ClickUp Integration

A step-by-step guide to configuring ClickUp for incident management using Squadcast.

ClickUp is an all-in-one suite to manage people, projects, and everything in between. ClickUp offers docs, reminders, goals, calendars, and inboxes.

Seamlessly route detailed ticket alerts from ClickUp to the right users in Squadcast - Enhance incident management efficiency.

How to integrate ClickUp with Squadcast

In Squadcast: Using ClickUp as an Alert Source

1. Navigate to Services -> Service Overview -> select or search for your Service. Expand the accordion -> In the Alert Sources section, click Add.

2. Select ClickUp. Copy the displayed Webhook URL to configure it within ClickUp. Finish by clicking Add Alert Source -> Done.

Important:

When an alert source turns Active, it’ll show up under Configured Alert Sources. You can either generate a test alert from the integration or wait for a real-time alert to be generated by the Alert Source. An Alert Source is active if there is a recorded incident via that Alert Source for the Service.

In ClickUp: Create a Squadcast Webhook

1. Navigate to Space and select New Space to create new a Space

2. Click on the newly created Space and then, click on Automate > Add automation on the top right corner

3. Select Condition as per your choice (that is, in which case you want to trigger the Webhook for Squadcast). Then, select Call Webhook

4. Paste the previously copied Webhook from Squadcast in the URL field and click on Create

That is it, you are now good to go!

• Whenever a Case (ticket) is created with an Open status in ClickUp, an incident will be created for it in Squadcast.

• When it is moved to the Closed status in ClickUp, the corresponding incident will automatically get resolved in Squadcast as well.

Have any questions? Ask the community.