Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.

Introduction

Connect ClickUp to Sana to manage tasks, track time, and organize your workspace. Create and update tasks, manage checklists, add comments, and navigate spaces, folders, and lists — all without leaving Sana.

In summary, the connector has the following key characteristics:

Category: Project management
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed

Capabilities

This connector is able to do the following:

Capability

Get tasks

Create tasks

Update tasks

Delete tasks

Manage checklists

Track time

Manage comments

Manage spaces and folders

Tools

While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about ClickUp. In practice, the agent may call one or more tools to achieve a single capability.

Tool

Create chat view comment

Create checklist

Create checklist item

Create folder

Create list

Create list comment

Create space

Create task

Create task comment

Create task from template

Create threaded comment

Create time entry

Create view comment

Delete checklist

Delete checklist item

Delete comment

Delete folder

Delete list

Delete space

Delete task

Get custom fields

Get folder

Get folder views

Get folders

Get list

Get list comments

Get list views

Get lists

Get space

Get space views

Get spaces

Get task

Get task comments

Get task templates

Get tasks

Get team views

Get view

Get view comments

Get view tasks

List authorized team id options

List workspaces options

Remove task custom field

Start time entry

Stop time entry

Update checklist

Update checklist item

Update comment

Update folder

Update list

Update space

Update task

Update task custom field

Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.

Triggers

While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in ClickUp.

Trigger

New Folder (Instant)

New List (Instant)

New Task (Instant)

New Task Advanced (Instant)

New Task Comment (Instant)

New Task Comment Updated (Instant)

New Updated Task (Instant)

Scope and permissions

This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions.

Set up instructions

Prerequisites:

You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.

Step 1: Go to the connectors page in Sana

In Sana, click on your profile icon and name in the bottom left corner and select Connectors.

Step 2: Find ClickUp in the list of available connectors

Scroll to the Available connectors section and locate ClickUp.

Note: If you can't find a connector in this list, it means one of the following:

You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.

Step 3: Hover the connector card and click the connect button

Hover the ClickUp card and click the Connect button.

Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.

Step 4: Initialize the Pipedream connection

When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.

Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.

Step 5: Sign in to ClickUp and approve the requested scopes

You'll be redirected to ClickUp to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.

Step 6: Complete the set up

You've successfully connected your ClickUp account. Click Continue to complete the setup and start using the connector.