ClickUp Integration

Connect your ClickUp Workspace to Socket to create and manage ClickUp tasks directly from Socket alerts. Create tasks manually from individual alerts, or set up automated ticketing rules that create and update ClickUp tasks based on alert events in your organization.

The integration connects to ClickUp using OAuth. Authorization happens entirely from the Socket dashboard — there is no separate app to install in a third-party admin console.

Key capabilities

• Manual task creation — Create a ClickUp task from alerts in the Socket dashboard.
• Automated ticketing rules — Define rules that automatically create ClickUp tasks when specific alert events occur, with configurable conditions, List, priority, tags, and assignee.
• Two-way sync — When linked ClickUp tasks are updated, completed, or deleted, Socket is notified and can update the alert accordingly.
• Multi-workspace support — Connect more than one ClickUp Workspace to a single Socket organization.

Prerequisites

• Confirm your Socket account is on a Business or Enterprise plan.
• Have a ClickUp Workspace ready, with permission to authorize apps for the Workspace (and access to the Spaces/Lists) you want to connect.
• Hold an Owner or Admin role in your Socket organization (required to connect and disconnect the integration).

Connect ClickUp to Socket

Step 1: Open the ClickUp integration page

In the Socket dashboard, go to Settings → Integrations → ClickUp for your organization, then click Connect.

A dialog opens with step-by-step instructions and an installation link.

Step 2: Start the authorization

1. Click Install to open the ClickUp authorization window.
2. If the authorization window does not open, your browser may be blocking popups. Allow popups for this site, or copy the installation link shown in the dialog and open it in a new browser tab.

Step 3: Approve access in ClickUp

In the ClickUp authorization window:

1. Select the Workspace you want Socket to use.
2. Review the requested access and approve the connection.

Step 4: Verify the connection

After you authorize, the Socket dashboard reloads automatically and the connection appears under Settings → Integrations → ClickUp with a Connected status badge, including the Workspace name, who connected it, and when.

Tip: To connect additional ClickUp Workspaces, repeat the steps above.

Disconnect ClickUp

To disconnect a ClickUp Workspace from your Socket organization:

1. Go to Settings → Integrations → ClickUp in the Socket dashboard.
2. Find the ClickUp connection you want to remove.
3. Click the button with the 3 dots, and select Disconnect..., then confirm.

This removes the link between the ClickUp Workspace and your Socket organization. Existing tasks in ClickUp are not deleted or modified.

Alternatively, a ClickUp admin can revoke the connection in the ClickUp Workspace settings.

Create ClickUp tasks from alerts

Once the integration is connected, you can create ClickUp tasks directly from alerts in the Socket dashboard.

1. Open an alert in the Socket dashboard.
2. Click the Create Ticket button.
3. Select the ClickUp connection and List, then fill in any additional fields (priority, tags, assignee).
4. Submit to create the task.

Lists are shown as Space / List or Space / Folder / List so you can tell similarly named Lists apart.

The created task is linked to the alert, and a link to the ClickUp task appears on the alert so you can navigate directly to it.

Automated ticketing rules

Automated ticketing rules let you define conditions under which ClickUp tasks are automatically created and updated. Configure these rules from Settings → Integrations → Ticketing in the Socket dashboard.

Create a ticketing rule

Click Create Configuration to start the wizard:

1. Select events

Choose which events should trigger the rule.

2. Select conditions

Optionally define conditions to filter which alerts match this rule, targeting specific alert types, priority levels, repositories, or other attributes.

3. Select project

Choose the ClickUp connection and where tasks should be created:

• Integration — Select which connected ClickUp Workspace to use.
• List — Search and select the ClickUp List where tasks will be created.

4. Configure issue

Define how the ClickUp task should be created:

• Priority — Set a specific priority (Urgent, High, Normal, or Low), or use Auto to map the alert priority to a ClickUp priority automatically.
• Labels — Optionally add ClickUp tags to created tasks.
• Assignee — Optionally assign the task to a ClickUp user (search by name). Select a List first so Socket can load that List’s members.

Note: ClickUp does not use issue types. Additional fields under Advanced settings are not supported for ClickUp.

5. Configure actions

Define what happens when alert state changes:

• Create issue — Automatically create a new ClickUp task when the rule conditions are met.
• Update issue — Update the linked ClickUp task when the alert is updated. Optionally change the ClickUp task status when the alert is cleared in Socket.
• Mark alert as "ignored" when ticket is closed — Optionally triage-ignore the Socket alert when the linked ClickUp task is closed or completed.

After reviewing the summary, click Create to activate the rule.

Permissions

Socket roles

ClickUp app permissions

When you authorize the integration, Socket receives access to the ClickUp Workspaces you approve, using the permissions of the authorizing ClickUp user. Socket uses this access to:

• Read Workspace structure (Spaces, Folders, Lists), tags, statuses, priorities, and members
• Create and update tasks from alerts and ticketing rules
• Register Workspace webhooks so task updates, status changes, and deletions sync back to Socket

Socket does not access Workspaces you do not approve during authorization.

Troubleshooting

Known issues and limitations

Next steps

• Webhooks — Set up webhooks to receive real-time notifications for alert events.
• Customizable Security Policies — Configure which alert types trigger warnings and blocks across your organization.
• Organization Alerts — Review and manage alerts across all repositories in your organization.