ClickUp + Zengine

ClickUp + Zengine integrations

Create tasks in ClickUp for new records in Zengine

Streamline your task creation process with this workflow. Whenever a new record is detected in your Zengine, it will immediately result in a new task in your ClickUp. This consolidation of processes contributes to better team coordination and productivity by ensuring no item on your agenda goes unnoticed.

When this happens...
New RecordTriggers when a new record is added to a form of your choice.
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with Zengine and ClickUp

Discover other triggers and actions you can use with Zengine and ClickUp

- Workspace
Trigger
Instant
Try It
- Workspace
Trigger
Instant
Try It
- Workspace
  Required
- Form
- Record
- Comment
Action
Write
- Workspace
- Form
  Required
- Record
  Required
Action
Write
- Workspace
- Form
  Required
- File Upload Field
  Required
- File
Action
Write

- Copy
- Workspace
- Form
  Required
- Record - Search Condition
- Record
- Record Title - Search Condition
- Record Title - Search Value
- Folder - Search Condition
- Folder - Search Value
- Created by User
- Draft
- Folder
- Save as Draft?
Action
Search or write
- 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

- Form
  Required
- Workspace
Trigger
Instant
Try It
- Form
  Required
- Workspace
Trigger
Instant
Try It
- Workspace
- Form
  Required
- Folder
- Save as Draft?
Action
Write
- Copy
- Workspace
- Form
  Required
- Record
  Required
- Folder
- Save as Draft?
Action
Write
- Copy
- Workspace
- Form
  Required
- Record - Search Condition
- Record
- Record Title - Search Condition
- Record Title - Search Value
- Folder - Search Condition
- Folder - Search Value
- Created by User
- Draft
Action
Search
- 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

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 Zengine

Zengine by WizeHive is a flexible solution for managing grants, scholarships, fellowships, and more through the entire program lifecycle—providing tailored workflows, engaging experiences, and impact analysis to mission-driven organizations.

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