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Choose a Trigger

Choose an Action

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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 Message Posted to Channel" from ClickUp.

Add your action

An action happens after the trigger—such as "Create Assessment" in ScalePad.

You’re connected!

Zapier seamlessly connects ClickUp and ScalePad, 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.

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- 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

- 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
- Client
- Status
- Title
- Target Period Year
Trigger
Polling
Try It
- Client
- Meeting Status
- Meeting Template ID
- Assigned User ID
Trigger
Polling
Try It
- Client
- Status
- Assessment Template ID
Trigger
Polling
Try It
- Client
- Email equals
- Name contains
Trigger
Polling
Try It
- Client
- Status
- Title
- Target Period Year
Trigger
Polling
Try It
- Client
Trigger
Polling
Try It
- Client
- Include Archived Notes
Trigger
Polling
Try It
- Contract ID
- Contract Name contains
- Client
- Client Name contains
- Contact ID
- Status
- Type
- Recurring?
- Billable?
- Auto Renew?
- Billing Period
- Addendum?
- Parent Contract ID
- Parent Contract Name contains
- Source Type
Trigger
Polling
Try It
- Client
- Include Archived Notes
Trigger
Polling
Try It
- Client
  Required
- Title
  Required
- Billing Cycle
  Required
- Billing Cost Type
  Required
- Billing Cost (subunits)
  Required
- Billing Start Date
  Required
- Impact
  Required
- Status
  Required
- Budget Past End Date
  Required
- Description
- Category
- Location
- Is Third Party
- Auto Renew
- Per Seat Cost (subunits)
- Number of Seats
- End Date
- Notify Days Before End Date
Action
Write
- Client
  Required
- Name
  Required
- Executive Summary
Action
Write
- Client
  Required
- Title
- Description formatting (advanced)
- Description ProseMirror sample (copy/paste)
- Description (ProseMirror JSON)
Action
Write
- Contract
  Required
- Client
  Required
- Title
  Required
- Billing Cycle
  Required
- Billing Cost Type
  Required
- Billing Cost (in subunits)
  Required
- Billing Start Date
  Required
- Impact
  Required
- Status
  Required
- Budget Past End Date
  Required
- Description
- Category
- Location
- Per Seat Cost (subunits)
- Number of Seats
- Auto Renew
- Is Third Party
- End Date
- Notify Days Before End Date
Action
Write
- Initiative
  Required
- Name
  Required
- Executive Summary
  Required
Action
Write
- Note
  Required
- Title
- Description formatting (advanced)
- Description ProseMirror sample (copy/paste)
- Description (ProseMirror JSON)
Action
Write
- Assessment ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Goal ID
  Required
Action
Search
- Initiative ID
  Required
Action
Search
- Member ID
  Required
Action
Search
- Opportunity ID
  Required
Action
Search
- Ticket ID
  Required
Action
Search
- Client
- Status
- Assessment Template ID
Action
Search
- Email
- Name
- Client ID
Action
Search
- Client
- Status
- Title
- Target Period Year
Action
Search
- Client
Action
Search
- Vendor Name
- Vendor ID
- Category
Action
Search
- Name contains
- Title contains
- Is Platform User
- Reports to Member ID
- Hourly Cost Equals
- Daily Capacity Equals
Action
Search
- Client
- Client Name contains
- Title contains
- Source Status
- Source Stage
- Is Active
- Contact
- Responsible Member
- Probability Filter Operator
- Probability
Action
Search
- Client
- Client Name contains
- Owner Member ID
- Responsible Member ID
- Contract Name contains
- Board ID
- Status (Current)
- Priority (Current)
- Category
- Impact
- Severity
Action
Search

- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- 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
- 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
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search
- Client
Trigger
Polling
Try It
- Client
  Required
- Completed?
- Overdue?
Trigger
Polling
Try It
- Client Name contains
- Lifecycle
Trigger
Polling
Try It
- Client
- Expiry Status
Trigger
Polling
Try It
- Client
- Asset Type
- Asset Name contains
- Serial Number
- Contact
Trigger
Polling
Try It
- Client
- Meeting Status
- Meeting Template ID
- Assigned User ID
Trigger
Polling
Try It
- Client
- Client Name contains
- Title contains
- Source Status
- Source Stage
- Is Active
- Contact
- Responsible Member
- Probability Filter Operator
- Probability
Trigger
Polling
Try It
- Client
- Client Name contains
- Owner Member ID
- Responsible Member ID
- Contract Name contains
- Board ID
- Status (Current)
- Priority (Current)
- Category
- Impact
- Severity
Trigger
Polling
Try It
- Client
  Required
- Title
  Required
- Assessment Template ID
  Required
- Evaluate User ID
  Required
- Evaluate At
  Required
Action
Write
- Client
  Required
- Title
  Required
- Description
- Status
- Target Period
Action
Write
- Client
  Required
- Title
- Type
- Starts At
- Ends At
- Agenda formatting (advanced)
- Agenda ProseMirror sample (copy/paste)
- Agenda (ProseMirror JSON)
Action
Write
- Assessment
  Required
- Title
  Required
- Evaluate User ID
  Required
- Evaluate At
  Required
Action
Write
- Goal
  Required
- Title
  Required
- Description
  Required
- Status
- Target Period
  Required
Action
Write
- Meeting
  Required
- Title
  Required
- Type
  Required
- Starts At
- Ends At
- Agenda formatting (advanced)
- Agenda ProseMirror sample (copy/paste)
- Agenda (ProseMirror JSON)
Action
Write
- Client
  Required
- Action Item ID
  Required
Action
Search
- Client ID
  Required
Action
Search
- Contract ID
  Required
Action
Search
- Hardware Asset ID
  Required
Action
Search
- Meeting ID
  Required
Action
Search
- Note ID
  Required
Action
Search
- Client
- Service Contract ID
  Required
Action
Search
- Client
  Required
- Completed?
- Overdue?
Action
Search
- Client Name
- Lifecycle
Action
Search
- Client
- Expiry Status
Action
Search
- Client
- Asset Type
- Asset Name contains
- Serial Number
- Contact
Action
Search
- Note
Action
Search
- Client
- Meeting Status
- Meeting Template ID
- Assigned User ID
Action
Search
- Client
- Include Archived Notes
Action
Search
- Contract ID
- Contract Name contains
- Client
- Client Name contains
- Contact ID
- Status
- Type
- Recurring?
- Billable?
- Auto Renew?
- Billing Period
- Addendum?
- Parent Contract ID
- Parent Contract Name contains
- Source Type
Action
Search

For AI agents & developers

Use ClickUp and ScalePad with AI agents and code

Beyond Zap workflows. Call ClickUp and ScalePad actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose ClickUp and ScalePad actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Archive or Delete Task
Create Assessment

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger ClickUp and ScalePad actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* clickup / scalepad action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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G2 Badge - Leader Mid-Market - Winter 2024

93%

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

Connect ClickUp and ScalePad to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate ClickUp on the Zapier blog

Make work flow with AI

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

Learn about AI automation

About ClickUp

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

Learn moreLearn moreHelpHelp

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About ScalePad

ScalePad is a unified platform for MSPs to manage customer success, risk, lifecycle insights, and strategic planning to drive growth and long-term client value.

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IT Operations

Connect ClickUp and ScalePad to power AI-driven automation

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

Use ClickUp and ScalePad with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

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

Connect ClickUp and ScalePad to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

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