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ClickUp Integration

Connect Markster OS to ClickUp to automatically route pipeline actions, follow-up tasks, and deal tracking to your workspace.

What this integration enables

Skill ClickUp actions
Cold Email Creates follow-up tasks for reply conversations. Logs campaign milestones.
Events Creates post-event follow-up tasks with 48-hour deadlines.
Sales Creates deal cards in your pipeline list. Sets next-action tasks per deal.
Fundraising Creates investor pipeline cards. Sets follow-up tasks per investor relationship.

Setup

Step 1: Get your ClickUp API key

  1. Log into ClickUp
  2. Go to Settings -> Apps
  3. Generate a personal API token
  4. Copy the token

Step 2: Configure your AI environment

Add your API key to your environment:

export CLICKUP_API_KEY="your_key_here"

For persistent configuration, add this to your shell profile (~/.zshrc, ~/.bash_profile, or equivalent).

Step 3: Set your workspace IDs

The integration needs to know which ClickUp list to write tasks to.

Find your list IDs:

  • Open ClickUp in the browser
  • Navigate to the list you want to use
  • The URL contains the list ID: app.clickup.com/[team_id]/[space_id]/list/[list_id]

Set the IDs:

export CLICKUP_PIPELINE_LIST="list_id_for_deals"
export CLICKUP_TASK_LIST="list_id_for_follow_up_tasks"

Step 4: Verify

In your AI environment, ask it to check the ClickUp connection:

Check if my ClickUp integration is configured. List the first 3 tasks in my pipeline list.

Using the integration with skills

Once configured, skills will offer ClickUp actions automatically.

Example (cold email skill): "A prospect replied to your cold email. Would you like me to create a ClickUp follow-up task for tomorrow at 9am?"

Example (sales skill): "Discovery call notes captured. Should I create a deal card in your ClickUp pipeline with these details and set a task to send the proposal by Thursday?"

Task naming convention

Tasks created by Markster OS skills follow this format:

[SKILL] [ACTION] - [COMPANY/CONTACT NAME]

Examples:

  • [CE] Follow up - Acme Corp (replied positive)
  • [SALES] Send proposal - John Smith, ABC Advisory
  • [EVENTS] Post-event follow-up - Jane Doe, met at SF FinTech Summit

Troubleshooting

Tasks not being created: Verify your API key is set and has write access to the target list.

Wrong list: Double-check your list IDs. The list ID in the URL is the number at the end after /list/.

Permissions error: Ensure your API token has permission to create tasks in the target workspace.