ClickUp
This section will cover ClickUp <> ClearFeed integration
Last updated
This section will cover ClickUp <> ClearFeed integration
Last updated
ClearFeed has a robust integration with ClickUp, allowing agents and responders to create bi-directionally synced Click Up issues from Slack.
You would need Admin privileges in ClickUp to authorize the integration
Head over to Settings (Gear icon in the lower left) -> Integrations tab
Press the Connect against ClickUp
You will be prompted to log in to ClickUp (If you've already not logged in)
Select the ClickUp workspace you want to connect with ClearFeed - and then click on Connect Workspace.
You will be successfully redirected to ClearFeed with a success message.
We currently support connecting a single ClickUp workspace with a ClearFeed account.
Choose the required collection from the list on the left-hand panel
Click on Settings and then choose Ticketing Settings
Choose ClickUp as the Ticketing Integration
Choose the trigger mode (Emoji/Automatic)
If it is an emoji-based creation, choose the emoji that should trigger ticket creation (default is 🎟️ emoji).
Replies on the Slack thread and the ClickUp task are synced bidirectionally.
The corresponding request channel thread on Slack now displays the Title, ID, URL, and Status of the ClickUp Task.
Status changes from ClickUp are reflected on Slack.
ClearFeed adds the following labels to the ClickUp task: slack-channel-name and clearfeed.
Public comments from the triage channel are also synced back to the ClickUp task.
Status change updates are posted on the thread when the ClickUp task is moved to Solved status.
Sync settings allow you to choose whether messages are synced bidirectionally or in a single direction. Additionally, you can decide if updates to the linked ticket's status are shared in the Slack thread.
To configure common sync settings for all new tickets - follow the steps below:
Access Sync Settings by navigating to Objects
Choose your Message Sync Mode
Select whether status updates are shared in the Status Sync Mode setting
You can also configure different sync settings for individual tickets. Once a ticket is created from Slack, access the three-dot menu (shown in the illustration below) and configure your settings.
Only Responders can configure Sync Settings for individual tickets from the request channel in Slack
Determines how messages are synced between Slack and ClickUp.
2-way sync between ClickUp and Slack thread: Replies from Slack are posted on ClickUp, and comments from ClickUp are synced to Slack.
Only forward sync from Slack thread to ClickUp: Replies from Slack are posted on ClickUp, but comments from ClickUp are not posted back on Slack.
Only backward sync from ClickUp to Slack thread: Only ClickUp comments are posted on Slack, and replies from Slack do not go to ClickUp.
No sync between ClickUp and Slack thread: No comments are synced from Slack or ClickUp.
Determine whether status updates are shared on the request channel thread on Slack or not.
Updates are only delivered when the status is changed to "Solved" or moved to "Open" from "Solved"
Sync key status changes from ClickUp to Slack thread: Whenever the ticket is "Solved" or moved to "Open" from "Solved - the updates are shared on Slack.
No sync of status changes from ClickUp to the Slack thread: No status updates are synced to Slack.
Visit the Forms section to learn how to set up forms and utilize them for ticket creation.
Once the forms are set up, users will see a File Ticket button. Clicking this button will prompt users to complete ticket creation.
If multiple forms are set up, a drop-down will appear asking the user to choose which form to fill for the particular ticket.
