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Quickly connect Planning Center to ClickUp with a Zapier template.

Our most popular template

Create tasks in ClickUp for new workflow cards in Planning Center
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Planning Center + ClickUp
Create new ClickUp tasks for Planning Center form submissions
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Planning Center + ClickUp
Create tasks in ClickUp for newly added profiles in Planning Center
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Planning Center + ClickUp

Create tasks in ClickUp for new workflow cards in Planning Center

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Planning Center + ClickUp

Create new ClickUp tasks for Planning Center form submissions

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Planning Center + ClickUp

Create tasks in ClickUp for newly added profiles in Planning Center

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Planning Center + ClickUp

How Zapier works

Zapier makes it easy to integrate Planning Center 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 "New List Result" from Planning Center.

Add your action

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

You’re connected!

Zapier seamlessly connects Planning Center and ClickUp, automating your workflow.

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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

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Frequently Asked Questions about Planning Center + ClickUp integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Planning Center and ClickUp

Can I automatically create a task in ClickUp when a new event is added in Planning Center?

Yes, you can set up an automation to trigger whenever a new event is created in Planning Center, which will then create a corresponding task in ClickUp.

Is it possible to update a task status in ClickUp based on actions taken in Planning Center?

Absolutely! You can configure triggers in Planning Center such as marking an event as completed to automatically update the corresponding task status in ClickUp.

How can I sync attendees from Planning Center into ClickUp project tasks?

We offer integrations where every time someone new is added as an attendee to an event in Planning Center, they can be synced and assigned to related tasks directly within your specified ClickUp project.

Can changes made in ClickUp reflect back into my Planning Center account?

Currently, our integration primarily supports data movement from Planning Center to ClickUp. Reverse sync will need custom configurations or manual adjustments at this time.

What types of triggers are available for use with this integration?

Triggers include creating or updating events, adding new attendees, and modifying schedules within Planning Center. These can initiate actions within ClickUp such as creating tasks or updating statuses.

Do I need any coding skills to set up the integration between Planning Center and ClickUp?

No coding skills are necessary! Our platform is designed for ease of use so you can set up integrations without writing a single line of code.

What happens if there is an error during synchronization between the two platforms?

Our system logs errors and provides notifications. You can review logs within our dashboard and adjust settings as needed for clear resolutions.

Practical ways you can use Planning Center and ClickUp

Revenue forecasting and analytics

Automating the generation of detailed revenue forecasts and data analytics for better decision-making and growth strategy formulation.

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Automating the process of categorizing and assigning IT support tickets to the appropriate teams or individuals based on predefined rules and priorities.

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Task assignment and progress tracking

Automating the scheduling, assigning, and tracking of project tasks, deadlines, and statuses to improve team efficiency and transparency.

Project Management

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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.

triggers, actions, or triggers and actions

- List
  Required
Trigger
Polling
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- Form
  Required
Trigger
Polling
Try It
- Workflow
  Required
Trigger
Polling
Try It
- 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
Try It
- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Checklist Name
  Required
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
- Content
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
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

New Donation
Triggers when a donation is received.
Trigger
Polling
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New Profile
Triggers when a new Profile is created.
Trigger
Polling
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Checklist Name
  Required
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Checklist Name
  Required
- 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

Learn how to automate ClickUp on the Zapier blog

About Planning Center

Planning Center is a church management system that helps manage people, services, donations, registrations, and more.

Learn moreLearn moreHelpHelp

Related categories

Fundraising

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

HelpHelp

Related categories

Project Management

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Connect Planning Center and ClickUp to unlock the power of automation

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

Set up your first integration

Create tasks in ClickUp for new workflow cards in Planning Center

Create new ClickUp tasks for Planning Center form submissions

Create tasks in ClickUp for newly added profiles in Planning Center

Create tasks in ClickUp for new workflow cards in Planning Center

Create new ClickUp tasks for Planning Center form submissions

Create tasks in ClickUp for newly added profiles in Planning Center

How Zapier works

Choose a trigger

Add your action

You’re connected!

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

Make work flow with AI

Frequently Asked Questions about Planning Center + ClickUp integrations

Practical ways you can use Planning Center and ClickUp

Revenue forecasting and analytics

IT ticket triaging and management

Task assignment and progress tracking

Supported triggers and actions

Learn how to automate ClickUp on the Zapier blog

Automate project communication with ClickUp and Gmail

5 ways to automate ClickUp with Zapier

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