ClickUp integration + automation

ClickUp integrations couldn’t be easier with the Tray Platform’s robust ClickUp connector, which connects any services without the need for separate integration tools.

ClickUp

Seamless ClickUp integrations

Building custom ClickUp integrations has never been easier. Anyone can use our 100% visual, drag-and-drop interface to connect any data source and cloud tool in their tech stack in minutes. Make your project management even more efficient and shatter communication silos with the low-code Tray Platform.

You don’t need IT support to stand up integrations that connect ClickUp to any data source, including flat files such as CSVs, and any other cloud-based app, even using data in custom fields. Using our ClickUp connector, sync your team’s to-do lists, documents, events, and chats with the tools you use every day.

Beyond custom integrations, the Tray Platform also makes it easy to stand up powerful ClickUp automation. Seamlessly collaborate across your organization and complete mission-critical projects faster with dynamic, multi-step automation that saves you hours of manual data entry. Now, you can execute all your projects with precision and do more faster.

ClickUp automation for any use case

Business users in sales, marketing, HR, business operations, and many other teams across the organization love using the Tray Platform to stand up custom ClickUp automation. We give you the power to scale your team’s internal productivity and refocus your attention on project planning and execution.

Our platform’s flexibility means that you can seamlessly integrate any of your favorite applications, including your CRM, collaboration tool, helpdesk, marketing automation platform, and others. Now, you can centralize all your projects and get your team on the same page with powerful automated workflows. Streamline approvals by creating new tasks whenever a teammate submits a request form. Speed up issue resolution by creating new tasks when a customer submits a service ticket. Or, scale collaboration in real-time by sending notifications whenever you update a project in your collaboration tool.

We offer a full library of pre-built connectors, data helpers, and custom logic operators so you can stand up highly customized ClickUp automation that fulfills your exact business needs and specifications.

Heavy-duty ClickUp use cases

The Tray Platform is easy enough for business users to stand up their own custom integrations in minutes. Power users also depend on our platform to handle large-scale data jobs that process billions of events every day. Additionally, we built our platform on elastic, serverless architecture, meaning your workflows scale with your unique data needs.

Execute your projects on-time and on-budget with next-level ClickUp automation. Need to expedite the proofing and approvals process in ClickUp by automatically alerting key stakeholders? Need to track projects and review work done by contractors and external teams all inside ClickUp? The Tray Platform can automate any use case since we also connect important apps such as Todoist, Slack, Jira, HubSpot, and many others.

We’ve made enterprise-grade security a top priority for the Tray Platform. That’s why our platform is SOC 2 Type 2-certified and compliant with data privacy regulations such as GDPR, CCPA, and HIPAA.

Popular ClickUp integrations

ClickUp and Salesforce

ClickUp and Stripe

ClickUp and Azure Active Directory

ClickUp and Microsoft Dynamics 365

ClickUp and QuickBooks Online

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