> ## Documentation Index
> Fetch the complete documentation index at: https://docs.contactswing.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# ClickUp Agentic AI

Learn how to integrate ClickUp with ContactSwing's phone capabilities. This guide shows you how to automate task-triggered communications.

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## 🎥 Video walkthrough

<div class="card-video">
  <video src="https://storage.googleapis.com/helpsessionvideos/Contactswing/Videos/clickup.mp4" autoplay playsinline controls title="ClickUp to Contactswing Workflow" />
</div>

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## Step-by-step guide

<Steps>
  <Step title="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.

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/ck1.jpg" alt="Workflow" />
  </Step>

  <Step title="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.

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/ck2.jpg" alt="Workflow" />
  </Step>

  <Step title="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.

    <img src="https://mintlify.s3.us-west-1.amazonaws.com/contactswing/https:/storage.googleapis.com/helpsessionvideos/Contactswing/images/ck3.jpg" alt="Workflow" />
  </Step>

  <Step title="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.

    <img src="https://storage.googleapis.com/helpsessionvideos/Contactswing/images/ck4.jpg" alt="Workflow" />
  </Step>

  <Step title="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.
  </Step>
</Steps>

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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.

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Integrating **ClickUp** with **Contactswing** ensures your team and stakeholders never miss a beat — combining productivity with proactive communication. 🚀📞
