What Triform can do with ClickUp
Triform agents can read and write any field your API access allows, meaning you can move from "manual updates" to "codified workflows" that always run the same way.
Task Mgmt
- Auto-assign based on capacity.
- Update statuses from email.
- Create recurring task templates.
Development
- Sync GitHub PRs to tasks.
- Move tasks to QA automatically.
- Generate release notes.
Client Services
- Create client onboarding lists.
- Share progress updates via email.
- Track billable hours.
What Triform can do with ClickUp
Real-world examples of how teams use Triform + ClickUp
Email to Task
- Parse email subject and body.
- Create task in ClickUp 'Inbox' list.
- Attach email PDF to task.
- Set due date to tomorrow.
Dev Sync
- Find linked ClickUp task ID.
- Move task to 'Ready for QA'.
- Add comment with PR link.
- Notify QA lead.
Client Report
- Fetch all completed tasks for Client X.
- Generate summary PDF.
- Email to client.
- Archive tasks.
How Triform connects
Connect ClickUp
Authenticate using a Personal Access Token from ClickUp settings.
Select Workspaces
Choose which workspaces Triform should manage.
Deploy Agents
Set up your listening agents.
Who uses Triform with ClickUp
For agencies and teams who want one app to replace them all.
Roles
Teams
Why Triform for ClickUp?
Beyond Native Automations
ClickUp automations are great, but Triform handles logic across *other* tools.
AI Intelligence
Summarize task threads and generate descriptions automatically.
Custom Integration
Connect ClickUp to your internal database or legacy systems.
FAQ
Does it support Custom Fields?
Yes, Triform fully supports reading and writing Custom Fields.
Can it handle subtasks?
Yes, we can navigate nested subtasks easily.
Is it secure?
Yes, we use secure Personal Access Tokens.
Tell us what you want to automate
Book a call with our team to discuss your process, or describe what you're looking to automate and we'll reach out with next steps.