ClickUp

Follow the below steps to connect to the ClickUp API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select ClickUp as the Integration Provider.

Step 2. Connect to the ClickUp API

1. Go to ClickUp and login to your account.
2. Click on your profile dropdown on the top-right of the screen, and select Settings.
3. In the left-hand sidebar, click Apps.
4. Click the Generate button.
5. Copy the API Token from ClickUp and paste in the API Key field in Formie.
6. Copy the Workspace ID from ClickUp's URL. e.g. https://app.clickup.com/**9016531**

Step 3. Test Connection

1. Save this integration.
2. Click on the Refresh button in the right-hand sidebar.

Step 4. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.