ChatMaxima + ClickUp

Turn Customer Conversations into ClickUp Tasks

Escalate bugs, feature requests and support issues from WhatsApp, Instagram and website chat straight into the right ClickUp List, with the full chat history attached and no copy and paste.

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  • Connect with ClickUp OAuth
  • Route by issue type
  • Chat history in every task
  • 7-day free trial
Why Connect ClickUp

Customer issues get lost between the chat and your task board

When a customer reports a problem in chat, someone has to copy the details into ClickUp, pick the right List and remember to follow up. Details get dropped, issues land with the wrong team and customers wait longer than they should.

What You Can Automate

What teams do with ChatMaxima and ClickUp

Bug Escalation

When the bot or AI agent decides a message is a technical issue, it creates a ClickUp task for your engineering List with the customer details and the conversation so far.

Route by Issue Type

Map issue types such as billing, bug or feature request to different ClickUp Lists. Anything that matches no rule goes to your default List.

Feature Request Capture

Collect feature requests in chat and file them as tasks in your product backlog, tagged so your product team can sort and prioritise them.

Support Follow-ups

Create a task with a priority, status and assignee whenever a conversation needs a follow-up, so nothing depends on someone remembering.

Share the Task Link

The block saves the new task id and URL in variables, so the bot can confirm to the customer that their issue is logged, or post the link to your team.

Full Context for Your Team

Add the {sys_current_conversation} variable to the task description and your team sees exactly what the customer said, without opening the inbox.

Inside the Block

What the Create ClickUp Task block sets up

Pick everything from your real ClickUp Workspace in the block settings. Titles and descriptions accept {variables} collected earlier in the flow.

Workspace and default List
Choose the ClickUp Workspace and the List that receives tasks when no routing rule matches.
Routing rules
Read an issue-type variable filled by an earlier AI or condition block and send each value to its own List.
Title and description
Build the task text from variables such as {name}, {email} and the full conversation transcript.
Priority, status, assignee, tags
Set the task priority and status, assign a team member and add tags.
Saved outputs
Store the created task id and task URL in variables for later blocks.
How It Works

Connect ClickUp in 4 steps

1

Connect ClickUp

In ChatMaxima, open Integrations, choose ClickUp and authorize your ClickUp account.

2

Add the block

In ChatMaxima Studio, drag the Create ClickUp Task block into your flow where an issue should be escalated.

3

Set routing and fields

Pick your Workspace, routing rules and default List, then write the title and description with variables.

4

Test and publish

Run the block in the Playground, check the task in ClickUp, then publish your bot.

Watch the setup video How to add the ClickUp integration in ChatMaxima
Why ChatMaxima

More than a ClickUp connection

The ClickUp connection is one part of ChatMaxima. The same bot, inbox and AI agent work across every channel your customers use.

  • One bot for WhatsApp, Instagram, Messenger, Telegram and your website chat
  • No-code visual builder in ChatMaxima Studio
  • AI agent trained on your own knowledge base
  • Shared team inbox with human handover
  • Test the ClickUp block in the Playground and review every run in Executions
  • Free onboarding assistance from our team

Works well with

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Send every customer issue to the right ClickUp List

Start your 7-day free trial today, with free onboarding help from our team.

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FAQs Answered

Questions about the ChatMaxima ClickUp integration

It adds a Create ClickUp Task block to ChatMaxima Studio. When a conversation reaches the block, ChatMaxima creates a task in your ClickUp Workspace with the title, description, priority, status, assignee and tags you configured.

Yes. Set an issue-type variable earlier in the flow, for example with an AI or condition block, then add routing rules that send each value to its own List. Unmatched values go to the default List.

Yes. The block saves the new task id and task URL in variables, so the next block can confirm the request to the customer or share the link with your team.

Yes. The block has a Playground tab that creates a test task, and an Executions tab that lists every real run with its request and response.

Open Integrations in ChatMaxima, choose ClickUp and sign in. You are redirected to ClickUp to authorize ChatMaxima, and no API key needs to be copied.

Yes. Add the {sys_current_conversation} variable to the task description and the conversation history is written into the task.

Any channel your ChatMaxima bot runs on, including WhatsApp, Instagram, Facebook Messenger, Telegram and your website chat widget.

No. Everything is set in the block settings in ChatMaxima Studio, and your Workspace, Lists and members are picked from dropdowns.