ClickUp integration
Give Fin visibility into ClickUp tasks and project progress
Overview
Configure a Data connector to expose ClickUp data to Fin (tasks, projects, and workspaces), enabling accurate updates on project status and internal workflow progress.
On Intercom, you set up the ClickUp connection in the same workspace as your Helpdesk inbox, tickets, and reporting, and Fin hands off to your team there with the full conversation.
What you can do
- Expose ClickUp tasks, subtasks, and project data to Fin via Data connector
- Let Fin reference task status and custom field values in answers
- Answer project status queries with live ClickUp data
- Use ClickUp data in Fin conversations, Workflows, and Procedures
- Requires JWT or email OTP user authentication for live use in production
How it works
Go to Fin AI Agent → Train → Tasks → Manage Data connectors and create a custom connector for ClickUp, or start from an AI recommendation.
Set up the API call to your ClickUp system. Configure request parameters, authentication (token-based or OAuth), and map the response fields Fin should use.
Data connectors require JWT or email OTP user authentication to go live. Connectors can only be fully tested in production, not in test workspaces.
Configure
Works with Fin through an API Data connector, supporting both read and write operations. Fin can fetch data to personalize answers and execute actions like processing refunds, updating accounts, or modifying subscriptions in connected systems.
Read the full setup documentation →
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