How to create a ClickUp task from a Zendesk ticket
By Jake Marsh · Updated
To create a ClickUp task from a Zendesk ticket, install Hitchwell, open a saved ticket and click Create task in the sidebar. Pick the space and list, enter a task name, choose assignees, priority, due date and the list's custom fields, tick the ticket comments to include, then click Review and Create task. Hitchwell links the task to the ticket and adds an internal note.
Before you start
Hitchwell needs a ClickUp API token in its settings (see how to get a ClickUp API token for Zendesk). The ClickUp user behind that token must be a member of the list you want to file in, because the task is created as that user. Your Zendesk role must be allowed to take actions, and Allow creating tasks must be on.
The ticket has to be saved. On a new, unsaved ticket the sidebar says "Open a saved ticket to create a task from it."
Steps
- Open the ticket and find Hitchwell in the sidebar under "ClickUp tasks on this ticket".
- Click Create task. The "Create a ClickUp task" form opens. If your admin set a Default list, it starts there.
- Pick the list. Choose the Space, then the List, grouped by folder.
- Name the task. Task name is required and can be up to 1,000 characters.
- Set the details. Choose Assignees from the list's members, a Priority (Urgent, High, Normal, Low or None), a Due date, and any of the list's custom fields.
- Choose what goes in. "The ticket link is always included." Add a Summary for the task (optional), tick the Ticket comments to include, and tick Links to the chosen comments' attachments if the team needs them. Tick The requester's name and email only when the task really needs it.
- Click Review. Hitchwell shows exactly what will be sent and checks required fields. Click Edit to change anything.
- Click Create task. Nothing reaches ClickUp before this click.
What lands where
| Where | What you get |
|---|---|
| ClickUp task | Your name, assignees, priority, due date and custom fields, plus a description with the ticket link, your summary, the chosen comments and a line "Created by |
| Zendesk ticket | The task appears in the sidebar as linked, an internal note records it, and the hitchwell_linked tag is added. |
| Later | A linked task shows its live status, assignees, due date and priority every time the sidebar opens. |
Custom fields Hitchwell can fill in
| Filled in from Zendesk | Set in ClickUp instead |
|---|---|
| Dropdown, labels, short and long text, number, money, date, checkbox, email, website, phone, rating | People, relationships, formulas, attachments, locations, progress |
If a list requires one of the fields in the right column, Hitchwell can't create tasks in it until that field is made optional in ClickUp. The form names the field that blocks it.
Add a subtask or link an existing task
- Subtask: open a task already linked to the ticket and click Add a subtask. It goes in the same list as its parent.
- Existing task: click Link existing task and paste a task link (
https://app.clickup.com/t/...), a task id, or a custom id like DEV-123. Hitchwell shows the task before you confirm. Tick Also post a comment with this ticket's link on the task so the ClickUp side can find the ticket.
A ticket can hold up to 20 linked tasks.
Errors you might see
| Message | What to do |
|---|---|
| "Creating tasks is turned off for you." | An admin turns it on, or adds your role to Who may take actions. |
| "This list requires ..." | A required custom field is a type Hitchwell doesn't fill in. Make it optional in ClickUp or pick another list. |
| "No answer from ClickUp ..." | Hitchwell reads the list again and tells you whether the task was created, so you never create it twice. |
What it costs
Hitchwell is $110 a month per Zendesk account for up to 12 agents and admins (Team), or $9 per agent per month for 13 or more (Scale). Every feature is on both plans. There's a 14-day free trial, and Zendesk bills monthly. Every setting is in the Hitchwell documentation.
Hitchwell
ClickUp tasks from tickets: create or link tasks, and see live status and comments on the ticket. From $110 a month per Zendesk account.
Questions
Can every new ticket become a ClickUp task automatically?
Not with Hitchwell. It's for the tickets an agent decides need a task: the agent picks the list and what goes in, and the task stays linked to the ticket with its status.
Can I pick a different list for each customer?
Yes. The form lists every space and list the token's user can see, grouped by folder. The default list is only a starting point.
Does the requester's email go to ClickUp?
Only if the agent ticks "The requester's name and email". It's off by default unless an admin turns on Include the requester by default.
Can I create a task from a ticket that isn't saved yet?
No. Save the ticket first. The link to the task is stored on the ticket itself.