# ClickUp - Actions & Triggers in Workflows > Connect GHL Customer Care workflows to ClickUp to create tasks, build spaces, and store AI docs. Learn benefits, setup, pricing, and troubleshooting best practices. - Source: https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/clickup-actions-triggers-in-workflows - Section: Workflows / Getting Started w/ Workflows - Reading time: 8 min - Images: 9, each explained below - Modified on Wed, 11 Mar at 2:23 AM --- Connect GHL Customer Care workflows with ClickUp to create tasks, build spaces/folders/lists, and store AI‑generated docs—without third‑party tools. This guide explains what the integration is, key benefits, setup, and best practices, so your CRM and project delivery stay perfectly in sync. --- **TABLE OF CONTENTS** - [What is ClickUp Actions & Triggers in Workflows?](#what-is-clickup-actions-and-triggers-in-workflows) - [Key Benefits of ClickUp Actions & Triggers](#key-benefits-of-clickup-actions-and-triggers) - [Prerequisites & Permissions](#prerequisites-and-permissions) - [Connecting Your ClickUp Account](#connecting-your-clickup-account) - [Available Triggers (ClickUp → GHL Customer Care)](#available-triggers-clickup-ghl-customer-care) - [Available Actions (GHL Customer Care → ClickUp)](#available-actions-ghl-customer-care-clickup) - [How To Setup ClickUp Actions & Triggers](#how-to-setup-clickup-actions-and-triggers) - [Common Use Cases](#common-use-cases) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- # **What is ClickUp Actions & Triggers in Workflows?** ClickUp actions and triggers link GHL Customer Care automation to ClickUp’s task and document platform. Triggers listen for events in ClickUp (like a new task or status change) and can start GHL Customer Care workflows. Actions push data from GHL Customer Care into ClickUp (like creating a task, space, or document). This two‑way connection reduces manual work and keeps client projects updated in real time. --- ## **Key Benefits of ClickUp Actions & Triggers** Understanding outcomes helps you decide where to apply the integration first. The benefits below focus on typical agency and service workflows where project delivery must mirror CRM stages. - **No double entry:** Client and project details flow automatically between GHL Customer Care and ClickUp, cutting manual updates. - **Faster onboarding:** Spaces, folders, lists, and tasks spin up the moment a deal hits a key stage. - **AI to docs:** Generate content with GHL Customer Care’s AI steps and save it straight to ClickUp Docs for review. - **Cleaner handoffs:** Comments and status updates live where your team executes work, reducing miscommunication. - **Fewer tools to manage:** Replace many webhook/Zap automations with native, auditable workflow steps. - **Cost control (premium):** Premium executions are usage‑based and can be rebilled to clients when enabled. --- ## **Prerequisites & Permissions** A few account‑level settings influence whether you can add ClickUp steps and how you’ll be billed. Confirm these before building. - GHL Customer Care access to **Workflows** and **Integrations** at the sub‑account where the automation will run. - A ClickUp user with permission to create/update items in the target workspace (actions respect ClickUp permissions). - **Premium Features for Workflows** may need to be enabled by the Agency to run premium actions/triggers and to optionally rebill usage to clients. --- ## **Connecting Your ClickUp Account** Authorization uses ClickUp’s official OAuth so events can be received via webhooks and actions can read/write with your permissions. 1. In GHL Customer Care, open **Automation → Workflows** and add any **ClickUp** action or trigger. → If not connected, click **Connect Now** and sign in to ClickUp to approve access. → If already connected, fields load instantly in the step. ![Step 1 of 2: In GHL Customer Care, open Automation → Workflows and add any ClickUp…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056698223/original/zC74oAXM3UU1j02ABVYQmiu5Va6coh8_iQ.png) **Step 1 of 2: In GHL Customer Care, open Automation → Workflows and add any ClickUp…** This screenshot accompanies step 1 of 2 in the "Connecting Your ClickUp Account" section of "ClickUp - Actions & Triggers in Workflows". At this point in the walkthrough you in GHL Customer Care, open Automation → Workflows and add any ClickUp action or trigger. → If not connected, click Connect Now and sign in to ClickUp to approve access. → If already connected, fields load instantly in the step. The next step is to alternate path: Sub-Account settings → Integrations → ClickUp → Connect. - What to click: In GHL Customer Care, open Automation → Workflows and add any ClickUp action or trigger. → If not connected, click Connect Now and sign in to ClickUp to approve access. → If already connected, fields load instantly in the step. - Controls: Automation → Workflows, ClickUp, Connect Now - Next: Alternate path: Sub-Account settings → Integrations → ClickUp → Connect. Full procedure: 1. In GHL Customer Care, open Automation → Workflows and add any ClickUp action or trigger. → If not connected, click Connect Now and sign in to ClickUp to approve access. → If already connected, fields load instantly in the step. <- this image 2. Alternate path: Sub-Account settings → Integrations → ClickUp → Connect. 2. Alternate path: **Sub-Account settings → Integrations → ClickUp → Connect**. ![Step 2 of 2: Alternate path: Sub-Account settings → Integrations → ClickUp → Connect](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056698333/original/9bQTwz8IfjsgKQ6Fr4kGiMr3T9njChVYOw.png) **Step 2 of 2: Alternate path: Sub-Account settings → Integrations → ClickUp → Connect** This screenshot accompanies step 2 of 2 in the "Connecting Your ClickUp Account" section of "ClickUp - Actions & Triggers in Workflows". At this point in the walkthrough you alternate path: Sub-Account settings → Integrations → ClickUp → Connect. - What this covers: Alternate path: Sub-Account settings → Integrations → ClickUp → Connect. - Controls: Automation → Workflows, ClickUp, Connect Now Full procedure: 1. In GHL Customer Care, open Automation → Workflows and add any ClickUp action or trigger. → If not connected, click Connect Now and sign in to ClickUp to approve access. → If already connected, fields load instantly in the step. 2. Alternate path: Sub-Account settings → Integrations → ClickUp → Connect. <- this image --- ## **Available Triggers (ClickUp → GHL Customer Care)** Triggers fire whenever ClickUp sends a webhook event; use filters to scope by workspace/list and prevent noise. | Trigger | What it does | | --- | --- | | New Task | Fires when a new task is created. | | Task Changes | Fires when a task is updated (status, due date, etc.). | | New List | Fires when a new list is created. | | New Folder | Fires when a new folder is created. | | New Comment on a Task | Fires when someone comments on a task. | | New Attachment Added to Task | Fires when an attachment is added to a task. | | New Reaction on Chat Message | Fires when someone reacts in a public channel message. | | New Reaction on Task Comment | Fires when someone reacts to a task comment. | | New Time Entry | Fires when time is logged on a task. | ## **Available Actions (GHL Customer Care → ClickUp)** Actions run inside your workflow to create or update items in ClickUp. Names below match the builder for consistency. | Action | Purpose | | --- | --- | | Create Task | Create a task with name, due date, assignee, etc. | | Update Task | Modify existing task details (status, due date, priority). | | Archive or Delete Task | Archive the item or permanently delete it. | | Create Space | Create a workspace/team space. | | Create Folder | Add a folder to organize lists. | | Create List | Create a new list of tasks. | | Post Task Comment | Add a comment to a task. | | Post Attachment | Upload files to a task. | | Create New Document | Create a document in ClickUp. | | Edit Document Page | Update an existing document page. | | Create New Document Page | Add a new page to an existing document. | | Create Custom Field \[Coming Soon\] | Add a custom field to space/folder/task. | | Update Custom Field Value \[Coming Soon\] | Set the value for an existing custom field. | | Find Task by ID | Look up a task by ID. | | Find Documents | Search for documents. | | Find Custom Fields | Locate a custom field. | | Find a List of All Tasks | Return all tasks from a workspace/list. | | Find User by Name or Email | Look up a user. | --- ## **How To Setup ClickUp Actions & Triggers** Use this generic setup to connect accounts, pick the correct direction (trigger vs. action), map fields safely, and validate everything before you publish. Adapt these steps to any pipeline stage or project template. 1. **Open a workflow** Go to **Automation → Workflows** and click **\+ New Workflow** (or open an existing one). ![Step 1 of 7: Open a workflow Go to Automation → Workflows and click + New Workflow…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056563322/original/oBVlC-MdURl-P7G_AeqopEAluiVDfg5qkQ.png) **Step 1 of 7: Open a workflow Go to Automation → Workflows and click + New Workflow…** This screenshot accompanies step 1 of 7 in the "How To Setup ClickUp Actions & Triggers" section of "ClickUp - Actions & Triggers in Workflows". At this point in the walkthrough you open a workflow Go to Automation → Workflows and click + New Workflow (or open an existing one). This part of the guide covers 2 fields, listed below. The next step is to connect ClickUp Add any ClickUp step in a workflow and click Connect Now, or go to Settings → Integrations → ClickUp → Connect to authorize via OAuth. - Where to go: Open a workflow Go to Automation → Workflows and click + New Workflow (or open an existing one). - Fields: Order, conditions, and safety, Test & validate - Controls: Open a workflow, Automation → Workflows, + New Workflow, Connect ClickUp, ClickUp, Connect Now, Choose the direction, Workspace/List, map fields, Order, conditions, and safety, If/Else, Wait - Next: Connect ClickUp Add any ClickUp step in a workflow and click Connect Now, or go to Settings → Integrations → ClickUp → Connect to authorize via OAuth. Full procedure: 1. Open a workflow Go to Automation → Workflows and click + New Workflow (or open an existing one). <- this image 2. Connect ClickUp Add any ClickUp step in a workflow and click Connect Now, or go to Settings → Integrations → ClickUp → Connect to authorize via OAuth. 3. Choose the direction ClickUp → GHL Customer Care (Triggers): Start a GHL Customer Care workflow when something happens in ClickUp by adding a ClickUp trigger (e.g., New Task, Task Changes) 4. GHL Customer Care → ClickUp (Actions): Perform work in ClickUp from a GHL Customer Care workflow. Add a ClickUp action (e.g., Create Task, Create List, Create New Document). Select the target Workspace/List (as applicable) and map fields from GHL Customer Care (contact, opportunity, or form values). 5. Order, conditions, and safety 6. Test & validate 7. Publish & monitor 2. **Connect ClickUp** Add any **ClickUp** step in a workflow and click **Connect Now**, or go to **Settings → Integrations → ClickUp → Connect** to authorize via OAuth. ![Step 2 of 7: Connect ClickUp Add any ClickUp step in a workflow and click Connect…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056563354/original/6Y2pFx9ZsNJ_09OJdf-zGUM1YNSl6j9bGg.png) **Step 2 of 7: Connect ClickUp Add any ClickUp step in a workflow and click Connect…** This screenshot accompanies step 2 of 7 in the "How To Setup ClickUp Actions & Triggers" section of "ClickUp - Actions & Triggers in Workflows". At this point in the walkthrough you connect ClickUp Add any ClickUp step in a workflow and click Connect Now, or go to Settings → Integrations → ClickUp → Connect to authorize via OAuth. This part of the guide covers 2 fields, listed below. The next step is to choose the direction ClickUp → GHL Customer Care (Triggers): Start a GHL Customer Care workflow when something happens in ClickUp by adding a ClickUp trigger (e.g., New Task, Task Changes). - What to click: Connect ClickUp Add any ClickUp step in a workflow and click Connect Now, or go to Settings → Integrations → ClickUp → Connect to authorize via OAuth. - Fields: Order, conditions, and safety, Test & validate - Controls: Connect ClickUp, ClickUp, Connect Now, Open a workflow, Automation → Workflows, + New Workflow, Choose the direction, Workspace/List, map fields, Order, conditions, and safety, If/Else, Wait - Next: Choose the direction ClickUp → GHL Customer Care (Triggers): Start a GHL Customer Care workflow when something happens in ClickUp by adding a ClickUp trigger (e.g., New Task, Task Changes) Full procedure: 1. Open a workflow Go to Automation → Workflows and click + New Workflow (or open an existing one). 2. Connect ClickUp Add any ClickUp step in a workflow and click Connect Now, or go to Settings → Integrations → ClickUp → Connect to authorize via OAuth. <- this image 3. Choose the direction ClickUp → GHL Customer Care (Triggers): Start a GHL Customer Care workflow when something happens in ClickUp by adding a ClickUp trigger (e.g., New Task, Task Changes) 4. GHL Customer Care → ClickUp (Actions): Perform work in ClickUp from a GHL Customer Care workflow. Add a ClickUp action (e.g., Create Task, Create List, Create New Document). Select the target Workspace/List (as applicable) and map fields from GHL Customer Care (contact, opportunity, or form values). 5. Order, conditions, and safety 6. Test & validate 7. Publish & monitor 3. **Choose the direction** **ClickUp → GHL Customer Care (Triggers):** Start a GHL Customer Care workflow when something happens in ClickUp by adding a **ClickUp** trigger (e.g., _New Task_, _Task Changes_) ![Step 3 of 7: Choose the direction ClickUp → GHL Customer Care (Triggers): Start a…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056563404/original/9AQMRWvJwFGSWV8i1JKIC62ohsgfdbYYoA.png) **Step 3 of 7: Choose the direction ClickUp → GHL Customer Care (Triggers): Start a…** This screenshot accompanies step 3 of 7 in the "How To Setup ClickUp Actions & Triggers" section of "ClickUp - Actions & Triggers in Workflows". At this point in the walkthrough you choose the direction ClickUp → GHL Customer Care (Triggers): Start a GHL Customer Care workflow when something happens in ClickUp by adding a ClickUp trigger (e.g., New Task, Task Changes). This part of the guide covers 2 fields, listed below. The next step is to GHL Customer Care → ClickUp (Actions): Perform work in ClickUp from a GHL Customer Care workflow. Add a ClickUp action (e.g., Create Task, Create List, Create New Document). Select the target Workspace/List (as applicable) and map fields from GHL Customer Care (contact, opportunity, or form values). - What to choose: Choose the direction ClickUp → GHL Customer Care (Triggers): Start a GHL Customer Care workflow when something happens in ClickUp by adding a ClickUp trigger (e.g., New Task, Task Changes) - Fields: Order, conditions, and safety, Test & validate - Controls: Choose the direction, ClickUp, Open a workflow, Automation → Workflows, + New Workflow, Connect ClickUp, Connect Now, Workspace/List, map fields, Order, conditions, and safety, If/Else, Wait - Next: GHL Customer Care → ClickUp (Actions): Perform work in ClickUp from a GHL Customer Care workflow. Add a ClickUp action (e.g., Create Task, Create List, Create New Document). Select the target Workspace/List (as applicable) and map fields from GHL Customer Care (contact, opportunity, or form values). Full procedure: 1. Open a workflow Go to Automation → Workflows and click + New Workflow (or open an existing one). 2. Connect ClickUp Add any ClickUp step in a workflow and click Connect Now, or go to Settings → Integrations → ClickUp → Connect to authorize via OAuth. 3. Choose the direction ClickUp → GHL Customer Care (Triggers): Start a GHL Customer Care workflow when something happens in ClickUp by adding a ClickUp trigger (e.g., New Task, Task Changes) <- this image 4. GHL Customer Care → ClickUp (Actions): Perform work in ClickUp from a GHL Customer Care workflow. Add a ClickUp action (e.g., Create Task, Create List, Create New Document). Select the target Workspace/List (as applicable) and map fields from GHL Customer Care (contact, opportunity, or form values). 5. Order, conditions, and safety 6. Test & validate 7. Publish & monitor 4. **GHL Customer Care → ClickUp (Actions):** Perform work in ClickUp from a GHL Customer Care workflow. Add a **ClickUp** action (e.g., _Create Task_, _Create List_, _Create New Document_). Select the target **Workspace/List** (as applicable) and **map fields** from GHL Customer Care (contact, opportunity, or form values). ![Step 4 of 7: GHL Customer Care → ClickUp (Actions): Perform work in ClickUp from a…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155056563502/original/9vHaGkI0_Mk8JdAy766UxzHSU9Qk4V2lIw.png) **Step 4 of 7: GHL Customer Care → ClickUp (Actions): Perform work in ClickUp from a…** This screenshot accompanies step 4 of 7 in the "How To Setup ClickUp Actions & Triggers" section of "ClickUp - Actions & Triggers in Workflows". At this point in the walkthrough you GHL Customer Care → ClickUp (Actions): Perform work in ClickUp from a GHL Customer Care workflow. Add a ClickUp action (e.g., Create Task, Create List, Create New Document). Select the target Workspace/List (as applicable) and map fields from GHL Customer Care (contact, opportunity, or form values). This part of the guide covers 2 fields, listed below. The next step is to order, conditions, and safety. - What to choose: GHL Customer Care → ClickUp (Actions): Perform work in ClickUp from a GHL Customer Care workflow. Add a ClickUp action (e.g., Create Task, Create List, Create New Document). Select the target Workspace/List (as applicable) and map fields from GHL Customer Care (contact, opportunity, or form values). - Fields: Order, conditions, and safety, Test & validate - Controls: ClickUp, Workspace/List, map fields, Open a workflow, Automation → Workflows, + New Workflow, Connect ClickUp, Connect Now, Choose the direction, Order, conditions, and safety, If/Else, Wait - Next: Order, conditions, and safety Full procedure: 1. Open a workflow Go to Automation → Workflows and click + New Workflow (or open an existing one). 2. Connect ClickUp Add any ClickUp step in a workflow and click Connect Now, or go to Settings → Integrations → ClickUp → Connect to authorize via OAuth. 3. Choose the direction ClickUp → GHL Customer Care (Triggers): Start a GHL Customer Care workflow when something happens in ClickUp by adding a ClickUp trigger (e.g., New Task, Task Changes) 4. GHL Customer Care → ClickUp (Actions): Perform work in ClickUp from a GHL Customer Care workflow. Add a ClickUp action (e.g., Create Task, Create List, Create New Document). Select the target Workspace/List (as applicable) and map fields from GHL Customer Care (contact, opportunity, or form values). <- this image 5. Order, conditions, and safety 6. Test & validate 7. Publish & monitor 5. **Order, conditions, and safety** - Use **If/Else** filters to segment by pipeline stage, service type, or tag. - Insert **Wait** steps where ClickUp objects must exist before the next action (e.g., wait after _Create List_ before creating tasks). - For bulk creation, space actions to avoid rate‑limit bursts. 6. **Test & validate** - Trigger path: create a small test event in the scoped ClickUp area. - Action path: run the workflow on a test record. - Review **Run Logs / Enrollment History** for inputs, outputs, and returned IDs; fix mapping/permissions issues. 7. **Publish & monitor** - Click **Publish** in the workflow. --- ## **Common Use Cases** ### **Use Case 1: Create ClickUp Tasks from GHL Customer Care Form Submissions** **Goal:** Convert GHL Customer Care form submissions into actionable ClickUp tasks. **Workflow Setup:** - **Trigger:** Form Submitted - **Filter:** Form Name = “Client Onboarding Form” - **Actions:** Create Task (ClickUp), Add Task Comment (ClickUp) **Example:** A client submits the onboarding form with their requirement details → A task is created in the “Client Setup” list in ClickUp → A comment is added with the client’s expectations. ![Use Case 1: Create ClickUp Tasks from GHL Customer Care Form Submissions (image 7 of 9)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052402986/original/E4p7Hl7VD6cOsKB7GsViphdXRj0ObqsxgA.png) **Use Case 1: Create ClickUp Tasks from GHL Customer Care Form Submissions (image 7 of 9)** This screenshot appears in the "Use Case 1: Create ClickUp Tasks from GHL Customer Care Form Submissions" section of "ClickUp - Actions & Triggers in Workflows". The text alongside this image reads: Example: A client submits the onboarding form with their requirement details → A task is created in the “Client Setup” list in ClickUp → A comment is added with the client’s expectations. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Goal: Automatically generate personalized proposals, briefs, or summaries when an opportunity changes stage, using AI to draft content and ClickUp to store the document. - What this covers: Example: A client submits the onboarding form with their requirement details → A task is created in the “Client Setup” list in ClickUp → A comment is added with the client’s expectations. - Fields: Trigger: Form Submitted, Filter: Form Name = “Client Onboarding Form”, Actions: Create Task (ClickUp), Add Task Comment (ClickUp) - Next: Goal: Automatically generate personalized proposals, briefs, or summaries when an opportunity changes stage, using AI to draft content and ClickUp to store the document. Full procedure: 1. Trigger: Form Submitted 2. Filter: Form Name = “Client Onboarding Form” 3. Actions: Create Task (ClickUp), Add Task Comment (ClickUp) ### **Use Case 2: Auto-Generate AI-Powered Proposal Documents** **Goal:** Automatically generate personalized proposals, briefs, or summaries when an opportunity changes stage, using AI to draft content and ClickUp to store the document. **Workflow Setup:** - **Trigger:** Opportunity Status Changed - **Filter:** Stage = “Proposal request” (or any relevant pipeline stage) - **Actions:** 1. **GPT powered by OpenAI** → Generate proposal content (e.g., client-specific summary, deliverables, pricing outline). 2. **Create New Document (ClickUp)** → Save the AI-generated proposal in ClickUp under the “Sales Docs” folder. **Example:** A deal advances to the “Proposal Sent” stage → GPT generates a tailored proposal titled _“Proposal for {{contact.name}}”_ with scope, deliverables, and pricing → A new ClickUp document is automatically created and shared with the sales team for review. ![Use Case 2: Auto-Generate AI-Powered Proposal Documents (image 8 of 9)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052403321/original/COVIdrRjx24oDSB-8bSkbeJ1V0M23NxuDg.png) **Use Case 2: Auto-Generate AI-Powered Proposal Documents (image 8 of 9)** This screenshot appears in the "Use Case 2: Auto-Generate AI-Powered Proposal Documents" section of "ClickUp - Actions & Triggers in Workflows". The text alongside this image reads: Example: A deal advances to the “Proposal Sent” stage → GPT generates a tailored proposal titled “Proposal for {{contact.name}}” with scope, deliverables, and pricing → A new ClickUp document is automatically created and shared with the sales team for review. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Goal: Automatically set up structured project workspaces in ClickUp whenever a deal moves to a new stage, with tasks and notifications tailored to the service type (Landing Page, SEO, or Google Ads). - What this covers: Example: A deal advances to the “Proposal Sent” stage → GPT generates a tailored proposal titled “Proposal for {{contact.name}}” with scope, deliverables, and pricing → A new ClickUp document is automatically created and shared with the sales team for review. - Fields: Trigger: Opportunity Status Changed, Actions: - Controls: GPT powered by OpenAI, Create New Document (ClickUp) - Next: Goal: Automatically set up structured project workspaces in ClickUp whenever a deal moves to a new stage, with tasks and notifications tailored to the service type (Landing Page, SEO, or Google Ads). Full procedure: 1. Trigger: Opportunity Status Changed 2. Filter: Stage = “Proposal request” (or any relevant pipeline stage) 3. Actions: ### **Use Case 3: Auto-Build Project Spaces Based on Opportunity Type** **Goal:** Automatically set up structured project workspaces in ClickUp whenever a deal moves to a new stage, with tasks and notifications tailored to the service type (Landing Page, SEO, or Google Ads). **Workflow Setup:** - **Trigger:** Pipeline Stage Changed - **Action:** Create Space in ClickUp (named after the client/opportunity) - **Condition Branching:** - **Landing Page Branch** → If Opportunity Name = “Landing Page” - Create List: _Landing Page Project_ - Create Task: “Design Landing Page” - Internal Notification to assigned team - **SEO Branch** → If Opportunity Name = “SEO” - Create List: _SEO Setup_ - Create Task: “Keyword Research & Site Audit” - Internal Notification to SEO team - **Google Ads Branch** → If Opportunity Name = “Google\_Ads” - Create List: _Google Ads Campaign_ - Create Task: “Campaign Setup & Tracking” - Internal Notification to Ads team - **None Branch** → Ends workflow if conditions are not met **Example:** A deal moves to the “Contract Signed” stage. If the opportunity is for SEO, a new ClickUp space named _“\[Client Name\] - SEO Project”_ is created. Inside it, an _SEO Setup_ list is generated with a first task: _Keyword Research & Site Audit_. An internal notification is sent to the SEO manager, ensuring immediate project kickoff. ### ![Use Case 3: Auto-Build Project Spaces Based on Opportunity Type (image 9 of 9)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052404119/original/t81EClMvtzIA_B51zQXyXM0U5qjPXnjdqA.png) **Use Case 3: Auto-Build Project Spaces Based on Opportunity Type (image 9 of 9)** This screenshot appears in the "Use Case 3: Auto-Build Project Spaces Based on Opportunity Type" section of "ClickUp - Actions & Triggers in Workflows". The text alongside this image reads: Example: A deal moves to the “Contract Signed” stage. If the opportunity is for SEO, a new ClickUp space named “[Client Name] - SEO Project” is created. Inside it, an SEO Setup list is generated with a first task: Keyword Research & Site Audit. An internal notification is sent to the SEO manager…. Immediately after, the guide continues: Q: Which ClickUp plan do I need? The integration works on free and paid plans; certain capabilities (like time tracking or some custom‑field features) may require a paid ClickUp plan. - What this covers: Example: A deal moves to the “Contract Signed” stage. If the opportunity is for SEO, a new ClickUp space named “[Client Name] - SEO Project” is created. Inside it, an SEO Setup list is generated with a first task: Keyword Research & Site Audit. An internal notification is sent to the SEO manager, ensuring immediate project kickoff. - Next: Q: Which ClickUp plan do I need? The integration works on free and paid plans; certain capabilities (like time tracking or some custom‑field features) may require a paid ClickUp plan. --- ## **Frequently Asked Questions** **Q: Which ClickUp plan do I need?** The integration works on free and paid plans; certain capabilities (like time tracking or some custom‑field features) may require a paid ClickUp plan. **Q: How many ClickUp workspaces can I connect?** Connect the ClickUp workspace relevant to the sub‑account; actions/permissions follow that workspace’s authorization. **Q: Can I use dynamic due dates?** Yes. Use relative math like **+7 days** in the Due Date input. **Q: Where do I find errors?** Check **Execution Logs & Enrollment History** for each run’s inputs/outputs and any error messages. **Q: Is this integration available to all GHL Customer Care users? **Yes, it’s available to all accounts with access to workflows and integrations. **Q: How many workflows can I build with ClickUp? **There no workflow limits from GHL Customer Care and ClickUp integration itself doesn’t impose limits beyond ClickUp’s API rate caps. **Q: Are these actions and triggers paid? **Yes. These are premium actions and will be billed at the standard rates. If you’re on a Pro plan , usage will be billed at the plan’s default rates. **How do I associate a workflow with a contact when using triggers?** Triggers are contactless by default, meaning they do not automatically associate the workflow with a specific contact. If you need to link the workflow to a contact, you can use the **Find Contact** action within the workflow. Pass the **email address from the trigger response** (if an email is available) into the Find Contact action to locate and associate the correct contact. Or using create contact if a new contact has to be created. --- ## **Related Articles** - [How to enable and rebill Premium Features for Workflows](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/how-to-enable-and-rebill-premium-features-for-workflows) - [Template Library for Workflows](https://docs.ghlcustomercare.com/docs/marketing/template-library-2/template-library-for-workflows) - [Copy Workflow Actions Between Workflows](https://docs.ghlcustomercare.com/docs/workflows/workflow-actions/copy-workflow-actions-across-workflows) - [Installing Marketplace Apps Directly from the Workflow Builder](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/installing-marketplace-apps-directly-from-the-workflow-builder) - [Improved Workflow Execution Logs & Enrollment History](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/workflows-improved-execution-logs-enrollment-history)[](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/workflows-improved-execution-logs-enrollment-history)**[](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/workflows-improved-execution-logs-enrollment-history)** --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com