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Connect ClickUp and Copilot integrations

Connect ClickUp and Copilot with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like ClickUp and Copilot to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Trigger
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ClickUp

Triggers when a specific folder event happens.

ClickUp

Triggers when a specific list event happens.

ClickUp

Triggers when a specific space event happens.

ClickUp

Triggers when a task or subtask is created or updated.

ClickUp

Triggers when a specific task or subtask event happens.

ClickUp
Copilot
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Action
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Copilot

Cancels a specific subscription. Status must be 'active' or 'not started'.

Copilot

Creates a client in Copilot.

Copilot

Creates a new company.

Copilot

Creates a file in a specified file channel.

Copilot

Creates a File Channel for a specified client or company.

Copilot

Creates a folder in the specified file channel.

Copilot

Creates a link in the specified file channel.

Copilot

Creates a message channel for the specified client, company, or group.

Copilot

Creates an invoice for a specified client or company in a workspace.

Copilot

Creates a note for a client or company.

Copilot

Creates an app connection for a manual app install. One of Company ID or Client ID(s) must be present, specifying the client(s)/company who will receive the specified content.

Copilot

Creates a subscription for a specific client or company.

Copilot

Deletes a specific client.

Copilot

Deletes a specific company.

Copilot

Deletes a specific file, folder, or link. Folders must be empty to be deleted.

Copilot

Delete a specific note.

Copilot

Downloads the contents of a file (under 4MB).

Copilot

Performs an arbitrary authorized API call.

Copilot

Requests a Form Response from a client.

Copilot

Retrieves a specific client from Copilot.

Copilot

Retrieves a specific company from Copilot.

Copilot

Retrieves a specific contract.

Copilot

Retrieves a contract template.

Copilot

Retrieves a download URL to download the contents of a file (of all sizes).

Copilot

Retrieves the metadata for a specific file object (file, folder, or link).

Copilot

Retrieves a specific file channel.

Copilot

Retrieves a specific form.

Copilot

Retrieves a specific message channel.

Copilot

Retrieves a specific internal user.

Copilot

Retrieves an invoice by its unique ID.

Copilot

Retrieves a client or company note by ID.

Copilot

Retrieves a specific price.

Copilot

Retrieves a specific product in a workspace by ID.

Copilot

Retrieves a subscription by ID.

Copilot

Retrieves an object containing all options for the specified multi-select field.

Copilot

Retrieves workspace information based on the connected account's API key

Copilot

Sends a contract to a specific client.

Copilot

Sends a message to the specified message channel.

Copilot

Updates a client.

Copilot

Updates a specific company

Copilot

Updates a specific note.

Copilot

Lists all app connections for the specified manual app install within the workspace.

Copilot

Lists all app installs within the workspace.

Copilot

Searches for clients.

Copilot

Searches for companies.

Copilot

Searches for contracts.

Copilot

Searches for contract templates.

Copilot

Searches for file channels.

Copilot

Lists all files in a specified channel.

Copilot

Lists all responses for a specific form.

Copilot

Lists all forms.

Copilot

Lists all internal users.

Copilot

Lists all invoices for a workspace.

Copilot

Lists invoice templates for a workspace.

Copilot

Searches for message channels.

Copilot

Lists messages for a specific channel.

Copilot

Lists all notes for a client or company.

Copilot

Lists the payments in a workspace.

Copilot

Lists the prices for products in a workspace.

Copilot

Lists all products in a workspace.

Copilot

Lists all subscriptions for a workspace.

Copilot

Lists all subscription templates for a workspace.

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Build your ClickUp and Copilot integrations.

Create custom ClickUp and Copilot workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

ClickUp
Add Tag to a Task

Adds tag to a task.

Action
ClickUp
Add Tracked Time

Adds time tracked to a task.

Action
ClickUp
Add a Dependency

Adds a dependency to a task.

Action
Copilot
Cancel a Subscription

Cancels a specific subscription. Status must be 'active' or 'not started'.

Action
Copilot
Create App Connection

Creates an app connection for a manual app install. One of Company ID or Client ID(s) must be present, specifying the client(s)/company who will receive the specified content.

Action
ClickUp
Create a Checklist

Adds new checklist to a specific task.

Action
ClickUp
Create a Checklist Item

Creates an item in a checklist.

Action
Copilot
Create a Client

Creates a client in Copilot.

Action
Copilot
Create a Company

Creates a new company.

Action

Popular ClickUp and Copilot workflows.

Looking to get more out of ClickUp and Copilot? With Make you can visually integrate ClickUp and Copilot into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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