Securely authorize the Contacts API with your account to enable ClickUp to read contacts, tasks, notes, and more.
Grant the necessary scopes (for example, contacts.readonly) to ClickUp to access contact data from the Contacts API.
Key endpoints include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/notes, GET /contacts/:contactId/notes/:id, GET /contacts/:contactId/appointments, GET /contacts/, GET /contacts/business/:businessId, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId, POST /contacts/:contactId/tags.
Trigger on new or updated contact in the Contacts API to create or synchronize a contact in ClickUp.
Actions: create or update a contact in ClickUp, attach related tasks, and link notes.
GET /contacts/:contactId
contactId, name, email, phone
Trigger on task updates in ClickUp to reflect in the corresponding contact in the Contacts API.
Actions: create/update tasks under the contact, update statuses, and log progress on the contact.
GET /contacts/:contactId/tasks
contactId, taskId, status, dueDate
Trigger on new or updated ClickUp notes to update the contact notes in the Contacts API.
Actions: create notes in Contacts from ClickUp notes, attach to the correct contact.
GET /contacts/:contactId/notes
contactId, noteId, content
Automate data syncing without writing code.
Improve team collaboration with real-time updates.
Reduce manual data entry and human error.
Elements and processes covered: authentication, endpoint usage, data mapping, triggers, actions, and error handling to ensure a smooth ClickUp-Contacts API connection.
An Application Programming Interface that lets two systems talk to each other.
A specific URL path used to access data in an API.
A standard authorization framework used to grant apps limited access without sharing passwords.
A method for delivering real-time data to a service via HTTP callbacks.
Automate the flow of tasks linked to contacts so updates in one system reflect in the other.
Trigger status changes in ClickUp when contact milestones are reached in the Contacts API.
Attach and summarize notes between systems to speed up handoffs.
Log in to your GHL account and grant ClickUp access to your Contacts data.
Choose how Contact fields map to ClickUp fields (name, email, notes, statuses).
Run tests, verify data flow, and enable automations.
No coding is required. The integration uses a no-code connector that maps data fields between ClickUp and the Contacts API, enabling automation without scripts. If you have a development team, you can customize field mappings and extend the workflow further.
Core data like name, email, and phone can be synced, along with related tasks, notes, and appointments. You can push task updates back to ClickUp and capture ClickUp notes in the Contacts API for a complete history.
Connections use OAuth with scoped permissions to limit access. Data is transmitted securely over HTTPS, with retry logic and audit trails for reliability.
Required permissions typically include read access to contacts and write access for tasks and notes as needed. The exact scopes can be configured during setup to meet your security requirements.
Yes. Triggers can be customized to fire on events like contact creation, updates, or task changes, and you can tune when and how often automations run.
Use the built-in test tool and sample data to verify the connection. Check logs for any errors and adjust mappings or triggers accordingly.
Activity and error logs are available in the connector dashboard. Monitor live runs, retries, and outcomes to ensure everything works as expected.
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Complete Operations Catalog - 126 Actions & Triggers
