ClickUp Integration (Available Soon)
ClickUp connection via OAuth, workspaces and tasks sync, task assignment, AI-powered task suggestions. Available soon.
Available Soon: The ClickUp integration is currently in development and will be available shortly. The information below describes the planned functionality.
ClickUp Connection
We use OAuth to securely connect with your ClickUp workspace. No API keys or developer setup is needed — you authorize EffiClose directly through ClickUp.
- Navigate to Settings → Integrations
- Find "ClickUp" in the integrations list and click Connect
- You will be redirected to ClickUp — sign in with your ClickUp account and authorize EffiClose
- Select the workspace you want to connect (if you have access to multiple workspaces)
- Select a space and then the list where new tasks will be created
- EffiClose creates a test task in the selected list to verify that permissions are configured correctly
- The integration status will show as "Connected"
Permissions: During authorization, EffiClose receives access based on your ClickUp user permissions — no additional scopes are required. ClickUp tokens do not expire unless manually revoked — you will not need to re-authorize periodically.
Meeting Action Items to Tasks
After a meeting finishes, EffiClose extracts action items from the transcript and creates them as tasks in your connected ClickUp list.
- Task Name: The action item text becomes the task title
- Description: Additional context from the meeting, including assignee information and meeting timestamps
- Due Date: When a deadline is mentioned in the meeting, it is set as the task due date
- Priority: Task priority is mapped to ClickUp levels — Urgent, High, Normal, or Low
- Assignee: Tasks can be assigned to any member of the connected workspace
AI-Powered Task Suggestions
After a meeting, EffiClose analyzes the transcript and action items to suggest new ClickUp tasks. Suggestions include the task name, description, assignee, due date, and priority when available.
- Suggestions appear as "pending" for you to review and approve before any tasks are created in ClickUp
- Duplicate detection prevents suggesting tasks that already exist in your list
- Approved suggestions are created as tasks in your configured workspace and list
Troubleshooting
Connection issues:
- Disconnect and reconnect the integration to re-authorize with ClickUp
- Ensure your ClickUp account has access to the workspace you are trying to connect
- Check that EffiClose has not been revoked in your ClickUp workspace settings under Settings → Apps
Sync errors:
- Disconnect and reconnect the integration
- Verify the user account has proper permissions
- Review error messages in the integration status page
Permission issues:
- Ensure you are a member of the workspace you want to connect
- Check that your ClickUp account has access to the selected space and list