DocsAutomator
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    • Airtable
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    • ClickUp
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    • DocsAutomator API
  • ✨Features
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      • Line Items Grouping + Calculations
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    • Advanced Placeholder Options
      • Conditional Paragraph / Row Deletion
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      • Saving Google Docs
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    • DocsAutomator Reviews
    • Troubleshooting Guide
      • Airtable: 30 seconds limit on automation scripts
      • Airtable: Attachment url issue when sending emails
      • Tab cover page added in generated documents
      • Data source is set as Airtable and no record id is given
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On this page
  • Overview of available fields and formatting
  1. Integrations / API

ClickUp

ClickUp is a cloud-based productivity platform that offers task management, time tracking, and collaboration tools for teams and individuals.

PreviousNolocoNextZapier

Last updated 11 months ago

DocsAutomator integrates natively with ClickUp and allows for seamless document creation from your ClickUp tasks. Let’s find out how 🙂

New to DocsAutomator? The fastest way to get started with ClickUp is our quick start guide: Quickstart Guide Come back here for more in-depth features.

Printed PDFs will be added as attachments to your tasks. Currently, new PDFs are added and there is no option yet to overwrite previous attachments (currently a limitation of ClickUp unfortunately).

Only one team / workspace is allowed currently. If multiple workspaces are selected when connecting ClickUp, only the first one is available for data mapping.

Overview of available fields and formatting

Type
Task field
Print example
Description

Native

Name

“Task Name”

Unmodified

Native

Description

“Some Description”

Unmodified

Native

Task ID

“861mtbuq3”

Unmodified

Native

Custom Task ID

“#12345#

Unmodified

Native

Status

“To-Do”

Unmodified

Native

Priority

“High”

Unmodified

Native

Start date

“05/05/2023”

Printed according to date settings in DocsAutomator

Native

Due date

“05/05/2023”

Printed according to date settings in DocsAutomator

Native

Date created

“05/05/2023”

Printed according to date settings in DocsAutomator

Native

Date updated

“05/05/2023”

Printed according to date settings in DocsAutomator

Native

Date done

“05/05/2023”

Printed according to date settings in DocsAutomator

Native

Date closed

“05/05/2023”

Printed according to date settings in DocsAutomator

Native

Assignees

“Ford Prefect”

Unmodified

Native

Created by

“Ford Prefect”

Unmodified

Custom

Checkbox

“✅” or “❌”

Icon depending on state

Custom

Date

“05/05/2023”

Printed according to date settings in DocsAutomator

Custom

Dropdown

“Option C”

Unmodified

Custom

Email

“ford@prefect.com”

Unmodified

Custom

Files

Image

Custom

Formula

“3.33333”

Only the value is printed, currencies are currently not preserved (coming soon!)

Custom

Labels

“One, two, three”

Comma-separated and in the order as given in ClickUp

Custom

Location

“155 Country Lane, Cottington, Cottingshire County, UK”

Unmodified

Custom

Money

“$500.00”

Printed according to locale settings in DocsAutomator. Currency is taken from ClickUp.

Custom

Number

“500”

Unmodified

Custom

People

"Ford Prefect, Arthur Dent”

Comma-separated and in the order as given in ClickUp

Custom

Phone

"+1 234 567 8”

Unmodified

Custom

Progress (Auto)

“75%”

Percent value

Custom

Progress (Manual)

“75%”

Percent value

Custom

Rating

“😍😍😍😍😍”

Emoji is taken from ClickUp

Custom

Relationship

NOT SUPPORTED

NOT SUPPORTED CURRENTLY (coming soon!)

Custom

Rollup

NOT SUPPORTED

NOT SUPPORTED CURRENTLY (coming soon!)

Custom

Tasks

NOT SUPPORTED

NOT SUPPORTED CURRENTLY (coming soon!)

Custom

Text

"ABC”

Unmodified

Custom

Text Area (long text)

“Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.”

Unmodified

Custom

Website

“https://docsautomator.co/”

Unmodified

Files can be printed as images if the placeholder follows DocsAutomator’s convention:

Adding Images
🔗
Page cover image