ClickUp Agentic AI

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🎥 Video walkthrough

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Step-by-step guide

1

Choose your ClickUp trigger event

• Type ClickUp in the search bar and click on it.
• Under Triggers, choose one of the following events:
  • Task Created
  • Task Updated
  • Task Deleted
  • Task Priority Updated
  • Task Status Updated
  • Task Tag Updated
• This will define when the Contactswing call is triggered.

2

Set up the ClickUp connection

• Click on Select a connection.
• Choose Create a connection.
• Sign in with your Google Account (or ClickUp credentials) to authorize the integration.

3

Select your ClickUp workspace structure

• After connection, follow these steps to narrow down the task source:
  • Select Workspace → Choose the desired workspace.
  • Select Space → Pick the space where the task is located.
  • Select Folder → Choose the folder within the space.
  • Select List → Pick the list that holds the tasks.
  • Select Task ID → This is used to map the event to a specific task.

4

Configure the Contactswing Call action

• In Contactswing, select CALL as the response type.
• Enter your Workspace API Key.
• Paste the Webhook URL provided by Contactswing.
• This will allow the system to initiate a phone call when the task event occurs.

5

Activate your Agentic AI Flow

• Double-check all trigger and action settings.
• Click Publish to make your automation live.
• Once activated, Contactswing will call automatically when a task is created, updated, deleted, or modified in ClickUp.

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Example scenario

• A task’s priority is updated in ClickUp.
• The Agentic AI flow is triggered.
• Contactswing places a call to the responsible person with an AI-generated message based on the task details.

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Benefits

• Task-to-call automation: Ensure immediate follow-up for high-priority task changes.
• Real-time alerts: Get notified by phone for any critical task updates.
• AI-driven calling: Personalized, automated voice communication powered by your data.