Integrating ClickUp
Connect once. Automate always. Keep your tasks moving from feedback to completion—without lifting a finger.
Integrating ClickUp with Atarim enables you to automatically sync tasks from visual feedback into structured project workflows. With just a few clicks, you can reduce manual task entry, increase alignment across teams, and accelerate delivery timelines.
In this guide, you’ll learn how to:
- Connecting your ClickUp account to Atarim
- Enabling automatic task sync
- Building a custom workflow to automate task creation
Relevant For
- Project Managers
- Operations Teams
- Agencies using ClickUp to manage projects
Prerequisites
- Active Atarim account with access to the Workflows and Integrations features
- Active ClickUp account with workspace-level access
- Access to the ClickUp folder or list where tasks should be added
Firstly, you need to understand the following terminologies in order to know how ClickUp works
- Team: This is the first thing a user needs to set when working on ClickUp. Without setting up a team you cannot use any ClickUp functionality. The team contains workspaces.
- Workspace: This is dependent on the team. You cannot set a workspace without first setting a team. The workspace contains folders.
- Folder: This is dependent on the workspace. You cannot set a folder without first setting a workspace. The folder contains task lists.
- Task List: This is dependent on the folder. You cannot set a task list without first setting a folder. task list contains tasks.
- Task: This is dependent on the task list. You cannot set a task without first setting a task list.
Step-by-Step Guide
1. Connect Atarim to ClickUp
Description:
This step links your ClickUp workspace with Atarim.
Instructions:
- Open Settings in your Atarim workspace.
- Go to the Integrations tab.
- Scroll to the Project Management Tools section.
- Find ClickUp and toggle it on.
- Click Connect with ClickUp and log in to authorize.
- Select the ClickUp workspace you want to connect.
- After a successful connection, you’ll return to Settings.
- Ensure the correct Teams and Workspace are selected.
- Enable Automatic task sync to push Atarim tasks to ClickUp.
- Select the folder and task list where you want the sync to occur.
- Click on Save
Tip: Make sure you’re logged into the correct ClickUp workspace before starting the connection flow—especially if you manage multiple accounts.
2. Access the Workflows Section
Description:
This is where all automations are managed and created.
Instructions:
- In the left-hand menu, click on Workflows.
- You’ll land on the Templates screen with several pre-built automation options.
Tip: Templates are a great starting point. You can duplicate and modify them to fit your specific use case.
3. Create a New Automation
Description:
Begin building your custom “if this, then that” automation between Atarim and ClickUp.
Instructions:
- Click Custom Automation at the top-left of the screen.
- You’ll be taken to a blank automation canvas.
Note: You can create multiple automations for different triggers and clients to keep workflows organized.
4. Set Up the Trigger
Description:
Select the Atarim event that will start the automation.
Instructions:
- Under When this event happens, click Select Trigger.
- Choose a trigger such as:
- “A task was added”
- “The task status is set to open”
- Decide whether this trigger should apply to all projects or specific projects only.
Tip: Use project-specific triggers for more precise control. This is especially useful if you manage workflows differently per client or department.
5. Add an Action for ClickUp
Description:
Define what should happen in ClickUp once the Atarim trigger fires.
Instructions:
- Under Then perform this action, click Select Action.
- Choose Add a task to ClickUp.
- Configure the action:
- Select the ClickUp Workspace
- Choose the Project or Folder where the task should be added
- Optionally map task fields from Atarim (e.g., title, description, due date)
Tip: When mapping fields, keep naming consistent between Atarim and ClickUp to make tasks easier to manage for your team.
6. Save and Activate
Description:
Give your automation a name and make it live.
Instructions:
- Go to the Manage tab of your automation.
- Toggle the automation ON to activate it.
- Name the automation something descriptive (e.g., “Client Feedback to ClickUp”).
- Click Save Automation.
Tip: Use consistent naming conventions (e.g., by client name or workflow type) to keep automations organized.
FAQs
Only if the same trigger is configured across multiple workflows. Use project-specific scopes to prevent overlap.
You’ll need to reconnect and reselect the appropriate folder and task list in your Atarim settings.
Yes. Once the trigger event occurs in Atarim, the task is created in ClickUp.
This workflow pushes tasks from Atarim to ClickUp. Updates made in ClickUp do not reflect back into Atarim.
Tips & Tricks
- Segment automations by client or project type for better tracking and flexibility.
- Use consistent naming across Atarim tasks and ClickUp to reduce confusion.
- Map key fields (like status or urgency) to ClickUp custom fields if needed for better reporting.
- Audit your automations regularly in the Workflows section to remove duplicates or outdated logic.
- Test with an internal project first before rolling it out to client workspaces.
Summary
By connecting Atarim with ClickUp and using automation workflows, you’re not just eliminating busywork—you’re unlocking a smarter way to manage feedback and project delivery.
With your integration live:
- Tasks created in Atarim instantly appear where your team works—in ClickUp.
- Everyone stays aligned, and nothing gets lost between revisions.
- You save time, reduce manual errors, and get to delivery faster.
