Microsoft Teams
ClickUp
zapier

An automated workflow using zapier

Connects Microsoft Teams + ClickUp

Add new mentions from Microsoft Teams as ClickUp tasks

About this workflow template

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.

Microsoft Teams and ClickUp can also be integrated using automation tools other than zapier:

Diagram

Add new mentions from Microsoft Teams as ClickUp tasks
Workflow diagram: Microsoft Teams + ClickUp integration

How it works?

When this trigger fires in Microsoft Teams

Microsoft Teams

New Channel Mention 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

ClickUp

Create Task in ClickUp

Creates a new task.

How to set up this workflow

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

Configure Applications

First, we need to connect Microsoft Teams and ClickUp to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Microsoft Teams to Zapier.

    Connect Microsoft Teams to Zapier.

    Give Zapier access to your Microsoft Teams account, using Microsoft Teams credentials.

  • Connect ClickUp to Zapier.

    Connect ClickUp to Zapier.

    Give Zapier access to your ClickUp account, using ClickUp credentials.

Part II

Build an integration workflow

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

    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

    Then set up an Action for ClickUp

    Choose this action: Create Task (Creates a new task.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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!

Supported triggers and actions

  • ClickUp

    New task

    Triggers when tasks are added.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • ClickUp

    Task changes

    Triggers when a task changes.

    zapier
    triggerbyzapier
  • ClickUp

    Watch tasks

    Triggers when a task or subtask is created or updated.

    integromat
    triggerbyintegromat
  • ClickUp

    New task (instant)

    Triggers instantly when a new task is created

    pabbly-connectpipedream
    triggerbypabbly-connectpipedream
  • ClickUp

    New folder (instant)

    New folder (instant)

    pipedream
    triggerbypipedream
  • ClickUp

    New list (instant)

    New list (instant)

    pipedream
    triggerbypipedream
  • Microsoft Teams

    Send channel message

    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.

    zapierintegratelyalbato
    actionbyzapierintegratelyalbato
  • Microsoft Teams

    Send chat message

    Sends a message in an existing chat.

    zapierintegrately
    actionbyzapierintegrately
  • Microsoft Teams

    Create 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.

    zapierintegrately
    actionbyzapierintegrately
  • Microsoft Teams

    Post to channel

    This action will post a message to the specified channel.

    ifttt
    actionbyifttt
  • Microsoft Teams

    Send a message

    Sends a message to a team's channel or to a chat.

    integromat
    actionbyintegromat
  • Microsoft Teams

    Send a channel message

    Send a Message to a selected channel

    automateio
    actionbyautomateio

Apps you need

Microsoft Teams

Microsoft Teams

Video Conferencing

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

ClickUp

Project Management

A Comprehensive Productivity and Project Management Tool

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

Zapier

Automation Platforms

No-code automation service

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.