ClickUp

Turn customer conversations into ClickUp tasks without lifting a finger

Every customer request, bug report, and feature ask becomes a tracked ClickUp task automatically. Your AI agent creates tasks, updates statuses, logs time, and routes work to the right team, all from a single conversation. Nothing falls through the cracks.

Chosen by 800+ global brands across industries

Project management actions inside every conversation

Your AI agent reads, writes, and organizes ClickUp tasks, goals, and docs in real-time, turning conversations into structured project work without context switching.

ClickUp

Use Cases

Project work that starts from a conversation

See how customer-facing and internal teams use AI agents to capture work, track progress, and close the loop, all without leaving the conversation to open ClickUp.

Bug Reports That Become Tracked Tasks Instantly

A customer messages 'The checkout page crashes when I apply a coupon code.' Your AI Agent creates a ClickUp task in the Engineering list with the bug description, steps to reproduce from the conversation, a 'High' priority tag, and assigns it to the front-end team. The customer gets a task reference number. Your engineering team starts the sprint with full context already in ClickUp.

Customer Follow-Ups Answered from Live Task Data

A customer returns a week later and asks 'Any update on the coupon bug I reported?' Your AI Agent searches ClickUp by the task reference, retrieves the current status (In Review), the assigned developer, and the latest comment noting a fix is deployed to staging. The customer gets a precise update without anyone on your team pausing their work to reply.

Feature Requests Captured and Prioritized Automatically

A power user suggests 'It would be great if you supported bulk CSV imports.' Your AI Agent creates a feature request task in the Product Backlog list, tags it with the customer's plan tier, links it to the 'Customer Requests' Goal in ClickUp, and adds the conversation as context. Product managers see requests ranked by customer value when they plan the next release.

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ClickUp

ClickUp

FAQs

Frequently Asked Questions

Can the AI agent create tasks in specific ClickUp lists and folders?

Yes. The Create Task endpoint requires a list_id, and the agent can dynamically select the correct list based on conversation context. It can also browse your workspace hierarchy, listing spaces, folders, and lists, to find the right destination. Tasks can include descriptions, assignees, priorities, due dates, tags, and custom field values.

How does the agent find an existing task when a customer follows up?

The agent uses the Get Filtered Team Tasks endpoint to search across your workspace by custom task IDs, tags, assignees, or statuses. If you provide customers with a task reference number, the agent looks it up directly using the Get Task endpoint. It retrieves status, comments, and assignment details in real-time.

Does Tars store copies of my ClickUp tasks or workspace data?

No. All task data is queried live from ClickUp's API during conversations. Task details, comments, and workspace structure are fetched in real-time and used only for the current response. Tars does not maintain a separate database of your ClickUp project data.

Can the agent add comments to existing tasks based on customer messages?

Yes. The Create Task Comment endpoint lets the agent append comments to any task. When a customer provides additional details about a reported issue, the agent adds that information as a comment on the existing ClickUp task, preserving conversation context alongside your team's internal notes.

Does the integration support ClickUp custom fields?

Yes. The agent can retrieve accessible custom field definitions for any list using the Get Accessible Custom Fields endpoint, then set or update custom field values on tasks. Whether you track customer tier, revenue impact, or request source as custom fields, the agent populates them during task creation.

How is this different from ClickUp's built-in automations?

ClickUp automations trigger based on internal events like status changes or due dates. Tars triggers ClickUp actions from external customer conversations. A customer reports a bug in chat, and the task appears in ClickUp. Someone asks for a status update, and the agent fetches it from ClickUp live. It bridges the gap between customer-facing channels and your project workspace.

Can the agent track time against tasks during conversations?

Yes. The agent can start and stop time entries, create manual time entries with start and end timestamps, and retrieve time tracking history for any task. This is valuable for service teams that bill by the hour, where the agent logs time spent on each customer interaction directly in ClickUp.

What ClickUp permissions does the OAuth connection require?

The OAuth authorization requests read and write scopes for your ClickUp workspace. This allows the agent to view workspace structure, read task data, create and update tasks, manage comments, and handle time entries. You authorize through ClickUp's standard OAuth flow, and you can revoke access anytime from your ClickUp integrations settings.

How to add Tools to your AI Agent

Supercharge your AI Agent with Tool Integrations

Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.

Privacy & Security

We’ll never let you lose sleep over privacy and security concerns

At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.

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