ClickUp Integration

The ClickUp integration connects your ClickUp Workspace to SparrowDesk. Agents can create ClickUp tasks from a conversation or link existing ones, so the team doing the work sees what the customer reported.

What You Need First

• The Manage Apps permission to connect or disconnect ClickUp. Admins and Account Owners have it by default.
• A ClickUp account with access to the Workspace you want to connect.
• Available on all plans.

Connect ClickUp

1. Go to Settings → App store.
2. Find ClickUp and click Connect.

3. Sign in to ClickUp and authorize SparrowDesk.
4. Select the ClickUp Workspace to connect. You can connect one Workspace per account.

Once connected, every agent can use ClickUp from a conversation. No individual setup is needed.

Create a ClickUp Task From a Conversation

1. Open the conversation.
2. In the ClickUp panel, open the Add ClickUp task menu. Once tasks are linked, this moves to the panel header as Add.
3. Click Create new task.

4. Choose a Space.
5. Choose a List. If the List sits in a Folder, choose the Folder first. Lists outside Folders work too.
6. Enter a task name.
7. Optionally add a description, assignees, priority (Urgent, High, Normal, or Low), due date, tags, or attachments. Assignees come from your ClickUp Workspace members. Attachments can be up to 100 MB per file, with up to 10 files per task.

8. Click Create task.

The task is created in ClickUp and linked to the conversation.

Link Existing ClickUp Tasks

1. In the ClickUp panel, open the Add ClickUp task menu, or the Add menu if tasks are already linked.
2. Click Link existing task.
3. In Find the task, search by task name or enter task IDs. You can narrow the search to a List.
4. Select one or more tasks.
5. Click Link task.

The same task can be linked to more than one conversation.

View and Unlink Tasks

Each linked task shows its name, status, assignee (when set), and a link to open it in ClickUp.

To remove a task from the conversation, click the unlink icon on that task. This removes the link only. The task stays in ClickUp.

If a task is deleted in ClickUp, it disappears from every conversation it was linked to. Agents aren't notified.

What Syncs and What Doesn't

Syncs: tasks created from SparrowDesk, links between conversations and tasks, and the task details shown in the panel.

Doesn't sync:

• ClickUp doesn't change the conversation's status. For example, when a task moves to Done in ClickUp, update the conversation yourself.
• Comments and activity in ClickUp.
• ClickUp custom fields.
• You can't create conversations from ClickUp.

Disconnect ClickUp

1. Go to Settings → App store.
2. Select ClickUp.
3. Click Disconnect.

Note: Disconnecting removes every link between conversations and ClickUp tasks for your whole account. The tasks themselves stay in ClickUp.

FAQ

1. Who can connect ClickUp?
   Team members with the Manage Apps permission. Admins and Account Owners have it by default. Once connected, every agent can create, link, and unlink tasks.
2. Can I connect more than one ClickUp Workspace?
   No. You can connect one Workspace per account.
3. Can the same task be linked to more than one conversation?
   Yes. You can also link several tasks to one conversation at once.
4. Can I see a ClickUp task's status in SparrowDesk?
   Yes. Each linked task shows its status in the ClickUp panel. The task's status doesn't change the conversation's own status.
5. What happens if a task is deleted in ClickUp?
   It disappears from every conversation it was linked to, without a notice.
6. What happens if I disconnect ClickUp?
   All links between conversations and ClickUp tasks are removed for your whole account. Your tasks stay in ClickUp.
7. Is there a limit on attachments?
   Yes. Each file can be up to 100 MB, with up to 10 files per task.