˙˙SmartOffice ClickUp Integration - Quick Connect - Zapier
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    Connect SmartOffice and ClickUp to power AI-driven automation

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    How Zapier works

    Zapier makes it easy to integrate SmartOffice with ClickUp - no code necessary. See how you can get setup in minutes.

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    Help
    SmartOffice logo
    SmartOffice
    SmartOffice logo
    SmartOffice
    1. Choose trigger event
    ClickUp logo
    ClickUp
    ClickUp logo
    ClickUp
    2. Choose action
    SmartOffice logo
    1. Select the event
    Setup
    Test
    SmartOffice logo
    SmartOffice
    Choose a trigger event

    Choose a trigger

    A trigger is the event that starts your Zap—like a "New Contact" from SmartOffice.

    Add your action

    An action happens after the trigger—such as "Archive or Delete Task" in ClickUp.

    You’re connected!

    Zapier seamlessly connects SmartOffice and ClickUp, automating your workflow.

    Supported triggers and actions

    Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • SmartOffice triggers, actions, and search
      New Contact

      Triggers when a contact is created in SmartOffice.

      Trigger
      Instant
      Try It
      • Subject
        Required
      • Description
      • Location
      • Keywords
      • Start Time
        Required
      • End Time
        Required
      • Primary Contact E-mail
      • Participant E-mail
      • Type
      • Sub-Type
      • Task
      • All day
      • Priority
      • Status
      • Custom Fields
      Action
      Write
      • Last Name
        Required
      • First Name
      • Middle Name
      • Title
      • Greeting
      • Source
      • Sub-Source
      • Birth Date
      • Preferred Communication
      • Gender
      • Marital Status
      • # of Children
      • E-Mail Type
      • E-Mail
      • Nationality
      • Agent Status
      • Primary Language
      • Tobacco Use
      • Driver License #
      • Driver License State
      • Driver License Expiration Date
      • Salary
      • SS # (Social Security Number)
      • Tax
      • Total Income
      • Net Worth
      • Job Title
      • Occupation
      • Address Type
      • Line 1
      • Line 2
      • City
      • State
      • ZIP/Postal Code
      • Country
      • Phone Type
      • Full Phone Number
      • Contact Type
      • Last Name (Key Relation)
      • First Name (Key Relation)
      • Middle Name (Key Relation)
      • Gender (Key Relation)
      • Marital Status (Key Relation)
      • E-mail Type (Key Relation)
      • E-mail (Key Relation)
      • Line 1 (Key Relation)
      • Line 2 (Key Relation)
      • City (Key Relation)
      • State (Key Relation)
      • Country (Key Relation)
      • ZIP/Postal Code (Key Relation)
      • Phone Type (Key Relation)
      • Full Phone Number (Key Relation)
      • Relationship
      • Set Name
      • Type
      • Sub-Type
      • Custom Fields
      Action
      Write
      • Lead Type
        Required
      • Stage
        Required
      • Status
        Required
      • Campaign Name
      • Last Name
        Required
      • First Name
      • Middle Name
      • Suffix
      • Greeting
      • Title
      • Gender
      • Employer
      • Job Title
      • Source
      • Sub-Source
      • Birth Date
      • Age
      • Tobacco Use
      • Phone Type
      • Full Phone Number
      • E-mail Type
      • E-mail
      • Address Type
      • Line 1
      • Line 2
      • City
      • State
      • ZIP/Postal Code
      • Country
      • Remarks
      • SS#/Tax ID
      • Potential
      • Score
      • Leads Follow-up
      • Language
      • Action
      • Marital Status
      • Occupation
      • Salary
      • Tax
      • Distribution Type
      • Priority
      • Qualified
      • Custom Fields
      Action
      Write
    • SmartOffice triggers, actions, and search
      Update Contact

      Triggers when a contact is updated in SmartOffice.

      Trigger
      Instant
      Try It
      • Business Name
        Required
      • Abbreviation
      • Source
      • Sub-Source
      • E-mail Type
      • E-mail
      • Address Type
      • Line 1
      • Line 2
      • City
      • State
      • ZIP/Postal Code
      • Country
      • Phone Type
      • Full Phone Number
      • Last Name (Primary Contact)
      • First Name (Primary Contact)
      • Middle Name (Primary Contact)
      • E-mail Type (Primary Contact)
      • E-mail (Primary Contact)
      • Line 1 (Primary Contact)
      • Line 2 (Primary Contact)
      • City (Primary Contact)
      • State (Primary Contact)
      • Country (Primary Contact)
      • ZIP/Postal Code (Primary Contact)
      • Phone Type (Primary Contact)
      • Phone (Primary Contact)
      • Role (Primary Contact)
      • Type
      • Sub-Type
      • DBA
      • # of Employees
      • Revenue
      • Established On
      • Tax
      • Fiscal Year
      • Segment
      • SIC
      • County
      • Industry
      • Business Class
      • Income
      Action
      Write
      • Description
        Required
      • Keyword
      • Category
      • Post URL Only
      • URL
      • MIME Type
      • Contact E-mail
      • Private
      • Advice
      Action
      Write
      • Notes
        Required
      • Memo Date
      • Keywords
      • Contact E-mail
        Required
      Action
      Write

    For AI agents & developers

    Use SmartOffice and ClickUp with AI agents and code

    Beyond Zap workflows. Call SmartOffice and ClickUp actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

    No code

    Connect via Zapier MCP

    Expose SmartOffice and ClickUp actions as tools in any MCP client. Authenticate once, then call them in natural language.

    Example actions on this page

    • Add Activity
    • Archive or Delete Task

    Works with

    Claude · ChatGPT · Cursor · any MCP-compatible client

    Connect Zapier MCP
    Typescript

    Call from code with the Zapier SDK

    Trigger SmartOffice and ClickUp actions from backend services, scripts, or agent code.

    Install

    # TypeScript / Node
npm install @zapier/zapier-sdk

    Run an action

    import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* smartoffice / clickup action */ });
    Run the SDK docs

    There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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    Customers who say using Zapier has made them better at their job

    25m

    Customers have created over 25 million Zaps on the platform

    6 mins

    The average user takes less than 6 minutes to set up a Zap

    Connect SmartOffice and ClickUp to integrate crucial parts of your business

    With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

    Automate your lead management and improve conversions

    With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
    An illustration representing how to automate lead management with Zapier.

    Create more impactful campaigns with automation

    Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
    An illustration representing how to measure campaign impact with Zapier.

    Provide world-class support with a little help from automation

    Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
    An illustration representing how to automate customer support with Zapier.

    Automate your way to actionable, up-to-date data

    The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
    An illustration representing how to move and manage data with Zapier.

    Resolve incidents faster with automation

    Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
    An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

    Learn how to automate ClickUp on the Zapier blog

    Make work flow with AI

    Level up your SmartOffice to ClickUp integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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    About SmartOffice
    SmartOffice is a CRM solution that helps insurance agents and financial advisors manage and better understand their new and existing clients.
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    About ClickUp
    ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
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