ClickUp Source

Ingest your event data from ClickUp into RudderStack.

  •   4 minute read  

ClickUp is a productivity tool that lets you set up project workflows and tasks, and enable smooth cross-team collaboration.

You can use RudderStack’s Webhook source to capture real-time updates from your ClickUp workspace and send that data to your preferred downstream destinations.

Getting started

Follow these steps to set up a ClickUp webhook source in the RudderStack dashboard:

  1. Go to your RudderStack dashboard and click Add Source. From the list of Event Streams sources, select Webhook.
  2. Assign a name to your source and click Continue.
  3. Your source is now configured. Note the Webhook URL in the Settings tab:
ClickUp source webhook URL
  1. Next, go to your ClickUp dashboard and open the ClickUp space of your choice.
  2. From the top-right side of the dashboard, click the Automate option and select Add Automation.
ClickUp add automation
  1. Select the relevant ClickUp trigger from the dropdown under When for the automation to happen.
  2. In the Then section, select Call webhook from the dropdown.
  3. Enter the webhook URL copied in step 3, as shown below. You can also add specific fields in the event sent to the webhook.
ClickUp source webhook URL
  1. Finally, click Create.

How RudderStack creates the event payload

This section details how RudderStack receives the data from ClickUp source and creates the resulting payload.

A sample payload ingested by RudderStack when you create a new task in ClickUp is shown below:

{
  "event": "taskCreated",
  "history_items": [{
      "id": "2800763136717140857",
      "type": 1,
      "date": "1642734631523",
      "field": "status",
      "parent_id": "162641062",
      "data": {
        "status_type": "open"
      },
      "source": null,
      "user": {
        "id": 183,
        "username": "Alex",
        "email": "alex@example.com",
        "color": "#7b68ee",
        "initials": "A",
        "profilePicture": null
      },
      "before": {
        "status": null,
        "color": "#000000",
        "type": "removed",
        "orderindex": -1
      },
      "after": {
        "status": "to do",
        "color": "#f9d900",
        "orderindex": 0,
        "type": "open"
      }
    },
    {
      "id": "2800763136700363640",
      "type": 1,
      "date": "1642734631523",
      "field": "task_creation",
      "parent_id": "162641062",
      "data": {},
      "source": null,
      "user": {
        "id": 183,
        "username": "Alex",
        "email": "alex@example.com",
        "color": "#7b68ee",
        "initials": "A",
        "profilePicture": null
      },
      "before": null,
      "after": null
    }
  ],
  "task_id": "1vj37mc",
  "webhook_id": "7fa3ec74-69a8-4530-a251-8a13730bd204"
}

RudderStack transforms the above payload into the following track payload:

{
  "type": "track",
  "event": "webhook_source_event",
  "properties": {
    "event": "taskCreated",
    "history_items": [{
        "id": "2800763136717140857",
        "type": 1,
        "date": "1642734631523",
        "field": "status",
        "parent_id": "162641062",
        "data": {
          "status_type": "open"
        },
        "source": null,
        "user": {
          "id": 183,
          "username": "Alex",
          "email": "alex@example.com",
          "color": "#7b68ee",
          "initials": "A",
          "profilePicture": null
        },
        "before": {
          "status": null,
          "color": "#000000",
          "type": "removed",
          "orderindex": -1
        },
        "after": {
          "status": "to do",
          "color": "#f9d900",
          "orderindex": 0,
          "type": "open"
        }
      },
      {
        "id": "2800763136700363640",
        "type": 1,
        "date": "1642734631523",
        "field": "task_creation",
        "parent_id": "162641062",
        "data": {},
        "source": null,
        "user": {
          "id": 183,
          "username": "Alex",
          "email": "alex@example.com",
          "color": "#7b68ee",
          "initials": "A",
          "profilePicture": null
        },
        "before": null,
        "after": null
      }
    ],
    "task_id": "1vj37mc",
    "webhook_id": "7fa3ec74-69a8-4530-a251-8a13730bd204"
  },
  "anonymousId": "12e90bef-e7c6-44c7-a09a-b9b5478630f7"
}
info
To send this data to the downstream destinations, you need to transform it into a destination-specific format using RudderStack’s Transformations feature. Refer to the below use case for more information.

Use case

Consider a scenario where a new contact is automatically created in HubSpot whenever a new assignee is added to a ClickUp task.

To do this, set up a ClickUp source by following the steps in the Getting started section above. Then, connect this source to the HubSpot destination.

Once the connection is set up, RudderStack automatically receives a payload from ClickUp whenever a new assignee is added to a ClickUp task. It then transforms the payload in the following format:

{
  "anonymousId": "38c5a078-c1ea-4024-9628-7f8971aeb915",
  "event": "webhook_source_event",
  "messageId": "cbd5e04a-8e0b-4bf9-959d-26c4d8e455b0",
  "properties": {
    "event": "taskAssigneeUpdated",
    "history_items": [{
      "after": {
        "color": "#02579b",
        "email": "alex@example.com",
        "id": 61217234,
        "initials": "A",
        "profilePicture": null,
        "username": "Alex"
      },
      "data": {},
      "date": "1663044688239",
      "field": "assignee_rem",
      "id": "3141509348132974740",
      "parent_id": "175476135",
      "source": null,
      "type": 1,
      "user": {
        "color": "#536cfe",
        "email": "jane@doe.com",
        "id": 55300044,
        "initials": "JD",
        "profilePicture": null,
        "username": "Jane Doe"
      }
    }],
    "task_id": "2rc0nvx",
    "webhook_id": "3425a884-4f24-4d81-a373-1991c2d20743"
  },
  "rudderId": "0240a617-9492-47f8-ac5c-c842ab2cd9f4",
  "type": "track"
}

To automatically add a new contact in HubSpot for this event, you need to add the following user transformation and connect it to your HubSpot destination:

export function transformEvent(event, metadata) {
  let indetifyEvent;

  if (event.properties.event === "taskAssigneeUpdated") {
    indetifyEvent = {
      type: "identify",
      userId: event.properties?.history_items[0]?.after?.id,
      traits: {
        email: event.properties?.history_items[0]?.after?.email
      }
    }
  }
  return indetifyEvent;
}

RudderStack sends the following transformed event payload to HubSpot:

{
  "version": "1",
  "type": "REST",
  "method": "POST",
  "endpoint": "https://api.hubapi.com/contacts/v1/contact/batch/",
  "headers": {
    "Content-Type": "application/json",
    "Authorization": "Bearer ******2b27"
  },
  "params": {},
  "body": {
    "JSON": {},
    "JSON_ARRAY": {
      "batch": "[{\"email\":\"alex@example.com\",\"properties\":[]}]"
    },
    "XML": {},
    "FORM": {}
  },
  "files": {}
}

The above payload then creates the contact in HubSpot.

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