Dex + ClickUp Integrations
Put Dex + ClickUp to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Dex and ClickUp
See the kind of workflows teams build with Dex and ClickUp below — describe the exact one you want above and the Agent builds it on demand.
Dex + ClickUp
When a new task or follow-up is logged in Dex, create a matching task in ClickUp.
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Generate project tasks when deals are won
When a deal is won in Dex, automatically create a project task in ClickUp to kick off client onboarding.
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Log activity in CRM when task comments are added
When a comment is added to a client task in ClickUp, automatically log the activity in Dex on the customer record.
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Browse the full workflow library →
Looking to achieve something else with Dex and ClickUp?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Dex and ClickUp
Everything Dex and ClickUp can do inside a workflow — the triggers that start one and the actions that run when it fires.
Dex Explore Dex →
Dex is a personal network relationship manager designed to help individuals organize contacts, set reminders, and maintain professional connections.
ActionsAdds one or more contacts to a group in Dex.
Creates a new group in Dex.
Creates a Reminder in Dex
Creates a new tag in Dex.
Creates a Note in Dex
Deletes a contact from Dex.
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.
TriggersTriggers when a new message is posted to a specific channel you choose.
Triggers when a reaction (emoji) is added to a message in a public channel.
Triggers when a new Comment is added to a Task in ClickUp.
Triggers when new folders are created.
Triggers when new lists are created.
Triggers when tasks are added.
Archive or delete ClickUp task
Add a checklist to a task
Send a direct message to a user or yourself.
Post a message to a specific channel you choose.
Create new document in the specific location
Create new page in the specific document
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Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
1st things 1st
1st things 1st is prioritization software designed to help teams analyze, rank, and organize project goals and tasks.
Accelo
Accelo is a cloud service operations platform designed to automate client work, retainers, and business management workflows.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
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adam.ai
A meeting intelligence platform that helps teams organize meeting agendas, record key decisions, and manage actionable project tasks.
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Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Dex + ClickUp
Is there a pre-built Dex + ClickUp automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Dex and ClickUp's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Dex or ClickUp connector?
No. The Agent works whether or not Dex or ClickUp already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting ClickUp and Dex help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in Dex automatically spin up project tasks?
Yes, when a deal is won or changes stages in Dex, you can instantly create initial project tasks in ClickUp.