Automate ClickUp with Microsoft Outlook

Unlock the superpowers of ClickUp + Microsoft Outlook and automate your tasks without having to write a single line of code.

ClickUp and Microsoft Outlook
your way

Check out the available triggers and actions in the automation of apps ClickUp + Microsoft Outlook

ClickUp-modal-icon

Created task

For each created task on ClickUp

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

ClickUp-icon

Created task

For each created task on ClickUp

Trigger

Information from ClickUp that can be used and sent to other apps.

Task Name

End date

Description

Initial date

Task creator

List name

Task URL

ID of those responsible separated by comma

Responsible persons separated by comma

Email of those responsible separated by comma

Color of those responsible separated by comma

Initials of those responsible for the task

Task ID

Task creation date

Task Status

Task priority

Task folder name

Tags

Project name

Update date

Estimated task time

Time spent on task

Task creator email

List ID

Task 'parent' task

Checklists

Space ID

Project ID

Task end date

Task points

Task creator ID

I give status

Linked tasks

Folder ID

Orderindex

Name of attachments separated by comma

Comma-separated attachment link

Name and link of attachments separated by comma

Microsoft Outlook-modal-icon

New email with attachment(s)

For every new email with attachment(s) received in Microsoft Outlook

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Microsoft Outlook-icon

New email with attachment(s)

For every new email with attachment(s) received in Microsoft Outlook

Trigger Premium

Information from Microsoft Outlook that can be used and sent to other apps.

ID

Creation date

Receipt date

Sent date

Subject

Email preview

Email link

Content

Content (Text withou HTML)

Sender's name

Sender's email

Recipients' names

Recipients' emails

Names and Emails of the recipients

CC recipients' names

CC recipients' emails

CC recipients' names and emails

BCC recipients' names

BCC recipients' emails

BCC recipients' names and emails

Link to single file or zipped files

Name of the file that contains all the zipped email attachments

ClickUp-modal-icon

Updated task status

When a task reaches a certain status on ClickUp

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

ClickUp-icon

Updated task status

When a task reaches a certain status on ClickUp

Trigger

Information from ClickUp that can be used and sent to other apps.

Task name

End date

Description

Initial date

Task creator

List name

Task URL

ID of those responsible separated by comma

Responsible persons separated by comma

Email of those responsible separated by comma

Color of those responsible separated by comma

Initials of those responsible for the task

Task ID

Task creation date

Task status

Task priority

Task folder name

Tags

Project name

Update date

Estimated task time

Time spent on task

Task creator email

List ID

Task 'parent' task

Checklists

Space ID

Project ID

Task end date

Task points

Task creator ID

I give status

Linked tasks

Folder ID

Orderindex

Name of attachments separated by comma

Comma-separated attachment link

Name and Link of attachments separated by comma

Microsoft Outlook-modal-icon

New email received in a folder

For each new received email in a Microsoft Outlook folder

How it works:

Whenever something happens on the source app

All happening in a single automation! ✨

Microsoft Outlook-icon

New email received in a folder

For each new received email in a Microsoft Outlook folder

Trigger

Information from Microsoft Outlook that can be used and sent to other apps.

Id

Creation date

Receipt date

Date the email was sent

Subject

Email Preview

Email link

Content

Content (text without HTML)

Sender's name

Sender's email

Recipients' names

Recipients' emails

Recipients' names and emails

Recipients' names in copy

Copied recipient emails

Recipients' names and emails in copy

Blind carbon copy recipient names

Blind copy recipient emails

Names and Emails of blind carbon copy recipients

ClickUp-modal-icon

Create/update task

create or update a new task on ClickUp

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

ClickUp-icon

Create/update task

create or update a new task on ClickUp

Action

Fields in ClickUp that can receive information from other apps.

Task update settings

Task name Required

Task description

Responsible for the task

Task status

Task Tags

Task priority

Task due date

Task start date

Notify users?

Microsoft Outlook-modal-icon

Create email

send an email through Microsoft Outlook

How it works:

Whenever something happens on the source app

1.

All happening in a single automation! ✨

Microsoft Outlook-icon

Create email

send an email through Microsoft Outlook

Action

Fields in Microsoft Outlook that can receive information from other apps.

Recipient's Email Required

Subject Required

Message Type Required

Message Required

Attachments

CC

Bcc

Didn't find your use case? Send suggestion.

Automate ClickUp and Microsoft Outlook
with Pluga integrations

Explore automation templates

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How to integrate apps with Pluga?

Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.

  • Trigger and source app of the automation

    What is the automation trigger?

    The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.

  • Action and destination app of the automation

    What is an action within an automation?

    The action serves as a response to the previously selected trigger. That is, it occurs once the trigger is activated. For example, in an automation between Facebook Lead Ads (source) and Google Sheets (destination), as soon as the trigger “For each response on an advertisement” is activated in the source app, the action “Add data to a new row on a spreadsheet” will be carried out in the destination app.

  • Information mapping of the automation

    How does information mapping work?

    Information mapping is where you configure which captured information from the source app will be sent to each field in the destination app(s).

    For example, in an automation between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.

  • Automation with multiple actions among more than two apps

    Is it possible to have more than one action?

    With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.

Automate ClickUp + Microsoft Outlook
and say goodbye to manual (and tedious) tasks!

By connecting the apps you use through Pluga, you can automate various processes in your routine and
have time for tasks that really matter.

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

Automate your sales tracking

With the help of Pluga's automations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp
ClickUp-icon

ClickUp

Project

ClickUp is a task and team management app. The platform assists various teams, including marketing, sales, IT, HR, and others, that aim to optimize their routines.

Integrations with ClickUp Visit ClickUp
Microsoft Outlook-icon

Microsoft Outlook

Email

Microsoft Outlook is a Microsoft email service and one of the most popular in the world. It allows sending and receiving emails, managing contacts, calendars, and tasks.

Integrations with Microsoft Outlook Visit Microsoft Outlook

Frequently Asked Questions

  • With Pluga, you can easily automate ClickUp com Microsoft Outlook . Just follow these steps:

    • 1. Log in or sign up (for free) on Pluga and click on “Create automation”;
    • 2. Select the source app and trigger;
    • 3. Select the destination app and action;
    • 4. Make the necessary adjustments, specifying which data will be sent to one app to another.

  • By automating ClickUp with Microsoft Outlook on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.

  • On Pluga, you can make several automations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create automations between ClickUp, Microsoft Outlook, and even other apps.

    We also offer three other plans, with prices ranging from $17 to $65 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check Pluga's pricing page for more details.