ClickUp and Microsoft Teams automations

Ready-made scenarios where ClickUp and Microsoft Teams work for you: pick one — a copy appears in your account and runs on its own.

398 scenarios

Messages from Microsoft Teams become ClickUp tasks
Saved chat messages become tasks
New ClickUp tasks ping you in Microsoft Teams
Turn Microsoft Teams messages into ClickUp tasks
Work tasks copy into your personal Microsoft Teams
Chat messages turned into tasks
Tasks from one task manager, mirrored in the other
A journal in Microsoft Teams that saves to a table
Tasks sync into your other Microsoft Teams
Completed ClickUp tasks — posted to Microsoft Teams
Copy tasks from one Microsoft Teams to another
Personal tasks flow into the team ClickUp
Tasks from one Microsoft Teams mirrored in the other
Tasks copied into your second task manager
Personal ClickUp tasks flow into the team ClickUp
Tasks from one Microsoft Teams — copied into the other Microsoft Teams
Tasks from one ClickUp land on the other board
Move tasks from one Microsoft Teams to the one you actually use
Tasks from one Microsoft Teams appear in the other
Form responses into a sheet, with a heads-up to the team
Text from chat photos, straight into a sheet
Move tasks from Microsoft Teams to ClickUp
Expense tracking by chat messages
Incident alerts — to everyone, everywhere at once
Cutting a release with a chat command
Website leads to your messenger and a sheet
Website leads land in your list and in the team chat
An invoice in ClickUp from a Typeform submission
Store orders to a sheet with a chat notification
Image generation right inside Microsoft Teams
Affiliate events — into chat and into a table
Sort form feedback by sentiment
Scenario failure alerts — to your messenger, inbox and a log
A website lead: to the team chat, into a sheet, with an email to the client
Expense tracking from a receipt photo in Microsoft Teams — automated
A form request — a tracker task and a team alert
Failure alerts: a message in chat and a row in the log
Chat messages — into support tickets
High-priority tickets alert every channel at once
Client onboarding: folder, record and team alert, automatically
New store orders — to chat and a sheet
Store orders — straight into a sheet and your chat
Articles with a ready summary in your knowledge base
Capturing ideas into your knowledge base
An hourly rate history in your own sheet, plus messages to your messenger
Booking handling: table, mailing list, notification
Daily mention collection with a sentiment read
A weekly store sales total in a sheet
Ad copy and CTAs for a product — from a short form
Bug reports from a form — into repository issues with an alert
New deals routed automatically — to the team, table, and slides
Expense tracking with a message to your messenger
Business cards into a contact list — straight from a chat photo
Store buyers become newsletter subscribers automatically
Invoices from chat — straight into a table row
Website inquiries: sheet, alert and one-click reply
Meeting notes and action items in your knowledge base, minutes after the call
Instant alerts for urgent events from your apps
A landing-page lead — into CRM, a task and chat at once
CRM event alerts across channels — with a log
Sorting customer feedback by category with alerts
Priority for big-budget leads — straight to the CRM and a team signal
All work accounts for a new hire from one form
A short recap of a YouTube video — to your messenger
Auto-saving reels to storage, with a log and an alert
Daily stock trade ideas, generated automatically
Business cards into a contact sheet — one photo to your messenger
Meeting notes turned into tasks and a summary
Lead scoring and routing: hot leads straight to sales
Study flashcards for words — from one message
Images from an idea in your messenger — AI polishes the prompt
Automatic bug triage: priority, ticket, team alert
Urgent tasks that don't stall
Unpaid-invoice control: task and email — on their own
Lead capture with a multi-step form
Workout journal with AI analysis
The day's economic calendar — the big events to your messenger, everything to a sheet
A task and an alert on every deal move in your CRM
Contract risk review from a PDF, logged and alerted
Early churn-risk detection from Zendesk tickets
New bugs — straight to the right team
Appointment approvals in one tap, with the client's email written for you
Panic button: an instant alert with your location
Sorting support requests by urgency
A morning task plan from ClickUp to Microsoft Teams
Check suspicious links straight from your messenger
Win back leads after missed calls
Quote requests handled — from form to client reply
Support email triage: category, priority, a ticket and alerts for the critical ones
Onboarding a hire from a form: chats, a task and access
Knowledge-base freshness monitoring — overdue articles come to you
Site speed under watch — with history and alerts
Daily duplicate-customer detection in your payment system
Support & lead-capture chat assistant
Incoming messages routed to the right team
Image posts from X — into your channel on their own
Fresh remote jobs in Microsoft Teams and a sheet
One article — posts for every platform, automatically
Score inbound leads against your own ideal-client profile
Company market caps from the market — as a chart in your messenger