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Introduction
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.
We recommend 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.
Enter your Personal API Token
Paste your ClickUp Personal API Token into the API Key field and select Connect.
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.