ClickUp + Microsoft SharePoint

ClickUp + Microsoft SharePoint integrations

Update custom field values in ClickUp when new or updated list items occur in Microsoft SharePoint

Stay updated with your projects effortlessly with this seamless workflow. When changes are made to list items in Microsoft SharePoint, this will result in updating the custom field value in ClickUp. This automatic process not only keeps your ClickUp records current but also saves precious time and boosts productivity. Evade the mundane task of manual updating and let this integration give an immediate response to alterations in SharePoint.

When this happens...
New or Updated List ItemTriggers when a list item is created or updated.
TriggerPolling
automatically do this!
Update Custom Field ValueUpdate value of a custom field for a selected task
ActionWrite

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More things you can do with Microsoft SharePoint and ClickUp

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- Site
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- Site
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- Site
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- Site
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- Folder
- Folder Name
  Required
Action
Write

- Site
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- List
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Action
Write
- Site
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- Document Library
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- Browse to Folder
- File or Folder
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- Recipients
  Required
- Permission Level
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- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
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- Site
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- Document Library
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- Folder
- File name
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- Text content
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- List Item ID
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- Document Library
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- File
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- New Name
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- Folder
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- File name
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- Copy
- Site
- Document Library
- Search For
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- Search Query
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Action
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- Search Query
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- Copy
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- Document Library
- File or Folder ID
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- Site
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- Document Library
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- File or Folder
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- Site
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- Page ID
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Action
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- Workspace
  Required
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Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
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Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- Workspace
  Required
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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
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- Workspace
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- File
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Action
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- Workspace
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- Task Name
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Write
- Task Id
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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
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- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
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Search

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- Document Library
- Folder
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Polling
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- Site
  Required
- List
  Required
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Polling
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- Site
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- List
  Required
Trigger
Polling
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- Info
- Source Site
  Required
- Source Document Library
  Required
- File or Folder ID
  Required
- Destination Site
  Required
- Destination Document Library
  Required
- Destination Folder
Action
Write
- Site
- List Name
  Required
- Description
- List Template
Action
Write
- Site
  Required
- Title
  Required
- URL Name
- Description
- Page Layout
Action
Write
- Site
  Required
- Document Library
  Required
- Browse to Folder
- File or Folder to Share
  Required
- Permission
- Who Can Access
- Expiration Date
Action
Write
- Copy
- Site
  Required
- Document Library
  Required
- Folder
- File or Folder ID
  Required
Action
Write
- Copy
- Site
  Required
- Page
  Required
Action
Write
- Copy
- Site
  Required
- Document Library
  Required
- Item
  Required
- Folder
- New name
Action
Write
- Site
  Required
- Document Library
  Required
- Browse to Folder
- File or Folder
  Required
- Email Address
- Permission ID
Action
Write
- Site
  Required
- List
  Required
- List Item ID
  Required
- ETag
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Site
  Required
- List
  Required
Action
Search
- Info
- Monitor URL
  Required
Action
Search
- Copy
- Site
  Required
- Document Library
  Required
- Folder
  Required
Action
Search
- Site
  Required
- List
  Required
- List Item ID
  Required
Action
Search
- Site
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Search
- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
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Instant
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- Reaction(s)
- Workspace
  Required
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Instant
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- Workspace
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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
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- Document
  Required
- Name
- Content
- Subtitle
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- Description
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Action
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- Workspace
  Required
- List Name
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- Workspace
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- Start
  Required
- End
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- Workspace
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- Assignee Emails
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- Start Date
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- Name
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- HTTP Method
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- URL
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- Query string parameters
- Additional request headers
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Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
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Find Task by ID
Find an existing task by its ID.
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  Required
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- Include archived documents?
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About ClickUp

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

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About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

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ClickUp + Microsoft SharePoint

ClickUp + Microsoft SharePoint

Update custom field values in ClickUp when new or updated list items occur in Microsoft SharePoint

More things you can do with Microsoft SharePoint and ClickUp

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