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ClickUp and Salesforce integration
Save yourself the work of writing custom integrations for ClickUp and Salesforce and use n8n instead. Build adaptable and scalable Productivity, Communication, workflows that work with your technology stack. All within a building experience you will love.
How to connect ClickUp and Salesforce
Create a new workflow and add the first step
In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.
Build your own ClickUp and Salesforce integration
Create custom ClickUp and Salesforce workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.
ClickUp supported actions
Create
Create a checklist
Delete
Delete a checklist
Update
Update a checklist
Create
Create a checklist item
Delete
Delete a checklist item
Update
Update a checklist item
Create
Create a comment
Delete
Delete a comment
Get Many
Get many comments
Update
Update a comment
Create
Create a folder
Delete
Delete a folder
Get
Get a folder
Get Many
Get many folders
Update
Update a folder
Create
Create a goal
Delete
Delete a goal
Get
Get a goal
Get Many
Get many goals
Update
Update a goal
Create
Create a key result
Delete
Delete a key result
Update
Update a key result
Create
Create a list
Custom Fields
Retrieve list's custom fields
Delete
Delete a list
Get
Get a list
Get Many
Get many lists
Member
Get list members
Update
Update a list
Create
Create a space tag
Delete
Delete a space tag
Get Many
Get many space tags
Update
Update a space tag
Create
Create a task
Delete
Delete a task
Get
Get a task
Get Many
Get many tasks
Member
Get task members
Set Custom Field
Set a custom field
Update
Update a task
Create
Create a task dependency
Delete
Delete a task dependency
Add
Add a task to a list
Remove
Remove a task from a list
Add
Add a tag to a task
Remove
Remove a tag from a task
Create
Create a time entry
Delete
Delete a time entry
Get
Get a time entry
Get Many
Get many time entries
Start
Start a time entry
Stop
Stop the current running timer
Update
Update a time Entry
Add
Add tag to time entry
Get Many
Get many time entry tags
Remove
Remove tag from time entry
Salesforce supported actions
Add Note
Add note to an account
Create
Create an account
Create or Update
Create a new account, or update the current one if it already exists (upsert)
Delete
Delete an account
Get
Get an account
Get Many
Get many accounts
Get Summary
Returns an overview of account's metadata
Update
Update an account
Create
Create a attachment
Delete
Delete a attachment
Get
Get a attachment
Get Many
Get many attachments
Get Summary
Returns an overview of attachment's metadata
Update
Update a attachment
Add Comment
Add a comment to a case
Create
Create a case
Delete
Delete a case
Get
Get a case
Get Many
Get many cases
Get Summary
Returns an overview of case's metadata
Update
Update a case
Add Contact To Campaign
Add contact to a campaign
Add Note
Add note to a contact
Create
Create a contact
Create or Update
Create a new contact, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Get Summary
Returns an overview of contact's metadata
Update
Update a contact
Create
Create a custom object record
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a custom object record
Get
Get a custom object record
Get Many
Get many custom object records
Update
Update a custom object record
Upload
Upload a document
Get Many
Get many flows
Invoke
Invoke a flow
Add Lead To Campaign
Add lead to a campaign
Add Note
Add note to a lead
Create
Create a lead
Create or Update
Create a new lead, or update the current one if it already exists (upsert)
Delete
Delete a lead
Get
Get a lead
Get Many
Get many leads
Get Summary
Returns an overview of Lead's metadata
Update
Update a lead
Add Note
Add note to an opportunity
Create
Create an opportunity
Create or Update
Create a new opportunity, or update the current one if it already exists (upsert)
Delete
Delete an opportunity
Get
Get an opportunity
Get Many
Get many opportunities
Get Summary
Returns an overview of opportunity's metadata
Update
Update an opportunity
Query
Execute a SOQL query that returns all the results in a single response
Create
Create a task
Delete
Delete a task
Get
Get a task
Get Many
Get many tasks
Get Summary
Returns an overview of task's metadata
Update
Update a task
Get
Get a user
Get Many
Get many users
ClickUp and Salesforce integration details
Other integrations with ClickUp
Other integrations with Salesforce
FAQs
FAQ
Can ClickUp connect with Salesforce?
Can I use ClickUp’s API with n8n?
Can I use Salesforce’s API with n8n?
Is n8n secure for integrating ClickUp and Salesforce?
How to get started with ClickUp and Salesforce integration in n8n.io?
Need help setting up your ClickUp and Salesforce integration?
Discover our latest community's recommendations and join the discussions about ClickUp and Salesforce integration.
ClickUp Node error HTTP 403 for GET operations
Nikolay Titov
Describe the problem/error/question Hey! Recently I’ve started getting error from ClickUp Node, only for GET operations. What I’ve tried before reaching out for help: Checked that I have no rate limitations with Click…
ClickUp trigger (task CRUD) error in production: 'key' argument
Carsten Wraae Andersen
Describe the problem/error/question Running a simple workflow catching CRUD-events from ClickUp tasks using the default ClickUp trigger node works fine while testing. However, as soon as I publish the workflow, the r…
Workflow Activation Error - Due to ClickUp webhook
Mikey Ross
I’m having the same issue as another post that was posted here 6 months ago here Workflow Activation Error @EmeraldHerald acknowledged the issue in this comment I’m currently stuck with using ClickUp in one workflow on…
Help getting the MCP trigger to pass a variable into an http request tool
trijste
I’m trying to build an MCP server that has access to my Salesforce org, but only at the schema and describe object level, ideally to provide more information for building out SOQL queries using custom fields from custom …
Salesforce platform events capture - to trigger N8n flow
DV
I could not find node of trigger type, which will start workflow when “platform event is publishjed from salesforce”. I am looking for support in n8n to listen to platform event as soon as published by SalesForce.
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Why use n8n to integrate ClickUp with Salesforce
Build complex workflows, really fast
