Connect First AI Employee to ClickUp.

Tasks2 routesRoute facts checked August 28, 2026

This page shows every cataloged route for this app and marks the most capable working path. The recommended route is serving now after you authorize your own account.

You authorize and keep control of the provider account. No page view means an account is connected.

Recommended route

Dashboard-managed connection

When a completed call needs follow-up, First AI Employee creates one task with the caller and call summary. This is a one-way completed-call workflow. It does not make broader changes in the provider account, and authorization remains on your own account.

Every available route

More than one route is shown when it adds a real capability or gives you a customer-owned alternative. Recommended means most capable today, not already connected.

Managed

Dashboard-managed connection

Serving now

Recommended route

What it does

When a completed call needs follow-up, First AI Employee creates one task with the caller and call summary.

Before you start

Connect ClickUp, then choose the workspace, space, and list for follow-up tasks.

What it does not do

This is a one-way completed-call workflow. It does not make broader changes in the provider account, and authorization remains on your own account.

Set it up

Sign in to First AI Employee and open Integrations.
Choose ClickUp, then approve access in the provider’s own authorization screen.
Connect ClickUp, then choose the workspace, space, and list for follow-up tasks.
Save the destination. Complete one non-production call and confirm the expected record in the provider.

n8n Cloud

Downloadable n8n Cloud workflow starter

Customer setup required

What it does

A completed call runs Create task in ClickUp after you configure and enable the destination node.

Before you start

Access token or OAuth2. Authorize ClickUp and choose the team, space, folder, and list.

What it does not do

This route receives completed calls only. The synthetic dashboard test stops before the destination, so it proves transport but not the provider write. Event-ID replay memory is bounded best effort, and one n8n webhook URL is stored per tenant.

Set it up

Download the app-specific starter from Integrations in your First AI Employee dashboard and import it into n8n Cloud.
Authorize ClickUp, choose the customer-owned resource, and complete this requirement: Authorize ClickUp and choose the team, space, folder, and list.
Configure and enable the destination node, then activate the workflow.
Copy the production /webhook/ URL into the dashboard automation connection. Test URLs and self-hosted n8n hosts are rejected.
Send the dashboard transport test, then run a real non-production completed call and confirm the destination record yourself.

Provider documentation

Set it up: Dashboard-managed connection

Connect ClickUp, then choose the workspace, space, and list for follow-up tasks.

Choose ClickUp, then approve access in the provider’s own authorization screen.

Connect ClickUp, then choose the workspace, space, and list for follow-up tasks.

Save the destination. Complete one non-production call and confirm the expected record in the provider.

Verify the complete result

Complete one non-production call and confirm create follow-up task happened once.

Account ownership and data boundaries

The route sends only the event fields needed for the action you configure. Provider credentials stay in the approved connection or are sealed by First AI Employee where the guide explicitly says so.

Your provider and automation accounts remain yours.
A successful transport test is not the same as a verified provider write.
The pages never claim a native or two-way sync unless that exact capability exists.

Ready to connect it?

Use the dashboard to authorize your account, select the customer-owned destination, and test the complete downstream result.

Open Integrations in your dashboard Browse all app guides