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ClickUp

The ClickUp connector enables seamless task and project management by syncing tasks, comments, and team data between ClickUp and Zendesk, streamlining support workflows and project tracking.

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關於此連接器

This integration connects ClickUp to Zendesk's action builder, allowing admins to "integrate Zendesk with external systems in automated workflows." It automates the synchronization of tasks, comments, and project data between ClickUp and Zendesk. The connector enables support teams to create and update ClickUp tasks directly from Zendesk tickets, search for existing tasks, add comments for collaboration, and retrieve team member and workspace information. This integration helps bridge the gap between customer support and internal project management, ensuring that customer requests translate seamlessly into actionable tasks while maintaining visibility across both platforms.

Actions

可執行下列動作

  • Create task

  • Update task

  • Search tasks

  • Lookup task

  • Create comment

  • Lookup list

  • Lookup user

  • Lookup space

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連接器詳細資料

需求條件

  • ClickUp workspace with appropriate permissions

  • All Suites: Growth, Professional, Enterprise, or Enterprise Plus

  • Support: Team, Professional, or Enterprise

  • ClickUp API token with access to target workspaces

  • Permissions to create and update tasks in target lists/spaces

  • Access to view users and spaces within the workspace

如何連接

  1. Generate API token in ClickUp (Settings > Apps > API Token)

  2. In Zendesk Admin Center, go to Apps and integrations > Actions > Action flows

  3. Click "Connect to ClickUp" or connect via External actions

  4. Enter your ClickUp API token

  5. Click Allow connection

  6. Configure default workspace and space settings (optional)

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