1. General Information
ClickUp is an all-in-one productivity and project management platform founded in 2017, designed to replace multiple workplace tools by combining tasks, docs, chat, goals, and whiteboards into a single system. It is widely used by teams across industries for collaboration, workflow automation, and efficiency.
2. Connect ClickUp to OneTeg
Upon successful authentication to the ClickUp platform, select the user icon located in the upper right corner of the interface, then proceed to the ClickUp API section accessible via the left-hand navigation menu.
Generate a new API token or regenerate an existing one. Ensure that this API token is securely saved for use in the OneTeg connection to ClickUp.
3. Connection Settings and Configuration for OneTeg
|
Settings Parameters |
Value |
Description |
Required (Y/N) |
|---|---|---|---|
|
Connection Name |
ClickUp Connection |
Preferred Connection Designation |
Y |
|
Connector |
ClickupConnector-v1.1 |
Preferred Connector Designation |
Y |
|
Endpoint URL |
Endpoint required for performing CRUD operations |
Y |
|
|
Api Key |
<API Key> |
API Key acquired from ClickUp Platform |
Y |
4. Important Note For Required Fields for ClickUp Actions and Options
For the majority of operations performed on ClickUp, certain mandatory fields are required as path variables or parameters, such as space_id, folder_id, list_id, and task_id.
Each Flow created within ClickUp commences with the initial step corresponding to the action Authorization: Get Authorized Teams (GET). This particular action does not require any variables to be passed along with the request. It retrieves the teams associated with the user by utilizing the API token.
The team_id obtained from this action is subsequently used to retrieve Spaces in the following step. From the output data of the Space step, the space_id is utilized to obtain the Folders within a given space. Using the folder_id retrieved from the preceding step, Lists within a folder can be accessed. Similarly, the list_id obtained from the previous step is employed to retrieve tasks within the list. Below is an example illustrating the flow for creating a task.
Within the Create a Task action, we utilize the id of one of the lists from the previous step to generate a task.
