ClickUp

Integrate Plerion with ClickUp to automatically create tasks from alerts, helping your team manage tasks without manual effort.

With the ClickUp integration, you can automatically turn Plerion alerts into tasks in your ClickUp workspace, so your team can track and respond in the workspace they already use every day.

Note: This is a one-way outbound integration. Alerts created or updated in Plerion will appear in ClickUp, but changes made directly in ClickUp will not sync back to Plerion.

Steps to integrate ClickUp with Plerion

1. On the Plerion dashboard, go to Settings > Integrations

   
2. Find ClickUp and click the + button

   
3. On the Connect ClickUp page, enter a name for your integration and select Connect ClickUp

   
4. A ClickUp OAuth pop-up will appear

   Review the requested permissions and click Accept to authorize the connection.

   
5. Test your ClickUp integration

   Enter the list URL where the test task should be created. To find it, open ClickUp, click the three dots in the top-right corner of the list, and click Copy link.

   

   
   

   
6. Review your test task in ClickUp

   If the test is successful, Plerion will display a link to the created ClickUp task.

   

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Create a workflow on Plerion

After adding the ClickUp integration, you must create a workflow for any alerts to be sent to ClickUp.

1. Go to Settings > Workflows and click Add a new workflow
2. Enter workflow details

   Enter a workflow name and ensure the Enabled toggle is turned on.

3. Add workflow conditions

   • Under Conditions, you can build the workflow using any of the three available condition categories:
     • Asset
     • Findings
4. Add workflow actions

   Under Actions, click Add action and select your ClickUp integration.
   Add your List URL.

5. Save the workflow

   Click Save to finish setting up your workflow.