ClickUp + Ontraport Integration

Integrate ClickUp to Ontraport in one click, or tell Integrately AI how you want each contact handled. Sync tasks, create contacts, update records, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ClickUp
    Goal is created in ClickUp Instant
  • ClickUp
    Goal is updated in ClickUp Instant
  • ClickUp
    Goal is deleted in ClickUp Instant
  • ClickUp
    Target is created in ClickUp Instant
  • ClickUp
    Target is updated in ClickUp Instant
  • ClickUp
    Target is deleted in ClickUp Instant
  • ClickUp
    Task is created in ClickUp
  • ClickUp
    New message is posted on channel in ClickUp
  • ClickUp
    Task status is updated in ClickUp Instant
  • ClickUp
    Task comment is posted in ClickUp Instant
  • ClickUp
    Task is moved in ClickUp Instant
  • ClickUp
    Task priority is updated in ClickUp Instant
  • ClickUp
    Task assignee is updated in ClickUp Instant
  • ClickUp
    Task due date is updated in ClickUp Instant
  • ClickUp
    Task is deleted in ClickUp Instant
  • ClickUp
    Subtask is created in ClickUp Instant
  • ClickUp
    Task time tracked is Updated in ClickUp Instant
  • ClickUp
    Task tag is updated in ClickUp Instant
  • ClickUp
    Task comment is updated in ClickUp Instant
  • ClickUp
    Folder is created in ClickUp Instant
  • ClickUp
    Folder is updated in ClickUp Instant
  • ClickUp
    Folder is deleted in ClickUp Instant
  • ClickUp
    List is created in ClickUp Instant
  • ClickUp
    List is updated in ClickUp Instant
  • ClickUp
    List is deleted in ClickUp Instant
  • ClickUp
    Space is created in ClickUp Instant
  • ClickUp
    Space is updated in ClickUp Instant
  • ClickUp
    Space is deleted in ClickUp Instant
  • ClickUp
    Task is updated in ClickUp
  • Ontraport
    Contact is created in Ontraport
  • Ontraport
    Tag is added in Ontraport Instant
  • Ontraport
    Tag is removed in Ontraport Instant
  • Ontraport
    Form is submitted in Ontraport Instant
  • Ontraport
    Transaction is created in Ontraport
  • Ontraport
    Form is created in Ontraport
  • Ontraport
    Group is created in Ontraport
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2.

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Ready Workflows Ready Workflows for ClickUp + Ontraport Integration

Capture leads, create contacts, keep records updated, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Ontraport + ClickUp Integration

Create ClickUp task for new Ontraport response

Automatically creating a ClickUp task for every new Ontraport response not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no response will fall through the cracks and that your ClickUp team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your ClickUp + Ontraport flow

Route new leads to your CRM, notify your team, and send automated follow-ups across your entire stack. Pick a combination and activate it in one click.

ClickUp
Ontraport
+
SlackSlack (4)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
TypeformTypeform (3)
+
ZoomZoom (3)
C
O
S
When a task is created in ClickUp, create an Ontraport contact and notify your team on Slack
New ClickUp tasks instantly generate Ontraport contacts and post an alert in Slack, eliminating manual entry.
C
O
S
When an Ontraport contact is created, update the matching ClickUp task and alert your team in Slack
Ontraport contacts update ClickUp tasks automatically and notify your channel on Slack.
C
O
S
When an Ontraport transaction is created, update time tracked in ClickUp and post to Slack
New Ontraport transactions update time records in ClickUp and notify your finance channel on Slack.
C
O
S
Use Claude to summarize new Ontraport contacts, update ClickUp tasks, and post briefs in Slack
Claude analyzes new Ontraport contacts, updates ClickUp tasks, and posts summaries in Slack.

Supported triggers and actions for ClickUp and Ontraport

Mix and match to build the exact automation you need

ClickUp
ClickUp Triggers & Actions
Instant
Goal is created in ClickUp
Triggers the automation when a new goal is created
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Instant
Goal is updated in ClickUp
Triggers the automation when a goal is updated
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Instant
Goal is deleted in ClickUp
Triggers the automation when a goal is deleted
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Instant
Target is created in ClickUp
Triggers the automation when a new target is created
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Instant
Target is updated in ClickUp
Triggers the automation when a target is updated
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Instant
Target is deleted in ClickUp
Triggers the automation when a target is deleted
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Task is created in ClickUp
Triggers the automation when task is created
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New message is posted on channel in ClickUp
Triggers the automation when a new message is posted on a channel
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Instant
Task status is updated in ClickUp
Triggers the automation when the status of a task is changed
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Instant
Task comment is posted in ClickUp
Triggers the automation when a task comment is posted
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Instant
Task is moved in ClickUp
Triggers the automation when a task is moved with
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Instant
Task priority is updated in ClickUp
Triggers the automation when the priority level of a task is changed
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Instant
Task assignee is updated in ClickUp
Triggers the automation when a task assignee is changed
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Instant
Task due date is updated in ClickUp
Triggers the automation when a task due date is updated
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Instant
Task is deleted in ClickUp
Triggers the automation when a task is deleted
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Instant
Subtask is created in ClickUp
Triggers the automation when a subtask is created
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Instant
Task time tracked is Updated in ClickUp
Triggers the automation when task time tracking is updated
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Instant
Task tag is updated in ClickUp
Triggers the automation when the tag assigned to any task is changed
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Instant
Task comment is updated in ClickUp
Triggers the automation when a task comment is updated
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Instant
Folder is created in ClickUp
Triggers the automation when a new folder is created
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Instant
Folder is updated in ClickUp
Triggers the automation when a folder is updated
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Instant
Folder is deleted in ClickUp
Triggers the automation when a folder is deleted
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Instant
List is created in ClickUp
Triggers the automation when a new list is created
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Instant
List is updated in ClickUp
Triggers the automation when any list is modified
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Instant
List is deleted in ClickUp
Triggers the automation when any list is deleted
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Instant
Space is created in ClickUp
Triggers the automation when a new space is created
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Instant
Space is updated in ClickUp
Triggers the automation when any space is modified
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Instant
Space is deleted in ClickUp
Triggers the automation when any space is deleted
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Task is updated in ClickUp
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Create threaded comment in ClickUp
Creates a new threaded comment
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Search task by custom field in ClickUp
Searches for tasks using a custom field
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Send message to channel in ClickUp
Sends a message to a specific channel
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Send direct message in ClickUp
Sends a direct message to a user
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Create task in ClickUp
Creates a new task
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Update task with custom field in ClickUp
Updates a task in the project management system with a custom field value
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Create subtask in ClickUp
Creates a subtask
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Update task in ClickUp
Updates the task with new information or changes
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Search task in ClickUp
Searches for a task
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Post task comment in ClickUp
Posts a comment on a task
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Post list comment in ClickUp
Posts a comment on a list
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Post view comment in ClickUp
Posts a comment on a view
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Create list in ClickUp
Generates a new list
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Update list in ClickUp
Updates a designated list with new information or changes
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Get list details by id in ClickUp
Retrieves detailed information about a list based on its id
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Search list in ClickUp
Scans and retrieves results for a particular list
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Delete list in ClickUp
Deletes a list
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Create folder in ClickUp
Creates a new folder
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Search folder in ClickUp
Searches for a folder
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Update folder in ClickUp
Updates the contents of a particular folder
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Get folder details by id in ClickUp
Retrieves information about a folder using its id
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Create space in ClickUp
Creates a new space
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Get space details by id in ClickUp
Retrieves detailed information of a space using its id
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Search space in ClickUp
Searches for a space
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Invite guest to workspace in ClickUp
Sends an invitation to a guest to join the workspace
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Update space in ClickUp
Updates the space with new content and changes
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Get view details by ID in ClickUp
Retrieves details of a view using its id
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Create task from template in ClickUp
Generates a task based on a pre-defined template
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Add tag to a task in ClickUp
Adds a tag to a task
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Upload task attachment in ClickUp
Uploads task attachments to designated folders
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Add dependency to task in ClickUp
Links tasks together to establish dependencies
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Create space tag in ClickUp
Generates a new space tag
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Update target in ClickUp
Updates the particular target with new data or information
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Get task details by ID in ClickUp
Retrieves the details of a task based on its unique id
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Update time tracked in ClickUp
Logs and updates time spent on tasks in the time tracking tool
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Create target in ClickUp
Generates a new target
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Remove tag from task in ClickUp
Removes a tag from a task
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Create goal in ClickUp
Generates a new goal
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Update goal in ClickUp
Updates the goal based on new information
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Create folderless list in ClickUp
Generates a list of items without organizing them into folders
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Delete dependency from task in ClickUp
Deletes dependency link between two tasks
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Delete target in ClickUp
Deletes a target
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Delete goal in ClickUp
Deletes a goal
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Delete checklist item in ClickUp
Deletes an item from a checklist
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Update space tag in ClickUp
Updates the tag associated with a space
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Get goal details by ID in ClickUp
Retrieves goal details by using their unique id identifier
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Search goal in ClickUp
Searches for a goal
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Search team view in ClickUp
Searches for a team view
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Search task template in ClickUp
Searches for a task template
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Create time entry in ClickUp
Creates a new time entry
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Create checklist in ClickUp
Generates a checklist for tasks
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Update checklist in ClickUp
Updates checklist items with new tasks or completions
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Delete checklist in ClickUp
Deletes a checklist
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Update comment in ClickUp
Updates comments with new information
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Update checklist item in ClickUp
Updates a item on the checklist
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Search custom fields in ClickUp
Searches for custom fields
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Create checklist item in ClickUp
Generates a checklist item
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Search task using filters in ClickUp
Searches for a task using filters
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Search task in view in ClickUp
Searches for a task in a view
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Search sub-task in task in ClickUp
Searches for a sub-task in a task
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Add task link in ClickUp
Creates a hyperlink to add a new task
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Search folderless list in ClickUp
Searches for a folderless list
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Search list members in ClickUp
Searches for list members
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Search task members in ClickUp
Searches for task members
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Search tracked time in ClickUp
Searches for tracked time
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Search task comment in ClickUp
Searches for a task comment
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Search workspace in ClickUp
Searches for a workspace
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Search list comment in ClickUp
Searches for a list comment
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Add task to list in ClickUp
Adds a task to a designated list
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Search space view in ClickUp
Searches for a sub-task in a task
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Search list view in ClickUp
Searches for a list view
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Search folder view in ClickUp
Searches for a folder view
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Delete task in ClickUp
Deletes a task
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Delete space tag in ClickUp
Deletes a space tag
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Delete time tracked in ClickUp
Removes recorded time entries from the database
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Delete folder in ClickUp
Deletes a folder
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Delete comment from task in ClickUp
Deletes a comment associated with a task
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Delete space in ClickUp
Deletes a space
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Search space tag in ClickUp
Searches for a space tag
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Ontraport
Ontraport Triggers & Actions
Contact is created in Ontraport
Triggers the automation when a new contact is created
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Instant
Tag is added in Ontraport
Triggers the automation when a tag is added
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Instant
Tag is removed in Ontraport
Triggers the automation when a tag is added
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Instant
Form is submitted in Ontraport
Triggers the automation when a form is filled
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Transaction is created in Ontraport
Triggers the automation when a new transaction is created
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Form is created in Ontraport
Triggers the automation when a new form is created
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Group is created in Ontraport
Triggers the automation when a new group is created
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Create product in Ontraport
Adds a new product to the system
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Search product by name in Ontraport
Finds a product based on its name
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Update product in Ontraport
Modifies an existing product
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Create transaction in Ontraport
Records a new transaction
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Create contact in Ontraport
Adds a new contact to the database
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Update contact in Ontraport
Updates contact information with new details
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Search contact in Ontraport
Finds and retrieves contact information
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Get transaction by Id in Ontraport
Retrieves a transaction using its id
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Search campaign in Ontraport
Searches for a campaign
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What can you automate with ClickUp + Ontraport?

Streamline your workflow by syncing tasks, managing contacts, and updating records across ClickUp and Ontraport automatically.

What you can automate?
🔄
Create Ontraport contacts from new ClickUp tasks
Turn every new ClickUp task into an Ontraport contact instantly to keep your customer records aligned with your project workflow.
📝
Capture every submitted form field
Map detailed Ontraport form submission fields into ClickUp tasks so your team has complete context for every inquiry.
🔔
Trigger instant team notifications
Alert your team members in Slack or your workspace whenever a key project milestone or transaction update occurs.
🔀
Route based on custom field values
Direct tasks to different lists or assignees in ClickUp depending on the tags or groups attached in Ontraport.
🔄
Keep records synchronized as details change
Update task details in ClickUp automatically whenever contact information or transaction records change in Ontraport.
🔍
Prevent duplicates with intelligent search
Search existing records before creating new entries to keep your databases clean and organized.
💳
Handle transaction and payment status changes
Trigger project updates in ClickUp the moment a new transaction or purchase is created in Ontraport.
🔌
Extend your workflow to messaging and marketing apps
Push project and contact data into connected tools like Mailchimp or Stripe to run multi-step business operations.
And much more...

Who is ClickUp + Ontraport integration for?

Operations managers, sales teams, and marketers use this integration to eliminate manual data entry, keep CRM records accurate, and ensure timely follow-ups across both platforms.

Performance analysts
Performance analysts
Sales teams
Sales teams
Client account managers
Client account managers
High-volume marketers
High-volume marketers
Operations coordinators
Operations coordinators
Customer success leads
Customer success leads
📊
Performance analysts
You're tracking project deliverables in ClickUp while your revenue data lives in Ontraport, but weekly reports take hours to compile because data stays siloed — connecting these apps means every metric syncs automatically and your dashboards reflect real-time progress.
Sales teams
You need to act fast on new inquiries, but leads sitting in Ontraport take too long to reach your project workspace in ClickUp — this integration means every new contact creates a task instantly so your team can start working without delay.
📋
Client account managers
You answer to stakeholders who want visibility into project delivery, but manually updating status across systems leaves gaps — automating both apps means your status changes reflect instantly in your CRM records.
📈
High-volume marketers
The volume of incoming form submissions is too high for anyone to keep up by hand, leading to missed opportunities and unassigned leads — automating both apps means every submission flows straight into your task management pipeline.
👥
Operations coordinators
You own the client onboarding step and depend on sales to hand it over from Ontraport, but communication delays stall the project start — connecting these apps means task creation happens the moment a deal is won.
🗂️
Customer success leads
You need a reliable history of client interactions across your workflow, but manual logging leaves missing entries in your client files — this integration means every project update and contact note stays perfectly synchronized.
Our team

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Why choose Integrately to automate ClickUp + Ontraport

Build and manage your ClickUp + Ontraport automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ClickUp + Ontraport with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect ClickUp to Ontraport?
Frequently Asked Questions
You can connect ClickUp to Ontraport easily using 1-click automations and Integrately AI. Choose a ready template between ClickUp, Ontraport, and other apps like Slack or Calendly, connect your accounts, and activate it instantly.
Can I automatically create Ontraport contacts from new ClickUp tasks?
Frequently Asked Questions
Can I connect ClickUp, Ontraport, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ClickUp and Ontraport?
Frequently Asked Questions
How do task updates in ClickUp affect Ontraport records?
Frequently Asked Questions
Can Ontraport form submissions trigger ClickUp tasks?
Frequently Asked Questions
Do I need coding skills to automate ClickUp and Ontraport?
Frequently Asked Questions
Is the ClickUp and Ontraport integration free?
Frequently Asked Questions
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