Workflows

Configure ClickUp workflow actions to create and update tasks from Rootly incidents and action items, and map ClickUp events back to Rootly.

To use these workflow actions, you must first connect ClickUp to Rootly. See ClickUp Installation.

ClickUp organizes content in a hierarchy: Workspaces (Teams) → Spaces → Folders → Lists. When configuring workflow actions, select each level in order to narrow down the target list.

Outbound Actions (Rootly → ClickUp)

The actions in this section are used in Incident Workflows. They execute on changes to the Rootly incident or action item.

Create a ClickUp Task for Incident

Creates a new task in a ClickUp list, linked to the Rootly incident.

Field	Description	Required
Team	ClickUp workspace (Team) to use	Yes
Space	ClickUp space within the selected team	Yes
Folder	Folder within the selected space. Leave blank if the list is at the space level
List	ClickUp list where the task will be created	Yes
Title	Task title. Defaults to {{ incident.title }}. Supports Liquid	Yes
Description	Task description. Supports Liquid
Priority	Task priority. Auto mirrors the incident severity
Due Date	Task due date. Supports Liquid
Tags	Comma-separated tags to apply to the task
Custom Fields Mapping	JSON mapping ClickUp custom field IDs to values. Supports Liquid
Task Payload	Advanced JSON merged into the task creation request. Supports Liquid

Priority mapping (Auto)

Rootly Severity	ClickUp Priority
Critical	Urgent (1)
High	High (2)
Medium	Normal (3)
Low	Low (4)

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Create a ClickUp Subtask for Action Item

Creates a new task as a subtask of an existing ClickUp task, linked to a Rootly action item.

When a Create a ClickUp Task for Incident action runs, Rootly stores the resulting task ID on the incident record. Reference it in the Parent Task ID field using Liquid to nest this subtask under the incident task.

Field	Description	Required
Team	ClickUp workspace (Team) to use	Yes
Space	ClickUp space within the selected team	Yes
Folder	Folder within the selected space
List	ClickUp list where the subtask will be created	Yes
Parent Task ID	ID of the ClickUp task to nest this subtask under. Supports Liquid	Yes
Title	Subtask title. Supports Liquid	Yes
Description	Subtask description. Supports Liquid
Completion	Subtask completion. Auto mirrors the action item status	Yes
Due Date	Subtask due date. Supports Liquid
Tags	Comma-separated tags to apply
Custom Fields Mapping	JSON mapping ClickUp custom field IDs to values. Supports Liquid

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Update a ClickUp Task

Updates an existing ClickUp task linked to a Rootly incident.

Field	Description	Required
Task ID	ClickUp task ID to update. Supports Liquid	Yes
Title	Updated task title. Supports Liquid. Leave blank to keep existing
Description	Updated task description. Supports Liquid
Priority	Updated priority
Due Date	Updated due date. Supports Liquid
Tags	Updated tags
Custom Fields Mapping	Updated custom field values as JSON. Supports Liquid
Task Payload	Advanced JSON merged into the task update request. Supports Liquid

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Update a ClickUp Subtask

Updates an existing ClickUp subtask linked to a Rootly action item.

Field	Description	Required
Task ID	ClickUp subtask ID to update. Supports Liquid	Yes
Title	Updated subtask title. Supports Liquid
Description	Updated subtask description. Supports Liquid
Completion	Updated completion status. Auto mirrors the action item status	Yes
Due Date	Updated due date. Supports Liquid
Tags	Updated tags
Custom Fields Mapping	Updated custom field values as JSON. Supports Liquid

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Update a ClickUp Action Item

Updates a ClickUp task that represents a Rootly action item.

Field	Description	Required
Task ID	ClickUp task ID to update. Supports Liquid	Yes
Title	Updated title. Supports Liquid
Description	Updated description. Supports Liquid
Completion	Updated completion status. Auto mirrors the action item status	Yes
Due Date	Updated due date. Supports Liquid
Custom Fields Mapping	Updated custom field values as JSON. Supports Liquid

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Inbound Events (ClickUp → Rootly)

The actions in this section are used in Alert Workflows. They execute on update events sent from ClickUp via webhook.

When the integration is installed, Rootly registers a webhook with ClickUp to receive task events. The following events create alerts in Rootly:

ClickUp Event	Description
taskCreated	A new task was created
taskUpdated	A task field was changed
taskDeleted	A task was deleted

Each event creates a Rootly alert with the following labels:

Label	Source
task_id	ClickUp task ID
event	Event type (taskCreated, taskUpdated, taskDeleted)
field	The field that changed (for taskUpdated events)
username	The user who made the change
id	The history item ID (for taskUpdated events)

Update Action Item

Use an Alert Workflow with the Update Action Item action to sync ClickUp task changes back to Rootly action items.

Data Mapping Syntax

Use the following Liquid template in the Data Mapping field to map ClickUp task update fields to Rootly action item fields:

{
  {% if alert.data.history_items[0].field == 'name' %}
    "title": "{{ alert.data.history_items[0].after }}"
  {% endif %}

  {% if alert.data.history_items[0].field == 'status' %}
    {% if alert.data.history_items[0].after.status == 'complete' %}
      "status": "done"
    {% else %}
      "status": "open"
    {% endif %}
  {% endif %}

  {% if alert.data.history_items[0].field == 'priority' %}
    {% if alert.data.history_items[0].after == null %}
      "priority": "medium"
    {% elsif alert.data.history_items[0].after.priority == 'urgent' %}
      "priority": "high"
    {% elsif alert.data.history_items[0].after.priority == 'high' %}
      "priority": "high"
    {% elsif alert.data.history_items[0].after.priority == 'normal' %}
      "priority": "medium"
    {% else %}
      "priority": "low"
    {% endif %}
  {% endif %}

  {% if alert.data.history_items[0].field == 'due_date' %}
    {% if alert.data.history_items[0].after != null %}
      {% assign date = alert.data.history_items[0].after %}
      {% assign dateInSeconds = date | divided_by: 1000 %}
      "due_date": "{{ dateInSeconds | date: "%Y-%m-%d" }}"
    {% endif %}
  {% endif %}
}

ClickUp sends due dates as Unix timestamps in milliseconds. Divide by 1000 and apply the date filter to convert to a readable format.