ClickUp + WorkflowMax Integrations

See the kind of workflows teams build with ClickUp and WorkflowMax below — describe the exact one you want above and the Agent builds it on demand.

ClickUp + WorkflowMax When a job cost is added in WorkflowMax, record the expense entry in ClickUp.

Mirror new tasks across team workspaces When a task is created in ClickUp, automatically create a corresponding task in WorkflowMax so external partners stay informed. See details

Cross-post comments between project boards When a comment is added in WorkflowMax, automatically post the same comment to the linked task in ClickUp. See details

Complete partner tasks when main tasks finish When a task is marked completed in ClickUp, automatically update the status of the related task in WorkflowMax. See details

Browse the full workflow library →

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Triggers & actions for ClickUp and WorkflowMax

Everything ClickUp and WorkflowMax can do inside a workflow — the triggers that start one and the actions that run when it fires.

ClickUp Explore ClickUp →

ClickUp is an all-in-one productivity platform that combines task management, document editing, goal tracking, and project planning in one interface.

Knit's Integrations Agent builds ClickUp's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against ClickUp's API.

WorkflowMax Explore WorkflowMax →

A project management software tool that handles job costing, time tracking, invoicing, and reporting for service businesses.

Triggers

Job Category Created

Triggers when a job category is created in job settings.

Job Cost Added

Triggers when a cost is added to a job.

Job Document Added

Triggers when a document is added to a job.

Job Task Added

Triggers when a task is added to a job.

Job Task Completed

Triggers when a job task is completed.

Job Updated

Triggers when a job is updated.

Actions

Create Client

Creates a new client.

Create Cost Admin

Creates a cost in cost admin.

Create Job

Creates a new job.

Create Job Cost

Creates a cost on a job using either the job number or the job uuid.

Create Job Task

Creates a task on a job using either the job number or the job uuid.

Create Lead

Creates a new lead.

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