How to Create ClickUp Tasks from Slack with Pipedream

Workflows > New

Create new Pipedream workflow

Go to pipedream.com and click Workflows in the left sidebar. Click the green New button in the top right corner. You'll see a blank workflow canvas with a trigger section at the top.

1. 1Click 'Workflows' in the left navigation
2. 2Click the green 'New' button
3. 3Select 'Start with a trigger'

Trigger > Apps > Slack > New Reaction Added

Add Slack reaction trigger

Click the trigger area and search for 'Slack'. Select the Slack app, then choose 'New Reaction Added' from the trigger list. This webhook fires instantly when someone reacts to any message in your workspace.

1. 1Click the trigger section
2. 2Type 'Slack' in the app search
3. 3Select 'Slack' from results
4. 4Choose 'New Reaction Added' trigger

Trigger > Connect Account

Connect your Slack account

Click 'Connect Account' and authorize Pipedream to access your Slack workspace. You need admin permissions or the workspace owner must install the Pipedream app. Choose the workspace if you're in multiple Slack orgs.

1. 1Click 'Connect Account' button
2. 2Select your Slack workspace
3. 3Click 'Allow' to grant permissions
4. 4Return to Pipedream

Trigger > Generate Test Event

Test the Slack trigger

Click 'Generate Test Event' to see sample reaction data. If no recent reactions exist, go react to any message in your Slack with any emoji, then click 'Generate Test Event' again. You'll see the message content, reaction emoji, and user info.

1. 1Click 'Generate Test Event' button
2. 2React to a Slack message with any emoji
3. 3Click 'Generate Test Event' again
4. 4Review the sample data

Steps > + > Filter

Add emoji filter step

Click the + button below the trigger to add a filter step. Search for 'Filter' and select the built-in Filter component. Set the condition to only proceed when the reaction emoji equals your chosen emoji (like 'memo' for 📝).

1. 1Click the + button below trigger
2. 2Type 'Filter' and select it
3. 3Set condition to 'steps.trigger.event.reaction'
4. 4Choose 'equals' operator
5. 5Enter your emoji name like 'memo'

Steps > + > ClickUp > Create Task

Add ClickUp connection step

Add another step and search for ClickUp. Select the ClickUp app, then choose 'Create Task' action. This will create a new task in your specified ClickUp space and list.

1. 1Click + to add another step
2. 2Search for 'ClickUp'
3. 3Select ClickUp app
4. 4Choose 'Create Task' action

ClickUp Step > Connect Account

Connect ClickUp account

Click 'Connect Account' and log into ClickUp. Generate an API key from ClickUp Settings > Apps > API Keys if prompted. Copy the key and paste it into Pipedream's connection form.

1. 1Click 'Connect Account'
2. 2Go to ClickUp Settings > Apps
3. 3Click 'Generate' under API Keys
4. 4Copy the API key
5. 5Paste into Pipedream connection

ClickUp Step > Configuration

Configure task creation fields

Select your target Space and List from the dropdowns. Set the task name to reference the Slack user and channel. Map the message text to the task description field. Add the original Slack message URL in a custom field if needed.

1. 1Select your ClickUp Space
2. 2Choose the target List
3. 3Set name to include user and channel
4. 4Map message text to description
5. 5Add Slack permalink if desired

Steps > + > Node.js > Code

Add duplicate prevention

Add a Node.js code step before ClickUp to check for existing tasks with the same Slack permalink. Use ClickUp's search API to avoid creating duplicate tasks when multiple people react to the same message.

1. 1Add Node.js code step before ClickUp
2. 2Import ClickUp SDK or use fetch
3. 3Search for tasks with Slack URL
4. 4Return early if duplicate found
5. 5Continue to ClickUp if unique

Workflow > Deploy

Test the complete workflow

Click 'Deploy' to activate the workflow. Go to Slack and react to a message with your chosen emoji. Check ClickUp to verify the task was created with correct title, description, and assignee information.

1. 1Click 'Deploy' in top right
2. 2Go to your Slack workspace
3. 3React to a message with your emoji
4. 4Check ClickUp for the new task
5. 5Verify all fields populated correctly

This Node.js code prevents duplicate tasks when multiple people react to popular messages. Paste it in a code step before the ClickUp action to search for existing tasks with the same Slack URL.

export default defineComponent({
  async run({ steps, $ }) {
    const slackUrl = steps.trigger.event.item.message.permalink

export default defineComponent({
  async run({ steps, $ }) {
    const slackUrl = steps.trigger.event.item.message.permalink
    const listId = '123456789' // Your ClickUp List ID
    
    const searchResponse = await $.send.http({
      method: 'GET',
      url: `https://api.clickup.com/api/v2/list/${listId}/task`,
      headers: {
        'Authorization': steps.clickup.$auth.api_token,
        'Content-Type': 'application/json'
      },
      params: {
        custom_fields: JSON.stringify([{
          field_id: 'slack_url_field_id',
          operator: '=',
          value: slackUrl
        }])
      }
    })
    
    if (searchResponse.body.tasks.length > 0) {
      console.log('Task already exists for this message')
      return $.flow.exit('Duplicate task prevented')
    }
    
    return {
      proceed: true,
      slack_url: slackUrl,
      message_text: steps.trigger.event.item.message.text
    }
  }
})