Integrate Autotask with ClickUp

Appy Pie Connect allows you to automate multiple workflows between Autotask and ClickUp

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About Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

About ClickUp

ClickUp is a cloud-based collaboration and project management platform that allows you to manage your work and personal tasks in an efficient way. From assigning tasks, to holding discussions, to creating milestones and tracking timesheets for individual or shared projects, ClickUp delivers the right features in an intuitive interface.

Want to explore Autotask + ClickUp quick connects for faster integration? Here’s our list of the best Autotask + ClickUp quick connects.

Explore quick connects

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Connect Autotask + ClickUp in easier way

It's easy to connect Autotask + ClickUp without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Contract

    Trigger when a new contract created.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Invoice

    Triggers whenever a new invoice is added.

  • New Item Or Service

    Triggers whenever a new item/service is added.

  • New Opportunity

    Triggers whenever a new opportunity is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Task

    Triggers when a updated task is found.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • New Folder

    Triggers when new folders are created.

  • New List

    Triggers when new lists are created.

  • New Task

    Triggers when tasks are added.

  • Updated Task

    Triggers when tasks updated.

  • Actions
  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

  • Create Folder

    To Creates a new folder

  • Create List

    Creates a new list

  • Create Subtask

    Creates a new subtask

  • Create Task

    Creates a new task.

  • New Checklist

    Add a checklist to a task

  • Post a Task Comment

    Post a comment to a task

  • Update Task

    Updates an existing task.

How Autotask & ClickUp Integrations Work

  1. Step 1: Choose Autotask as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick ClickUp as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Autotask to ClickUp.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Autotask and ClickUp

Autotask is a software that allows you to manage your business via computer. It provides you with the ability to work from anywhere and at any time. The software helps you stay organized and keeps all of your employees on the same page because it does not matter whether they are in the office or not, they can still do their jobs from anywhere in the world. Autotask is a software that automates and streamlines your business processes. It improves efficiency and accuracy while allowing your team to focus on their core business activities. The software is very flexible and adaptable therefore it supports all sizes of businesses. From a small mom-and-pop store to a big corporation, Autotask is able to meet all of their needs.

On the other side, ClickUp is an online project management tool that helps teams to organize their work, communicate better, and get more done. Using agile methodology, ClickUp lets users plan projects and manage tasks like who’s going to do what, when, where, how much, and why–all in one place. ClickUp doesn’t hold back; it gives everything away for free so that businesses can grow faster and stronger. What about security? Well, ClickUp is built with security in mind. Your data is safe and secure in the cloud in order to protect sensitive information.

    Integration of Autotask and ClickUp

  • Autotask and ClickUp are integrated together through API which allows to add customers, vendors, contacts, projects, etc. from one system into another one.
  • With integration of Autotask and ClickUp, there will be no need to copy-paste data back and forth between two systems which will save a lot of time and reduce risks.
  • The integration will help both Autotask and ClickUp products to become more powerful and functional which will result in easier work and higher productivity.

    Benefits of Integration of Autotask and ClickUp

  • There will be no need to purchase additional software because integration of Autotask and ClickUp will provide all necessary tools for project management.
  • One can access both Autotask and ClickUp from any device – PC or mobile (iOS or Android.
  • Integration of Autotask and ClickUp creates an opportunity for business owners to manage all aspects of their business such as accounting, customer relationship management, sales process automation, marketing campaign tracking, etc. from a single dashboard. This feature saves time, money and efforts.

With integration of Autotask and ClickUp one can access all project information from a single dashboard which saves time and efforts. Integration of two systems makes life easier for businesses. One doesn't have to waste time on copying-pasting data between different systems and paying for additional software.

The process to integrate Autotask and ClickUp may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm