Atera + ClickUp

Atera + ClickUp integrations

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

Enhance productivity and manage your tasks seamlessly with this workflow. Whenever a new ticket is created in Atera, a corresponding task is effortlessly generated in ClickUp. This efficient process aids with ticket tracking, ensures prompt response, and streamlines task management for your team. Reduce manual input and stay organized by integrating Atera and ClickUp in your workflow.

When this happens...
New Ticket CreatedTriggers when a new ticket is created.
TriggerInstant
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Create TaskCreates a new task.
ActionWrite

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More things you can do with Atera and ClickUp

Discover other triggers and actions you can use with Atera and ClickUp

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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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
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- Workspace
  Required
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- 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

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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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

About Atera

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

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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

Related categories

Project Management

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Related Zap Templates

Create tickets in Atera for new tasks in ClickUp

Related Zap Templates

Create tickets in Atera for new tasks in ClickUp