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Integrations: Connect to ClickUp

Sync accessFlow issues with tickets in your ClickUp list.

Integrations are available for Business and Enterprise plan customers.

Connect to ClickUp

To connect accessFlow to your ClickUp project

A one-time setup is required to connect to ClickUp by an admin user within accessFlow. You must have an existing ClickUp project with a workspace, folder, and list.

1. Go to Integrations and click Connect Integration on the ClickUp card.

Screenshot of connect ClickUp integration

2. In the Initial Configuration window, enter a name for the integration.

3. In the Authentication window, select Connect.

Screenshot of connect clickup

4. Select a ClickUp workspace and then select Connect Workspace.

Screenshot of select ClickUp workspace

The following message appears.

Screenshot of authorization complete

5. Close the page.

6. In the Authentication window click Next.

Screenshot of next button

7. Select your ClickUp workspace to sync with accessFlow and click Next,

Screenshot of select ClickUp team

8. Select your ClickUp space and click Next,

Screenshot of select ClickUp space

9. Select your ClickUp folder and click Next.

10. Select your ClickUp list and click Next.

Screenshot of select clickup list

11. Map the status in accessFlow with a corresponding status in ClickUp. Each time the status of an issue in ClickUp is changed, the corresponding status in accessFlow is updated

12. Click Finish.

Your ClickUp project is now synced to accessFlow.

Update the connection settings

You may want to change the ClickUp workspace, space, folder or list for exporting issues or the type of issue to create in ClickUp.

To update the connection settings

1. Go to Integrations and click Edit Integration on the ClickUp card.

Screenshot of edit ClickUp integration

2. Select Reconfigure to change the ClickUp integration configuration.

Screenshot of Clickup reconfigure

Export an issue

Export an issue from accessFlow into a ticket in your ClickUp project.

To export an issue

  1. In the Explore or Audits page, select an issue.
  2. In the remediation panel, click Export to create an issue in ClickUp as specified in the connection.

Screenshot of export issue

See Sync with an integrated app