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Beyond-Bot.ai + clickup
ClickUp unifies tasks, docs, goals, and chat in a single platform, allowing teams to plan, organize, and collaborate across projects with customizable workflows
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to clickup.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in clickup.
Trigger Workflows
Start automated workflows in clickup based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within clickup.
Clickup Create Folder
Creates a new clickup folder within the specified space, which must exist and be accessible.
Clickup Create List
Creates a new list in clickup within a specified, existing folder.
Clickup Create Task
Creates a new clickup task in a specific list, optionally as a subtask if a `parent` task id (which cannot be a subtask itself and must be in the same list) is provided.
Clickup Create Task Comment
Adds a comment to a clickup task; `team id` is required if `custom task ids` is true.
Clickup Delete Task
Permanently deletes a task, using its standard id or a custom task id (requires `custom task ids=true` and `team id`).
Clickup Get Task
Retrieves comprehensive details for a clickup task by its id, supporting standard or custom task ids (requires `team id` for custom ids).
Clickup Update Task
Updates attributes of an existing task; `team id` is required if `custom task ids` is true, use a single space (" ") for `description` to clear it, and provide at least one modifiable field.
Clickup Add Dependency
Adds a 'waiting on' or 'blocking' dependency to a task, requiring either `depends on` (task becomes waiting on) or `dependency of` (task becomes blocking), but not both; `team id` is required if `custom task ids` is true.
Clickup Add Guest To Folder
Adds a guest to a folder with specified permissions; requires a clickup enterprise plan.
Clickup Add Guest To List
Shares a clickup list with an existing guest user, granting them specified permissions; requires the workspace to be on the clickup enterprise plan.
Clickup Add Guest To Task
Assigns a guest to a task with specified permissions; requires clickup enterprise plan, and `team id` if `custom task ids` is true.
Clickup Add Tags From Time Entries
Associates a list of specified tags with one or more time entries within a given team (workspace).
Clickup Add Tag To Task
Adds an existing tag to a specified task; team id is required if custom task ids is true.
Clickup Add Task Link
Links two existing and accessible clickup tasks, identified by `task id` (source) and `links to` (target).
Clickup Add Task To List
Adds an existing task to an additional clickup list; the "tasks in multiple lists" clickapp must be enabled in the workspace for this.
Clickup Attachments Upload File To Task As Attachment
Deprecated: use `create task attachment` to upload a file to a task; requires `multipart/form-data`.
Clickup Authorization Get Access Token
Deprecated: use `get access token` instead. exchanges a clickup oauth 2.0 authorization code for an access token.
Clickup Authorization Get Work Space List
Deprecated: use `get authorized teams workspaces` instead to retrieve workspaces (teams) accessible to the authenticated user.
Clickup Authorization View Account Details
Deprecated: use `get authorized user` instead. retrieves details of the authenticated user's clickup account.
Clickup Change Tag Names From Time Entries
Updates the name, background color, and/or foreground color for an existing time entry tag, identified by its current `name` and `team id`.
Clickup Create A Time Entry
Creates a new time entry for a specified team.
Clickup Create Chat View Comment
Posts a new comment to a specified clickup chat view; the 'view id' must correspond to an existing and accessible chat view.
Clickup Create Checklist
Creates a new checklist with a specified name within an existing task, which can be identified by its standard id or a custom task id (if `custom task ids` is true, `team id` is also required).
Clickup Create Checklist Item
Creates a new checklist item within a specified, existing checklist, optionally setting the item's name and assigning it to a user.
Clickup Create Folderless List
Creates a new folderless list (a list not part of any folder) directly within a specified clickup space.
Clickup Create Folder View
Creates a new, highly customizable view within a specific clickup folder using its `folder id`.
Clickup Create Goal
Creates a new goal in a clickup team (workspace).
Clickup Create Key Result
Creates a new key result (target) for a specified goal in clickup to define and track measurable objectives towards achieving that goal.
Clickup Create List Comment
Adds a new comment with specific text to an existing and accessible clickup list, assigns it to a user, and sets notification preferences for all list members.
Clickup Create List View
Creates a new, customizable view (e.g., list, board, calendar) within a specified clickup list, requiring an existing list id accessible by the user.
Clickup Create Space
Creates a new space in a clickup team, with customizable name, privacy, color, and feature settings.
Clickup Create Space Tag
Creates a new tag (name, foreground color, background color) in an existing clickup space.
Clickup Create Space View
Creates a customizable view (e.g., list, board, gantt) within a specified clickup space, allowing configuration of grouping, sorting, filtering, and display settings.
Clickup Create Task Attachment
Uploads a file as an attachment to a specified clickup task, requiring `multipart/form-data` for file upload.
Clickup Create Task From Template
Creates a new task in a specified clickup list from a task template, using the provided name for the new task.
Clickup Create Team
Creates a new team (user group) with specified members in a workspace; member ids must be for existing users, and be aware that adding view-only guests as paid members may incur extra charges.
Clickup Create Webhook
Creates a clickup webhook for a team (workspace) to notify a public url on specified events (at least one, or '*' for all), optionally scoped to a space, folder, list, or task; the endpoint must accept requests from dynamic ips.
Clickup Create Workspace Everything Level View
Creates a new, customizable view (e.g., list, board) at the 'everything' level for a specified team (workspace id), encompassing all tasks within that workspace.
Clickup Delete A Time Entry
Deletes an existing time entry, specified by `timer id`, from a workspace identified by `team id`.
Clickup Delete Checklist
Permanently deletes an existing checklist identified by its `checklist id`.
Clickup Delete Checklist Item
Permanently deletes an existing item, identified by `checklist item id`, from an existing checklist, identified by `checklist id`.
Clickup Delete Comment
Deletes an existing comment from a task using its `comment id`.
Clickup Delete Dependency
Removes two dependency links for `task id`: one where `task id` is blocked by `depends on`, and another where `dependency of` is blocked by `task id`; `team id` is required if `custom task ids` is true.
Clickup Delete Folder
Permanently and irreversibly deletes a specified folder and all its contents (lists, tasks) if the folder id exists.
Clickup Delete Goal
Permanently removes an existing goal, identified by its `goal id`, from the workspace.
Clickup Delete Key Result
Deletes an existing key result, also referred to as a target within a goal, identified by its `key result id`.
Clickup Delete List
Permanently deletes an existing list and all its contents; this action is destructive and irreversible via the api.
Clickup Delete Space
Permanently deletes a specified space in clickup; this action is irreversible as the space cannot be recovered via the api.
Clickup Delete Space Tag
Deletes a tag from a space, identified by `tag name` in path; precise matching of tag details in the request body (`tag name 1`, `tag tag fg`, `tag tag bg`) is generally required for successful deletion.
Clickup Delete Task Link
Deletes an existing link, effectively a dependency or relationship, between two clickup tasks; set `custom task ids=true` and provide `team id` if using custom task ids.
Clickup Delete Team
Permanently deletes an existing team (user group) from the workspace using its `group id`.
Clickup Delete Time Tracked
Deletes a time-tracked interval from a task; use this legacy endpoint for older time tracking systems.
Clickup Delete View
Permanently and irreversibly deletes an existing view in clickup, identified by its `view id`.
Clickup Delete Webhook
Permanently removes an existing webhook, specified by its id, thereby ceasing all its event monitoring and notifications.
Clickup Edit Checklist
Updates an existing checklist's name or position, identified by its `checklist id`.
Clickup Edit Checklist Item
Updates an existing checklist item, allowing modification of its name, assignee, resolution status, or parent item for nesting.
Clickup Edit Guest On Workspace
Modifies the details and permissions of an existing guest user within a specific workspace.
Clickup Edit Key Result
Updates an existing key result's progress or note in clickup, where the key result measures progress towards a goal.
Clickup Edit Space Tag
Updates an existing tag's name and colors in a clickup space; requires current tag name for identification, and new values for tag name, foreground color, and background color, all of which are mandatory for the update.
Clickup Edit Time Tracked
Edits a legacy time-tracked interval for a task (identified by `task id` and `interval id`) to update its start/end times and duration; `team id` is required if `custom task ids` is true.
Clickup Edit User On Workspace
Updates a user's username, admin status, or custom role in a workspace; requires the workspace to be on an enterprise plan.
Clickup Folders Create New Folder
Deprecated: creates a new folder in a clickup space; use `create folder` instead.
Clickup Folders Get Contents Of
Deprecated: use `get folders`. retrieves folders within a specified clickup space, ensuring `space id` is valid, with an option to filter by archived status.
Clickup Folders Get Folder Content
Deprecated: retrieves detailed information about a specific folder in clickup; use `get folder` instead.
Clickup Get Accessible Custom Fields
Retrieves all accessible custom field definitions for a specified clickup list using its `list id`.
Clickup Get Access Token
Exchanges a clickup oauth 2.0 authorization code (obtained after user consent) for an access token.
Clickup Get All Tags From Time Entries
Retrieves all unique tags applied to time entries within a specified clickup team (workspace).
Clickup Get Authorized Teams Workspaces
Retrieves a list of workspaces (teams) the authenticated user can access.
Clickup Get Authorized User
Retrieves the details of the currently authenticated clickup user.
Clickup Get Bulk Tasks Time In Status
Retrieves the time spent in each status for multiple tasks; requires the 'total time in status' clickapp to be enabled in the workspace.
Clickup Get Chat View Comments
Retrieves comments from a specified chat view in clickup, supporting pagination via `start` and `start id` to fetch comments older than the default 25 most recent.
Clickup Get Custom Roles
Retrieves all custom roles, which allow granular permission configurations, for a specified workspace (team).
Clickup Get Custom Task Types
Retrieves all custom task types available within a specified workspace (team id).
Clickup Get Filtered Team Tasks
Retrieves a paginated list of tasks (up to 100 per page) from a specified team (workspace id in `team id`) based on various filter criteria, respecting user access permissions.
Clickup Get Folder
Retrieves detailed information about a specific folder in clickup.
Clickup Get Folderless Lists
Retrieves all lists within a specified space that are not located in any folder.
Clickup Get Folders
Retrieves folders within a specified clickup space, ensuring `space id` is valid, with an option to filter by archived status.
Clickup Get Folder Views
Retrieves all configured views (like list, board, calendar) for a specified, existing folder in clickup.
Clickup Get Goal
Retrieves detailed information for an existing clickup goal, specified by its unique `goal id`.
Clickup Get Goals
Retrieves goals for a specified clickup workspace (team); the `team id` must be valid and accessible.
Clickup Get Guest
Call this to retrieve detailed information for a specific guest within a team (workspace), ensuring the `guest id` is valid for the given `team id`; this action requires the clickup enterprise plan.
Clickup Get List
Retrieves detailed information for an existing list in clickup, identified by its unique `list id`.
Clickup Get Lists
Retrieves all lists within a specified, existing clickup folder, optionally filtering by archived status.
Clickup Get List Comments
Retrieves comments for a specific clickup list, supporting pagination using `start` (timestamp) and `start id` (comment id) to fetch earlier comments; omits them for the latest 25.
Clickup Get List Members
Retrieves all members of a specific, existing clickup list by its id.
Clickup Get List Views
Retrieves all task and page views for a specified and accessible clickup list.
Clickup Get Running Time Entry
Retrieves the currently active time entry for a user in a workspace; a negative 'duration' in its data indicates it's running, and the response may be empty if no entry is active.
Clickup Get Singular Time Entry
Fetches a specific time entry by its id for a given team; a negative duration in the response indicates an active timer.
Clickup Get Space
Retrieves detailed information for an existing space in a clickup workspace, identified by its unique space id.
Clickup Get Spaces
Retrieves spaces for a team id; member information for private spaces is returned only if the authenticated user is a member.
Clickup Get Space Tags
Retrieves all tags for tasks within a specified clickup space, requiring a valid `space id`.
Clickup Get Space Views
Retrieves all task and page views for a specified space id in clickup.
Clickup Get Tasks
Retrieves tasks from a specified clickup list; only tasks whose home is the given list id are returned.
Clickup Get Task Comments
Retrieves up to 25 comments for a specified task, supporting pagination using `start` and `start id` to fetch older comments.
Clickup Get Task Members
Retrieves users with explicit access (directly assigned or shared) to a specific existing task, excluding users with inherited permissions.
Clickup Get Task S Time In Status
Retrieves the duration a task has spent in each status, provided the 'total time in status' clickapp is enabled for the workspace.
Clickup Get Task Templates
Retrieves task templates for a specified workspace (team id), supporting pagination.
Clickup Get Teams
Retrieves user groups (teams) from a clickup workspace, typically requiring `team id` (workspace id), with an option to filter by `group ids`.
Clickup Get Time Entries Within A Date Range
Retrieves time entries for a specified team (workspace id) within a date range (defaults to the last 30 days for the authenticated user if dates are omitted); active timers are indicated by negative durations in the response.
Clickup Get Time Entry History
Retrieves the modification history for an existing time entry within a specific clickup team (workspace).
Clickup Get Tracked Time
Retrieves tracked time for a task using a legacy endpoint; prefer newer time tracking api endpoints for managing time entries.
Clickup Get User
Retrieves detailed information for a specific user within a clickup workspace (team), available only for workspaces on the clickup enterprise plan.
Clickup Get View
Fetches details for a specific clickup view, identified by its `view id`, which must exist.
Clickup Get View Tasks
Retrieves all tasks visible in a specified clickup view, respecting its applied filters, sorting, and grouping.
Clickup Get Webhooks
Fetches webhooks for a team (workspace), returning only those created by the authenticated user via api, for a `team id` they can access.
Clickup Get Workspace Everything Level Views
Retrieves all task and page views at the 'everything level' (a comprehensive overview of all tasks across all spaces) for a specified clickup workspace.
Clickup Get Workspace Plan
Retrieves the details of the current subscription plan for a specified clickup workspace.
Clickup Get Workspace Seats
Retrieves seat utilization (used, total, available for members/guests) for a clickup workspace (team) id, which must be for an existing workspace.
Clickup Invite Guest To Workspace
Invites a guest by email to a clickup workspace (team) on an enterprise plan, setting initial permissions and optionally a custom role; further access configuration for specific items may require separate actions.
Clickup Invite User To Workspace
Invites a user via email to a clickup workspace (team), optionally granting admin rights or a custom role; requires an enterprise plan for the workspace.
Clickup Lists Get Folder Lists
Deprecated: use `get lists` instead. retrieves lists from a specified, existing clickup folder.
Clickup Members Get List Users
Deprecated: retrieves users with access to a specific list; use `get list members` instead.
Clickup Remove Custom Field Value
Removes an existing value from a custom field on a specific task; this does not delete the custom field definition or its predefined options.
Clickup Remove Guest From Folder
Revokes a guest's access to a specific clickup folder, optionally unsharing items explicitly shared with them within it; requires an enterprise plan.
Clickup Remove Guest From List
Revokes a guest's access to a specific list, provided the guest currently has access to this list and the workspace is on the clickup enterprise plan.
Clickup Remove Guest From Task
Revokes a guest's access to a specific task; only available for workspaces on the clickup enterprise plan.
Clickup Remove Guest From Workspace
Permanently removes a guest from a specified workspace, revoking all their access; this destructive operation requires the workspace to be on the clickup enterprise plan.
Clickup Remove Tags From Time Entries
Removes tags from specified time entries in a team, without deleting the tags from the workspace.
Clickup Remove Tag From Task
Removes a tag from a specified task by disassociating it (does not delete the tag from workspace), succeeding even if the tag is not on the task.
Clickup Remove Task From List
Removes a task from an extra list (not its home list); the 'tasks in multiple lists' clickapp must be enabled.
Clickup Remove User From Workspace
Deactivates a user from a specified clickup workspace, revoking their access (user can be reactivated later); requires the workspace to be on an enterprise plan.
Clickup Set Custom Field Value
Sets or updates a custom field's value for a task; the new value (with type-dependent structure, e.g., `{"value": "text"}` or `{"value": 123, "value options": {"currency type":"usd"}}`) is provided in the json request body.
Clickup Shared Hierarchy
Retrieves the hierarchy of tasks, lists, and folders shared with the authenticated user within an existing clickup team (workspace), identified by its `team id`.
Clickup Spaces Get Details
Deprecated: retrieves detailed information about a specific space; use the getspace action instead.
Clickup Spaces Get Space Details
Deprecated: use `get spaces` instead; retrieves spaces, with member info for private spaces accessible only if the user is a member.
Clickup Start A Time Entry
Starts a new time entry (timer) in the specified team (workspace), optionally associating it with a task, adding a description, setting billable status, or applying tags (tags feature requires business plan or higher).
Clickup Stop A Time Entry
Stops the authenticated user's currently active time entry in the specified team (workspace), which requires an existing time entry to be running.
Clickup Tasks Get Task Details
Retrieves details for a task by its id, supporting standard or custom ids (requires `team id` for custom ids). <<deprecated: this action is deprecated. please use 'get task' instead.>>
Clickup Task Checklists Create New Checklist
(deprecated: use `create checklist` instead) creates a new checklist with a specified name within an existing task, identifiable by standard id or custom task id (if `custom task ids` is true, `team id` is also required).
Clickup Teams User Groups Create Team
Deprecated: use 'create team'. creates a team (user group) in a workspace; adding a view-only guest as a paid member may incur extra charges.
Clickup Teams Work Spaces Get Work Space Plan
Deprecated: retrieves the current plan for the specified workspace; use `get workspace plan` instead.
Clickup Teams Work Spaces Get Work Space Seats
Deprecated: use `get workspace seats` to retrieve seat utilization for a clickup workspace (team) id.
Clickup Track Time
Records a time entry for a task using clickup's legacy time tracking system; newer endpoints are generally recommended.
Clickup Update A Time Entry
Updates an existing clickup time entry; provide `start` and `end` times together, and include `team id` as a query param (request field `team id 1`) if `custom task ids` is true.
Clickup Update Comment
Updates an existing task comment's text, assignee (who must be a valid workspace member), or resolution status, requiring a valid existing comment id.
Clickup Update Folder
Updates the name of an existing folder in clickup.
Clickup Update Goal
Updates attributes of an existing clickup goal, identified by its `goal id`.
Clickup Update List
Updates attributes of an existing clickup list, such as its name, content, due date, priority, assignee, or color status, identified by its `list id`.
Clickup Update Space
Updates an existing clickup space, allowing modification of its name, color, privacy, and feature settings (clickapps).
Clickup Update Team
Updates an existing clickup user group (team) using its `group id`; note that adding a view-only guest as a paid member may incur charges.
Clickup Update View
Updates an existing clickup view's settings such as name, type, grouping, or filters; ensure `parent id` and `parent type` define a valid hierarchy, and that specified field names (e.g. for sorting, columns) are valid within the clickup workspace.
Clickup Update Webhook
Updates the endpoint url, monitored events, and status of an existing webhook, identified by its `webhook id`.
Clickup Views Get Everything Level
Deprecated: retrieves task and page views at the everything level of a workspace; use `get workspace everything level views` instead.
Clickup Views Space Views Get
(deprecated: use get space views instead) retrieves all task and page views for a specified space id in clickup.