Integrations/ClickUp
Neo AgentClickUp
Project Management integration

Neo works your ClickUp tasks and Docs from tickets.

Neo finds, creates and updates ClickUp tasks, checklists and comments, and reads your ClickUp Docs.

01Capabilities

What Neo does with ClickUp.

01

Tasks and subtasks

Neo creates and updates tasks: status, assignees, priority and due dates.

02

Checklists and fields

Neo ticks checklist items and sets Custom Field values.

03

Comments and Docs

Neo comments on tasks and reads and adds pages to your Docs.

02Workflows

Concrete work Neo handles in ClickUp.

USE CASE

A task for each ticket

Neo creates the ClickUp task in the right List and keeps its ID and link.

USE CASE

Keep tasks in step

Neo updates status, assignee, dates and checklists as the ticket moves.

USE CASE

Answers from Docs

Neo reads your ClickUp Docs and tasks to answer a technician.

03Setup

Set it up with Neo.

01

Connect ClickUp

Enter the credentials the ClickUp card on Neo's Integrations page asks for. The setup guide shows where to find each one.

02

Start from a use case

Open the ClickUp card's "What Neo can do" tab and press Set up with Neo on the job you want.

03

Build it with Neo Support

Neo Support picks the tools and the ClickUp access the job needs, and builds the agent with you.

FAQ

Questions about the ClickUp integration.

What does Neo need to connect to ClickUp?+

The credentials the ClickUp card on Neo's Integrations page asks for, from your ClickUp account. The setup guide shows where to find each one.

How do I set up one of these use cases?+

Connect ClickUp, open its "What Neo can do" tab in the Neo dashboard and press Set up with Neo on the use case. Neo Support builds the agent with you.

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