Quick summary
This guide shows how to integrate Trello with ClickUp using a Zapier Zap, automating task syncing between the two platforms without manual data entry. By setting Trello as the trigger app and ClickUp as the action app, teams can keep their project management tools in sync automatically.
Steps
- Log in to Zapier, click "Create," and select "Zaps" to get started.
- Click "Trigger" to begin configuring the trigger step.
- Search for and select "Trello" as the Trigger App.
- Choose a trigger event such as "New Activity" or "New Board" to define what starts the Zap.
- Sign in to your Trello account, grant Zapier access, and click "Continue" to authenticate.
- Select "Test trigger" to verify the Trello connection is set up correctly.
- Choose a Trello board, then click "Continue with selected record" to proceed.
- Search for and select "ClickUp" as the action app.
- Choose an event under ClickUp to define the action the Zap will perform.
- Connect to ClickUp by selecting your Workspace, then click "Connect Workspace" to authorize access.
- Complete and customize the required fields for the ClickUp action, then click "Continue."
- Click "Test step" to confirm the ClickUp action works as expected.
- Click "Publish" to activate the integration and complete the Trello–ClickUp Zap.
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