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ClickUp is a cloud-based productivity platform offering task management, time tracking, and collaboration capabilities. DocsAutomator integrates natively with ClickUp to enable seamless document creation from tasks.
New to DocsAutomator? The fastest way to get started with ClickUp is our Quickstart Guide.

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Important Limitations

PDF Attachments: Printed PDFs will be added as attachments to your tasks. Currently, new PDFs are added and there is no option to overwrite previous attachments (a ClickUp limitation).Workspace Restriction: Only one team/workspace is allowed currently. If multiple workspaces are selected when connecting ClickUp, only the first one is available for data mapping.

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Native Fields Reference

FieldExampleFormat
Name”Task Name”Unmodified
Description”Some Description”Unmodified
Task ID”861mtbuq3”Unmodified
Custom Task ID”#12345#“Unmodified
Status”To-Do”Unmodified
Priority”High”Unmodified
Start date”05/05/2023”Per DocsAutomator settings
Due date”05/05/2023”Per DocsAutomator settings
Date created”05/05/2023”Per DocsAutomator settings
Date updated”05/05/2023”Per DocsAutomator settings
Date done”05/05/2023”Per DocsAutomator settings
Date closed”05/05/2023”Per DocsAutomator settings
Assignees”Ford Prefect”Unmodified
Created by”Ford Prefect”Unmodified

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Custom Fields Reference

Field TypeExampleNotes
Checkbox✅ or ❌Icon reflects state
Date”05/05/2023”Per DocsAutomator settings
Dropdown”Option C”Unmodified
Email”email@example.com”Unmodified
FilesImageFollows DocsAutomator image conventions
Formula”3.33333”Value only; currency not preserved
Labels”One, two, three”Comma-separated, ordered as in ClickUp
Location”155 Country Lane…”Unmodified
Money”$500.00”Per locale settings
Number”500”Unmodified
People”Ford Prefect, Arthur Dent”Comma-separated
Phone”+1 234 567 8”Unmodified
Progress (Auto)“75%“Percent value
Progress (Manual)“75%“Percent value
Rating”😍😍😍😍😍“Emoji from ClickUp
Text”ABC”Unmodified
Text AreaLong text contentUnmodified
Website”https://docsautomator.co/“Unmodified

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Unsupported Fields

The following custom field types are not currently supported (coming soon):
  • Relationship
  • Rollup
  • Tasks

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E-Signatures and PDF Templates

DocsAutomator supports e-signatures with all data sources, including ClickUp. After generating a document, you can automatically route it for signing. DocsAutomator also supports PDF templates in addition to Google Doc templates.

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Next Steps

Template Guide

Learn the template syntax

Dynamic Images

Add images to your documents
Last modified on February 10, 2026