A ClickUp email integration that creates tasks from customer conversations
Sektra connects to ClickUp so that a customer conversation becomes a ClickUp task in the list where the work is planned. It is for teams that keep projects and requests in ClickUp and answer customers from a shared inbox. Every task created this way links back to its conversation, and its status in ClickUp shows beside the thread. A rule can create the task without anyone opening the form.
What Sektra does with ClickUp
Create a ClickUp task from an email
Each conversation in Sektra has an Apps button, and the ClickUp card behind it offers Create task. The task is named after the conversation's subject unless you type another name. Paste the link of the list it belongs in, or leave the field empty and Sektra uses the first list in the workspace.
What a ClickUp task created from email contains
Your note becomes the task description, and the conversation's preview text is used when you write none. Sektra then adds the customer's name and email address and a link that opens the conversation. Assignee and due date are set in ClickUp afterward, and the card in Sektra shows them.
Link an existing ClickUp task to a conversation
For work that is already tracked, choose Link task and paste the task's link from ClickUp. The card then lists the task by name, with its custom task ID in front when your workspace uses them.
ClickUp task status beside the thread
The ClickUp card lists the tasks linked from conversations with the same customer, with open tasks above finished ones. Each task shows its status in your own wording, its first assignee and its due date. A task in a closed or done status moves under Done.
Rules that create ClickUp tasks
With ClickUp connected, Create task in ClickUp joins the actions a rule can take, and the list is set inside the rule. The rule's check can be a tag, a sender's domain, or an AI check on what the message asks for. Each matching conversation gets one task, and a repeat trigger within a day adds no second one.
Choosing which ClickUp workspaces Sektra can use
During sign-in, ClickUp asks which workspaces Sektra may use. A task or list in a workspace that was left out is refused with a message that says so, and reconnecting ClickUp with that workspace included fixes it.
How to connect ClickUp
- 1
Open Integrations in Settings
Open Settings and choose Integrations, a page shown to teammates with permission to manage integrations, then find ClickUp in the Tasks and issues group.
- 2
Sign in with ClickUp
Choose Connect ClickUp and sign in on ClickUp's own screen, where Sektra never sees the password, then select the workspaces Sektra may use.
- 3
Start from any conversation
ClickUp now appears under Connected with the workspace name and a Working label. Anyone who can reply in an inbox can then create and link tasks from its conversations.
Common questions
Setup, permissions and what Sektra reads from ClickUp, with a contact link for anything not covered here.
Can I create a ClickUp task from an email?
Yes. Sektra connects to ClickUp, and any email, WhatsApp or live chat conversation can be turned into a task from the Apps button on the thread. The task lands in the list you name, with your note as its description and a link back to the conversation.
Which ClickUp list do new tasks go to?
A task goes to the list whose link you paste in the form or set in a rule. With the field left empty, Sektra uses the first list it finds in the connected workspace. In a workspace with many lists, naming the list is what decides where the task lands.
Can the assistant answer questions about ClickUp tasks?
The assistant, Sektra's built-in AI, can read the tasks linked to a conversation or a customer, with their status, assignee and due date. Its answers come from those linked tasks, because it does not search the rest of the workspace. Nothing in ClickUp is created or changed by the assistant.
Connect ClickUp and see it work
Connect a mailbox first, then add ClickUp from Settings. Both steps take a few minutes, and the team can work from the inbox the same day.