ClickUp

ClickUp is a cloud-based collaboration and project management tool suitable for businesses of all sizes and industries. Features include communication and collaboration tools, task assignments and statuses, alerts, and a task toolbar. For more information on ClickUp, see the company website. In the context of Nintex Workflow, ClickUp is a connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events..

The ClickUp connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events. is used to create connections for ClickUp actions A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process.. Use ClickUp actions to create and update a task in ClickUp.

Create a ClickUp connection

Create a connection from the connections page or from the action configuration panel when configuring the action. For information about creating connections and assigning permissions, see Manage connections.

ClickUp account requirements

• Nintex Workflow uses the Nintex Workflow - ClickUp Connector to create ClickUp connections.
• The account you use to create a connection for ClickUp is the account that has access to the ClickUp actions.
• You need generate an ClickUp API Token to use as the API Key when creating the connection. Log in to your ClickUp account and navigate to the Settings > My Apps > Apps page to generate an API Token.