ClickUp

The ClickUp integration connects Rootly with your ClickUp workspace so teams can automatically create and update tasks through Genius workflows. Rootly also receives task events from ClickUp as alerts, enabling bidirectional workflows between the two systems. With the ClickUp integration, you can:

Automatically create ClickUp tasks when incidents are declared or reach a certain state
Create tasks as subtasks of an existing ClickUp task using a parent task ID
Update task title, description, priority, and custom fields as incidents evolve
Receive ClickUp task events (created, updated, deleted) as Rootly alerts

Before You Begin

Before setting up the integration, make sure you have:

A Rootly account with admin permission to manage integrations
A ClickUp account with access to the workspace you want to use
A ClickUp Personal API Token (PAT)

This integration requires a Personal API Token (PAT), not an OAuth app token. You can generate one from your ClickUp account settings under Apps > API Token > Generate.

Rootly recommends installing with a dedicated ClickUp service account so the integration does not break if an individual user leaves your organization.

Installation

Open the ClickUp integration in Rootly

Navigate to the integrations page in Rootly and select ClickUp.

ClickUp integration on the Rootly integrations page

Enter your Personal API Token

Paste your ClickUp Personal API Token into the API Key field and select Connect.

ClickUp API key field in the Rootly integration settings

Rootly validates the token and registers a webhook with ClickUp to receive task events. Once connected, the installation is complete.

After installation, the Create a ClickUp Task and Update a ClickUp Task workflow actions are available in your Genius workflows. ClickUp task events will also appear as alerts in Rootly.

Workflow Actions

ClickUp organizes content in a hierarchy: Workspaces (Teams) → Spaces → Folders → Lists. When configuring workflow actions, select each level to narrow down the target list.

Outbound Actions (Rootly → ClickUp)

The actions in this section are used in Incident Workflows. They execute on changes to the Rootly incident or action item.

Create a ClickUp Task for Incident

Creates a new task in a ClickUp list, linked to the Rootly incident.

Field	Description	Required
Team	ClickUp workspace (Team) to use	Yes
Space	ClickUp space within the selected team	Yes
Folder	Folder within the selected space. Leave blank if the list is at the space level
List	ClickUp list where the task will be created	Yes
Title	Task title. Defaults to `{{ incident.title }}`. Supports Liquid	Yes
Description	Task description. Supports Liquid
Priority	Task priority. Auto mirrors the incident severity
Due Date	Task due date. Supports Liquid
Tags	Comma-separated tags to apply to the task
Custom Fields Mapping	JSON mapping ClickUp custom field IDs to values. Supports Liquid
Task Payload	Advanced JSON merged into the task creation request. Supports Liquid

Priority mapping (Auto)

Rootly Severity	ClickUp Priority
Critical	Urgent (1)
High	High (2)
Medium	Normal (3)
Low	Low (4)

Create a ClickUp Task for Incident workflow action configuration form

Create a ClickUp Subtask for Action Item

Creates a new task as a subtask of an existing ClickUp task, linked to a Rootly action item.

When a Create a ClickUp Task for Incident action runs, Rootly stores the resulting task ID on the incident record. Reference it in the Parent Task ID field using Liquid to nest this subtask under the incident task.

Field	Description	Required
Team	ClickUp workspace (Team) to use	Yes
Space	ClickUp space within the selected team	Yes
Folder	Folder within the selected space
List	ClickUp list where the subtask will be created	Yes
Parent Task ID	ID of the ClickUp task to nest this subtask under. Supports Liquid	Yes
Title	Subtask title. Supports Liquid	Yes
Description	Subtask description. Supports Liquid
Completion	Subtask completion. Auto mirrors the action item status	Yes
Due Date	Subtask due date. Supports Liquid
Tags	Comma-separated tags to apply
Custom Fields Mapping	JSON mapping ClickUp custom field IDs to values. Supports Liquid

Create a ClickUp Subtask for Action Item workflow action configuration form

Update a ClickUp Task

Updates an existing ClickUp task linked to a Rootly incident.

Field	Description	Required
Task ID	ClickUp task ID to update. Supports Liquid	Yes
Title	Updated task title. Supports Liquid. Leave blank to keep existing
Description	Updated task description. Supports Liquid
Priority	Updated priority
Due Date	Updated due date. Supports Liquid
Tags	Updated tags
Custom Fields Mapping	Updated custom field values as JSON. Supports Liquid
Task Payload	Advanced JSON merged into the task update request. Supports Liquid

Update a ClickUp Task workflow action configuration form

Update a ClickUp Subtask

Updates an existing ClickUp subtask linked to a Rootly action item.

Field	Description	Required
Task ID	ClickUp subtask ID to update. Supports Liquid	Yes
Title	Updated subtask title. Supports Liquid
Description	Updated subtask description. Supports Liquid
Completion	Updated completion status. Auto mirrors the action item status	Yes
Due Date	Updated due date. Supports Liquid
Tags	Updated tags
Custom Fields Mapping	Updated custom field values as JSON. Supports Liquid

Update a ClickUp Action Item

Updates a ClickUp task that represents a Rootly action item.

Field	Description	Required
Task ID	ClickUp task ID to update. Supports Liquid	Yes
Title	Updated title. Supports Liquid
Description	Updated description. Supports Liquid
Completion	Updated completion status. Auto mirrors the action item status	Yes
Due Date	Updated due date. Supports Liquid
Custom Fields Mapping	Updated custom field values as JSON. Supports Liquid

Update a ClickUp Action Item workflow action configuration form

Inbound Events (ClickUp → Rootly)

The actions in this section are used in Alert Workflows. They execute on update events sent from ClickUp via webhook.

When the integration is installed, Rootly registers a webhook with ClickUp to receive task events. The following events create alerts in Rootly:

ClickUp Event	Description
`taskCreated`	A new task was created
`taskUpdated`	A task field was changed
`taskDeleted`	A task was deleted

Each event creates a Rootly alert with the following labels:

Label	Source
`task_id`	ClickUp task ID
`event`	Event type (`taskCreated`, `taskUpdated`, `taskDeleted`)
`field`	The field that changed (for `taskUpdated` events)
`username`	The user who made the change
`id`	The history item ID (for `taskUpdated` events)

Update Action Item

Use an Alert Workflow with the Update Action Item action to sync ClickUp task changes back to Rootly action items.

Update Action Item action configured with ClickUp alert data

Data Mapping Syntax

Use the following Liquid template in the Data Mapping field to map ClickUp task update fields to Rootly action item fields:

{
  {% if alert.data.history_items[0].field == 'name' %}
    "title": "{{ alert.data.history_items[0].after }}"
  {% endif %}

  {% if alert.data.history_items[0].field == 'status' %}
    {% if alert.data.history_items[0].after.status == 'complete' %}
      "status": "done"
    {% else %}
      "status": "open"
    {% endif %}
  {% endif %}

  {% if alert.data.history_items[0].field == 'priority' %}
    {% if alert.data.history_items[0].after == null %}
      "priority": "medium"
    {% elsif alert.data.history_items[0].after.priority == 'urgent' %}
      "priority": "high"
    {% elsif alert.data.history_items[0].after.priority == 'high' %}
      "priority": "high"
    {% elsif alert.data.history_items[0].after.priority == 'normal' %}
      "priority": "medium"
    {% else %}
      "priority": "low"
    {% endif %}
  {% endif %}

  {% if alert.data.history_items[0].field == 'due_date' %}
    {% if alert.data.history_items[0].after != null %}
      {% assign date = alert.data.history_items[0].after %}
      {% assign dateInSeconds = date | divided_by: 1000 %}
      "due_date": "{{ dateInSeconds | date: "%Y-%m-%d" }}"
    {% endif %}
  {% endif %}
}

ClickUp sends due dates as Unix timestamps in milliseconds. Divide by 1000 and apply the date filter to convert to a readable format.

Uninstall

To remove the ClickUp integration, open the integrations panel in Rootly and select Configure > Delete. Rootly will also remove the registered ClickUp webhook on deletion.

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Before You Begin

Installation