Connect Plumsail Documents and ClickUp integrations
Connect Plumsail Documents and ClickUp with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Plumsail Documents and ClickUp 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.
Creates a webhook that runs when the process is finished
Adds a dependency to a task.
Adds tag to a task.
Adds time tracked to a task.
Adds new checklist to a specific task.
Creates an item in a checklist.
Creates new folder for specific space.
Creates a folderless list.
Creates new workspace goal.
Creates new list for specific folder.
Creates a space.
Creates a new tag for specific space.
Creates a goal target.
Creates new task in a specific list or sub-task in a specific task.
Creates a new task in a list.
Creates a task from a specific template.
Creates a new time entry manually.
Deletes a specific checklist.
Deletes a specific checklist item.
Deletes a list or task comment.
Removes a dependency of tasks.
Deletes a folder.
Deletes a specific goal.
Deletes a list.
Deletes a specific space.
Deletes a space tag.
Deletes a target.
Deletes a specific task.
Deletes a time entry.
Deletes tracked time.
Updates checklist name and/or position.
Updates a checklist item.
Updates a folder.
Updates a goal.
Updates a list.
Updates a space.
Updates a space tag.
Updates a goal target.
Updates a task.
Updates a task.
Updates a task.
Updates tracked time.
Retrieves details about specific folder.
Retrieves details about specific goal.
Retrieves details about specific list.
Retrieves details about specific space.
Retrieves details about specific task or subtask.
Gets a specified time entry.
Retrieves details about specific view.
Gets a specified workspace.
Returns how long a task has been in each status. Available only for ClickUp Business plan.
Invites a user to a selected workspace.
Performs an arbitrary authorized API call.
Posts a comment to a task.
Posts a comment to a view.
Posts a comment to a list.
Removes tag from a specific task.
Starts or stops a timer.
Updates a list or task comment.
Updates an existing time entry.
Adds attachment to a task.
Retrieves all custom fields for specific list.
Retrieves all coments for specific task, view or list.
Retrieves all space lists.
Retrieves all folders for a specific space.
Retrieves all folder views.
Retrieves all workspace goals.
Retrieves all list members.
Retrieves all lists for specific folder.
Retrieves all list views.
Retrieves all spaces belonging to a specific team.
Retrieves all tags of a specific space.
Retrieves all space views.
Retrieves all task members.
Retrieves all tasks for specific list.
Retrieves all team views.
Retrieves all tasks for specific view.
Retrieves all workspaces.
Retrieves tasks for specific workspace.
Retrieves all subtasks for a specified task.
Retrieves all task templates.
Retrieves a list of time entries within a date range.
Retrieves a list of time entry's histories.
Retrieves tracked time for specific task.
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Build your Plumsail Documents and ClickUp integrations.
Create custom Plumsail Documents and ClickUp workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds tag to a task.
Adds time tracked to a task.
Adds a dependency to a task.
Adds new checklist to a specific task.
Creates an item in a checklist.
Creates new folder for specific space.
Creates a folderless list.
Creates new workspace goal.
Creates new list for specific folder.
Popular Plumsail Documents and ClickUp workflows.
Looking to get more out of Plumsail Documents and ClickUp? With Make you can visually integrate Plumsail Documents and ClickUp into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create ClickUp tasks from new Google Sheets spreadsheet rows
Automatically create new tasks in ClickUp every time there is a new row in Google Sheets. Use this [example spreadsheet](https://bit.ly/2JqTH7q) for a quick and simple setup.
TRY IT ->Create Word and PDF documents with Plumsail from Google Forms data
Automate the generation of documents in your company: create DOCX and PDF files from a template using Plumsail Documents. The scenario is started when a form is submitted in Jotform. Files will be saved in Google Drive. This works equally well with SharePoint, Dropbox, OneDrive, and other storage platforms. You can use it to create applications, orders, invoices, etc.
TRY IT ->Create Word and PDF documents with Plumsail from Typeform data
Automate the generation of documents in your company: create DOCX and PDF files from a template using Plumsail Documents. The scenario is started when a form is submitted in Typeform. Files will be saved in OneDrive. This works equally well with SharePoint, Dropbox, Google Drive, and other storage platforms. You can use it to create applications, orders, invoices, etc.
TRY IT ->Create Excel and PDF documents with Plumsail and send them in Outlook
Run this scenario manually to create Excel and PDF files with Plumsail Documents. It uses a template stored in OneDrive and sends an email with the documents through Outlook.
TRY IT ->Protect new PDF files in OneDrive using Plumsail Documents
When a new PDF file is added to OneDrive, secure it with a password, enable or disable printing, modification, extracting data, annotations, and store a copy in another OneDrive folder.
TRY IT ->Create Excel and PDF documents with Plumsail and send them in SendGrid
Run this scenario manually to create Excel and PDF files with Plumsail Documents. It uses a template stored in OneDrive and sends an email with the documents through SendGrid.
TRY IT ->Create Word and PDF documents with Plumsail from Cognito Forms data
Automate the generation of documents in your company: create DOCX and PDF files from a template using Plumsail Documents. The scenario is started when a form is submitted in Cognito Forms. Files will be saved in OneDrive. This works equally well with SharePoint, Dropbox, Google Drive, and other storage platforms. You can use it to create applications, orders, invoices, etc.
TRY IT ->Create Word and PDF documents with Plumsail and send them in SendGrid
Run this scenario manually to create Word and PDF files with Plumsail Documents. It uses a template stored in OneDrive and sends an email with the documents through SendGrid.
TRY IT ->Create Word and PDF documents with Plumsail and send them in Outlook
Run this scenario manually to create Word and PDF files with Plumsail Documents. It uses a template stored in OneDrive and sends an email with the documents through Outlook.
TRY IT ->
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