Integrate ClickUp Notifications

Overview

You can integrate ClickUp notifications to automatically create ClickUp tasks based on file transfer status changes.

After the integration is complete, a new task is automatically created in the designated ClickUp list whenever a selected event occurs, such as Started, Completed, or Failed.

The setup consists of the following steps:

① Generate a Personal API Token → ② Find the Target List ID → ③ Configure notification settings in the product

Prerequisites

Before you begin, verify the following.

Generate a Personal API Token

To create ClickUp tasks, you must generate a Personal API Token.

Step 1. Open the Apps Settings

Click your profile avatar in the upper-right corner, then go to Settings.

Select Apps from the left menu.

Step 2. Generate a Personal API Token

Under API Token, click Generate.

If you already have a token, select Regenerate to create a new one.

The generated Personal API Token begins with pk_ and does not expire by default.

This token uses the same permissions as the account that generated it, so it should be treated like a password and must not be exposed externally.

If the token is compromised, you can invalidate the existing token by selecting Regenerate.

Verification

• ✔ A Personal API Token has been generated.
• ✔ The token has been copied and stored securely.

Find the Target List ID

Find the List ID of the target list where tasks will be created.

Step 1. Find the List ID

Right-click the target list in the sidebar, then select Copy link.

The number following /l/ or /li/ in the copied URL is the List ID.

You can also find the same value in the browser address bar while the target list is open.

Verification

• ✔ The List ID of the target list has been identified.

Configure ClickUp Notifications

Enter the generated Personal API Token and List ID in the product's notification settings.

Open the Notifications settings window.

The following screen is displayed.

Step 1. Enter the Personal API Token

In the Personal API Token field, enter the token generated in the "Generate a Personal API Token" section.

Step 2. Enter the List ID

In the List ID field, enter the List ID identified in the "Find the Target List ID" section.

Step 3. Select Notification Events

In the Events section, select the events for which you want to receive notifications.

You can select multiple events. ClickUp tasks are created only when the selected events occur.

Step 4. Save the Settings

After completing the configuration, click Add to save the integration.

Verification

• ✔ The Personal API Token has been entered.
• ✔ The List ID has been entered.
• ✔ The notification events have been selected.

Verify the Integration

Verify that the integration works correctly.

Step 1. Trigger a Test Event

Start an actual transfer or trigger one of the selected events.

Step 2. Check the ClickUp List

Verify that a new task has been created in the designated ClickUp list.

Verification

• ✔ A new task has been created in the ClickUp list.
• ✔ The event has been recorded correctly.

Setup Complete

After saving the settings, the integration is applied.

From this point on, whenever one of the selected events occurs, a task is automatically created in the designated ClickUp list.

Troubleshooting

If tasks are not created, check the following.