Start free

Give your phone agent access to ClickUp tasks, lists and team updates.

Connect ClickUp and your agent can work inside your task board during live calls. It can look up task status, create tasks from a caller's request, add tags, link related work and add tasks to the right list. Callers get real answers about their project or order, and your team sees the updates in ClickUp straight away. Connect once from the AgentCalls dashboard and choose which actions your agent can use.

Start freeSee pricing

What your agent can do with ClickUp

  • Look up task status and due dates while a caller is on the line
  • Create a task from a request and assign it to the right list
  • Add tags and link related tasks so work stays connected
  • Add a task to an extra list when it belongs in more than one place
  • Add a guest to a task or list for clients who need limited access

ClickUp exposes 163 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client checks on a project

  1. Caller

    Hi, this is Dana Morales from Lakeside Interiors. Can you tell me where our kitchen project is?

  2. Agent

    Of course, Dana. Let me check. The kitchen cabinet install is marked in progress, and it is due this Thursday, the 14th.

  3. Caller

    Great. Can you make sure the countertop measurements are added before then?

  4. Agent

    Done. I added a task for countertop measurements, due Wednesday the 13th, and linked it to the cabinet install.

New service request

  1. Caller

    I need someone to look at a leak under my bathroom sink. Can you help?

  2. Agent

    Yes. I can book that. What is the address, and is tomorrow morning okay?

  3. Caller

    It is 418 Harbor Road. Tomorrow at nine works.

  4. Agent

    Thanks. I created a repair task for 418 Harbor Road, tomorrow at 9:00 AM, tagged urgent and added to the Field Jobs list.

Follow-up on an open invoice task

  1. Agent

    Hi, this is Sam calling from Brightline Studio. I am following up on the logo revisions. Is now a good time?

  2. Caller

    Yes, go ahead. We have not finished the second round yet.

  3. Agent

    Understood. I have moved the revisions task to Waiting on client and added a note with your feedback due Friday, 3 PM.

  4. Caller

    Perfect, thank you. I will send the files today.

How to connect ClickUp

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect ClickUp

    From Integrations in the dashboard, choose ClickUp and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the ClickUp actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

Related integrations

NotionVerifiedProjects & tasksNotion centralizes notes, docs, wikis, and tasks in a unified workspace, letting teams build custom workflows for…LinearProjects & tasksLinear is a streamlined issue tracking and project planning tool for modern teams, featuring fast workflows, keyboard…JiraProjects & tasksA tool for bug tracking, issue tracking, and agile project management.Google TasksProjects & tasksGoogle Tasks provides a simple to-do list and task management system integrated into Gmail and Google Calendar for…WrikeMessaging & team chatWrike is a project management and collaboration tool offering customizable workflows, Gantt charts, reporting, and…AsanaProjects & tasksTool to help teams organize, track, and manage their work.

All Projects & tasks integrations

Questions, answered.

Does the agent work with ClickUp during the call or only afterwards?

Both. During a call your agent can look up and update tasks in real time. It can also follow up with tasks after the call ends, based on what was discussed.

What do I need to connect ClickUp?

You need a ClickUp account with access to the workspace you want to use. Sign in to ClickUp from the AgentCalls dashboard and approve the connection. No setup code is needed.

Which plan includes the ClickUp integration?

The ClickUp integration is included from the Growth plan. Guest-related actions also need a ClickUp Enterprise plan on your workspace.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with ClickUp.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

Start freeSee pricing