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ClickUp Integration

The ClickUp service automates task creation for leads, onboarding, and ongoing client work. Implementation lives in reformer-platform/services/clickup-service.js.

Configuration​

Set environment variables in Render and GitHub secrets (already in CHECK-CLICKUP-ENV-VARS.md):

CLICKUP_API_KEY=pk_...
CLICKUP_WORKSPACE_ID=9017263897
CLICKUP_SALES_SPACE_ID=90171436100
CLICKUP_CLIENTS_SPACE_ID=90171436125
CLICKUP_PLATFORM_SPACE_ID=90171436129
CLICKUP_LEADS_LIST_ID=901705974477
CLICKUP_FOLLOWUPS_LIST_ID=901705974488
CLICKUP_PROPOSALS_LIST_ID=901705974503
CLICKUP_BUGS_LIST_ID=901705974520
CLICKUP_FEATURES_LIST_ID=901705974536
CLICKUP_DEVOPS_LIST_ID=901705974542

Verify with:

curl -H "Authorization: $CLICKUP_API_KEY" https://api.clickup.com/api/v2/user

Scripts​

  • npm run node scripts/setup-clickup-docs.js – Ensures “Platform Docs Hub” list + tasks exist.
  • scripts/update-bugs-working.js – Example of closing/updating bug tasks.
  • Other exploratory scripts in scripts/check-clickup-*.js.

Automation Flow​

createClientProject({ accountName, contactEmail }) orchestrates project setup:

  1. Create folder in CLICKUP_CLIENTS_SPACE_ID.
  2. Create lists: Onboarding, Webflow Project Creation, Monthly Maintenance.
  3. Populate each with standard tasks.

Standard Tasks​

  • Onboarding: Dropbox setup, kickoff scheduling, asset collection.
  • Webflow Project: Clone template, configure DNS, add content, set up webhooks (points to https://reformer-platform.onrender.com/webhooks/webflow/form/[secret]).
  • Maintenance: Recurring monthly check-in, analytics review, content updates, technical maintenance.

Lead & Follow-Up​

  • createLeadTask: Adds new leads to CLICKUP_LEADS_LIST_ID with tags for source/account.
  • createFollowUpTask: Adds follow-ups to CLICKUP_FOLLOWUPS_LIST_ID with due dates (default 2 days).

Bug Management​

  • createBugTicket: Posts bugs to CLICKUP_BUGS_LIST_ID with severity-tagged priorities.
  • updateTaskStatus / closeBugTicket: Status updates and closure steps.
  • getAllBugTickets: Utility for analytics/reporting.

Operational Notes​

  • Run setup-clickup-docs.js once whenever new docs tasks need to be added.
  • Ensure ClickUp API key is rotated/tested regularly; scripts warn if CLICKUP_API_KEY missing.
  • For onboarding, check ClickUp Platform Docs Hub list to confirm tasks were generated automatically.

Track future enhancements/questions inside ClickUp itself (features/devops lists). Update this page as new automation paths ship (e.g., SmartDocs, ClickUp AI workflows).***