Sound familiar?
What teams on ClickUp tell us before a project starts.
- ClickUp can do everything, so every list is set up differently.
- New work arrives in email and chat and someone copies it in.
- Custom fields and statuses have piled up over the years.
- We can't see who is overloaded without opening ten lists.
- Client work and internal work are mixed in the same space.
What we build
Each one is a working piece you can open and check when it's done.
Spaces, lists and statuses simplified
A small, agreed structure with the same statuses and fields where they should match, and the rest retired.
n8n, Make and Zapier automationTasks created from forms and email
Intake forms, email and other tools create tasks with owner, due date and details filled in.
API integrations and data syncAutomations and templates
Recurring projects, handoffs and reminders built as templates and rules, with notes on how to change them.
n8n, Make and Zapier automationTime, billing and CRM links
Tracked time and finished work feed invoices or the CRM, using ClickUp's API and webhooks where needed.
QuickBooks, Xero and HubSpot integrations API integrations and data syncWorkload and progress dashboards
Who has what, what is overdue and what shipped this week, in views for managers and clients.
Dashboards and reportingMoving in from another tool
Tasks, comments and attachments mapped and imported from Trello, Asana, spreadsheets or older ClickUp setups.
ETL and data pipelinesWhat we connect it to: Zapier, Make, Slack, Gmail, Google Sheets, HubSpot, QuickBooks, GitHub.
Industries that use it: Marketing agencies, SaaS startups, Coaches and consultants, IT / MSP.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Project template for each new client
Example: an agency wants a signed deal to create a project from a template, assign each task by role, and post a summary to the client channel.
ClickUp API, webhooks, SlackExample project
Support requests to tasks
Example: a small software team wants bug reports from a form to become tasks with a priority and the reporter's contact details attached.
ClickUp, forms, Zapier or MakeExample project
Time to invoice sheet
Example: a consultancy wants tracked time per client summed each month in a sheet, ready for invoicing.
ClickUp API, Google Sheets, QuickBooksQuestions people ask first
Do we have to switch away from ClickUp?
No. We work with the account you already have. If something you want is not possible in it, we say so in the scope and lay out the options before anything changes.
Who owns what you build?
You do. It is built in your own accounts, and you get short notes on how it works so your team can change it without us.
Can ClickUp connect to our other tools?
Usually, yes. ClickUp has an API and webhooks and connects to many tools through Zapier and Make. We check what yours support before we agree the scope.
How do we start?
Tell us what you use ClickUp for and the one thing that wastes the most time each week. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com