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Launch your first automated workflow

Start with a template that brings Atera and ClickUp together. Build enterprise-grade automation in minutes.

Our most popular template

Create tickets in Atera for new tasks in ClickUp
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ClickUp + Atera
Create new tasks in ClickUp for every new ticket created in Atera
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Atera + ClickUp

Create tickets in Atera for new tasks in ClickUp

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ClickUp + Atera

Create new tasks in ClickUp for every new ticket created in Atera

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Atera + ClickUp

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Zapier makes it easy to integrate Atera with ClickUp - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "AI Technician Comment Added" from Atera.

Add your action

An action happens after the trigger—such as "Archive or Delete Task" in ClickUp.

You’re connected!

Zapier seamlessly connects Atera and ClickUp, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

AI Technician Comment Added
Triggers when an AI technician comment is added to an AI conversation.
Trigger
Instant
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Alert Resolved
Triggers when alert resolved in Atera.
Trigger
Instant
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Autopilot Conversation Escalated
Triggers when a new Autopilot conversation is escalated.
Trigger
Instant
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Autopilot Conversation Summary Created
Triggers when a new conversation summary is created in Autopilot.
Trigger
Instant
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New Customer Created
Triggers when a new customer is created.
Trigger
Instant
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Ticket Assignment Changed
Triggers when a ticket assigned to a technician.
Trigger
Instant
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New Ticket Created
Triggers when a new ticket is created.
Trigger
Instant
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Ticket Status Changed
Triggers when ticket status changed in Atera.
Trigger
Instant
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End User Comment Added
Triggers when an end user comment is added to an AI conversation.
Trigger
Instant
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- Conversation ID
  Required
- Conversation Status
  Required
Action
Write
- Title
  Required
- Device GUID
  Required
- Customer ID
  Required
- Code
- Severity
- Threshold Value 1
- Snoozed End Date
- Additional Information
- Alert Category
- Ticket ID
- Message Template
- Folder ID
Action
Write
- Name
  Required
- Description
Action
Write
- Conversation ID
- Contact ID
  Required
- Comment
  Required
Action
Write
- AlertID
  Required
Action
Write
- Ticket Id
  Required
- Ticket Title
- Ticket Description
- Ticket Priority
- Ticket Impact
- Ticket Status
- Ticket Type
- Technician ContactID
Action
Write
- Name
  Required
- Description
Action
Write
- Email
  Required
Action
Search
- Search text
  Required
Action
Search
- Ticket Id
  Required
Action
Search
- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search

New Alert Created
Triggers when a new alert is created.
Trigger
Instant
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Autopilot Conversation Created
Triggers when a new Autopilot conversation is created.
Trigger
Instant
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Autopilot Conversation Status Updated
Triggers when a new Autopilot conversation status is updated.
Trigger
Instant
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Autopilot Conversation Title Created
Triggers when a new Autopilot conversation title is updated.
Trigger
Instant
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New Site Created
Triggers when a new site is created.
Trigger
Instant
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Customer Responded to a Ticket
Triggers when a customer responded to a ticket.
Trigger
Instant
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Internal Comment Added to a Ticket
Triggers when an internal comment is added to a ticket.
Trigger
Instant
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Technician Responded to a Ticket
Triggers when a technician responded to a ticket.
Trigger
Instant
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- Customer/Site Name
  Required
- Created On
- Business Number
- Domain
- Address
- City
- State
- Country
- Phone
- Fax
- Notes
- Links
- Longitude
- Latitude
- Zip Code
Action
Write
- Conversation ID
  Required
- Technician ID
  Required
Action
Write
- Email
  Required
- Customer ID
- Customer Name
- First Name
- Last Name
- Job Title
- Phone
- Mobile Phone
- Is Contact Person
- In Ignore Mode
- Department ID
- Created On
Action
Write
- Conversation ID
  Required
- Ticket ID
  Required
Action
Write
- Conversation ID
  Required
- Technician ID
  Required
- Comment
  Required
Action
Write
- Ticket Title
  Required
- Ticket Description
  Required
- Ticket Priority
- Ticket Impact
- Ticket Status
- Ticket Type
- EndUser ID
- EndUser First Name
- EndUser Last Name
- EndUser Email
- Technician ContactID
Action
Write
- ContactID
  Required
- First Name
- Last Name
- Job Title
- Phone
- Mobile Phone
- Is Contact Person
- In Ignore Mode
- Archived
- Customer ID
- Customer Name
Action
Write
- Alert Id
  Required
Action
Search
- Conversation Id
  Required
Action
Search
- Email
  Required
Action
Search
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search

For AI agents & developers

Use Atera and ClickUp with AI agents and code

Beyond Zap workflows. Call Atera and ClickUp actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Atera and ClickUp actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Customer/Site
Archive or Delete Task

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Atera and ClickUp actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* atera-1 / clickup action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Atera and ClickUp to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate ClickUp on the Zapier blog

Make work flow with AI

Level up your Atera to ClickUp integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Atera

Atera is an all-in-one IT management platform powered by Action AI to manage, patch, and secure every endpoint.

HelpHelp

Related categories

IT Operations

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn moreLearn moreHelpHelp

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Project Management

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Connect Atera and ClickUp to power AI-driven automation

Launch your first automated workflow

Create tickets in Atera for new tasks in ClickUp

Create new tasks in ClickUp for every new ticket created in Atera

Create tickets in Atera for new tasks in ClickUp

Create new tasks in ClickUp for every new ticket created in Atera

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Atera and ClickUp with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Atera and ClickUp to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate ClickUp on the Zapier blog

Automate project communication with ClickUp and Gmail

5 ways to automate ClickUp with Zapier

Make work flow with AI

Connect Atera to ClickUp on the world's largest no-code automation platform