This automation scenario allows you to connect Microsoft Teams and ClickUp
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Microsoft Teams and ClickUp can also be integrated using automation tools other than zapier:
When this trigger fires in Microsoft Teams
Triggers when a member or highlight word is mentioned in a channel. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.
Then this action happens in ClickUp
Creates a new task.
This guide contains information on how to set up an automatic workflow that allows to Add new mentions from Microsoft Teams as ClickUp tasks.
Part I
First, we need to connect Microsoft Teams and ClickUp to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Microsoft Teams to Zapier.
Give Zapier access to your Microsoft Teams account, using Microsoft Teams credentials.
Connect ClickUp to Zapier.
Give Zapier access to your ClickUp account, using ClickUp credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Microsoft Teams
Choose the following trigger: New Channel Mention (Triggers when a member or highlight word is mentioned in a channel. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.).
Then set up an Action for ClickUp
Choose this action: Create Task (Creates a new task.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Microsoft Teams and ClickUp.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new mentions from Microsoft Teams as ClickUp tasks!
Triggers when tasks are added.
Triggers when a task changes.
Triggers when a task or subtask is created or updated.
Triggers instantly when a new task is created
New folder (instant)
New list (instant)
Sends a message to a channel. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.
Sends a message in an existing chat.
This action will post a message to the specified channel.
Creates a new channel within a team. Requires installation of the [Zapier app](https://appsource.microsoft.com/en-us/product/office/WA200002044) from the Teams Store.
Sends a message to a team's channel or to a chat.
Send a Message to a selected channel
Online service for video and web conferencing, meetings, calls, and collaboration from Microsoft
Microsoft Teams is the ultimate workspace that seamlessly combines workplace chat, file storage, video meetings, and app integration. Boost your team's engagement and performance like never before.
ClickUp is a highly-rated, cloud-based project management tool that consolidates tasks, docs, chat, and goals into a single, customizable platform. Used by top companies like Airbnb, Google, and Uber, it's perfect for anyone looking to simplify their workload.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.