new tasks in ClickUp

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ClickUp + Attio

Send new Attio records as ClickUp chat messages to a channel

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Attio + ClickUp

Update ClickUp tasks when Attio entries are updated
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Attio + ClickUp

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Zapier makes it easy to integrate Attio with ClickUp - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "List Entry Created" from Attio.

Add your action

An action happens after the trigger—such as "Archive or Delete Task" in ClickUp.

You’re connected!

Zapier seamlessly connects Attio and ClickUp, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- List
  Required
Trigger
Instant
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- List
  Required
Trigger
Instant
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- Object
  Required
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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- Object
  Required
Action
Write

- Object
  Required
- Parent record ID
  Required
- Note title
  Required
- Note content
  Required
- Note format
  Required
- Created at
Action
Write
- Storage provider
  Required
- Record type
  Required
- Record ID
  Required
- Folder ID
  Required
- Drive ID
Action
Write

- List
  Required
- Entry ID
  Required
Action
Write
- Object
  Required
- Record ID
  Required
Action
Write
- List
  Required
Action
Search
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search

- List
  Required
Trigger
Instant
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- Object
  Required
Trigger
Instant
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- Object
  Required
Trigger
Instant
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- List
  Required
Action
Write
- List
  Required
Action
Write
- Object
  Required
Action
Write
- Content
  Required
- Deadline
- Assignees
Action
Write
- List
  Required
- Entry ID
  Required
Action
Write
- Task ID
  Required
- Deadline
- Is Completed
- Assignees
Action
Write
- Object
  Required
Action
Search
- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Workspace
  Required
- Space
- Folder
- List
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Attio and ClickUp

Sync new clients from Attio to ClickUp

When a new client record is created in Attio, Zapier will automatically create a related task in ClickUp. This ensures that business owners can seamlessly track client onboarding steps, saving time while keeping processes organized.

Business Owner

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Turn new Attio records into ClickUp marketing tasks

Each time a new record is added in Attio, Zapier will automatically create a task in ClickUp for marketing outreach or analysis. This ensures a faster and more consistent follow-up process for leads or market contacts.

Marketing & Marketing Ops

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Create ClickUp tasks for updated deals in Attio

When a deal is updated in Attio, Zapier automatically creates a task in ClickUp to ensure the sales team can follow up promptly. This reduces response times and helps the team stay organized.

Sales Ops

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Learn how to automate ClickUp on the Zapier blog

Make work flow with AI

Level up your Attio to ClickUp integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Attio

Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn moreLearn moreHelpHelp

Related categories

Project Management

Similar apps

Trello

Project Management

Asana

Project Management

Todoist

Task Management

Connect Attio and ClickUp to power AI-driven automation

Launch your first automated workflow

Create tasks in ClickUp for every new entry in Attio

Create new tasks in ClickUp for every new task created in Attio

Create new tasks in ClickUp for newly created list entries in Attio

Create ClickUp subtasks whenever new tasks are created in Attio

Create new tasks in Attio from new tasks in ClickUp

Send new Attio records as ClickUp chat messages to a channel

Create tasks in ClickUp for every new entry in Attio

Create new tasks in ClickUp for every new task created in Attio

Create new tasks in ClickUp for newly created list entries in Attio

Create ClickUp subtasks whenever new tasks are created in Attio

Create new tasks in Attio from new tasks in ClickUp

Send new Attio records as ClickUp chat messages to a channel

Update ClickUp tasks when Attio entries are updated

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Attio and ClickUp

Sync new clients from Attio to ClickUp

Turn new Attio records into ClickUp marketing tasks

Create ClickUp tasks for updated deals in Attio

Learn how to automate ClickUp on the Zapier blog

Automate project communication with ClickUp and Gmail

5 ways to automate ClickUp with Zapier

Make work flow with AI

Connect Attio to ClickUp on the world's largest no-code automation platform