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ClickUp Integration

The ClickUp integration connects your Expiration Reminder account to ClickUp so that upcoming expiration deadlines can be turned into ClickUp tasks automatically. Renewals appear in the workspace your team already uses, alongside the rest of your work.

 Before you begin

Make sure you have the following ready:

  • An active Expiration Reminder account with permission to manage integrations.
  • A ClickUp account, and access to the Space and List where you want tasks to be created.
  • The documents, licenses, or certifications you want to monitor already added in Expiration Reminder, each with an expiration date.
How to set up the ClickUp integration
  1. Sign in to your Expiration Reminder account.
  2. Go to Settings > Integrations.
  3. Find ClickUp in the list of available integrations and click Connect.
  4. In the authorization window, sign in with your ClickUp credentials and approve the requested access.
  5. Select the ClickUp Space and List where new tasks should be created.
  6. Choose which records should create tasks and how many days before each expiration date a task should be created.
  7. Save your settings. The integration is now active.
What syncs and what triggers a task

After setup, Expiration Reminder monitors the expiration dates of the records you selected. When a record reaches the lead time you configured, the integration creates a task in the ClickUp List you chose, including the item name and its expiration date so your team has the context to act.

You control which categories of records create tasks and how far in advance, so your workspace stays focused and uncluttered.

Managing renewal tasks in ClickUp

Renewal tasks behave like any other ClickUp task. You can assign members, set due dates and priorities, move tasks through your statuses, add comments, and close them once the renewal is complete. Your team manages renewals using the ClickUp workflow they already know.

Troubleshooting
  • Tasks aren't being created. Confirm the integration shows as connected in Settings > Integrations, and that the records you expect have a valid expiration date within your configured lead time.
  • Tasks appear in the wrong Space or List. Open the integration settings and update the selected Space and List.
  • The connection failed during setup. Make sure you approved the requested ClickUp permissions, then try connecting again.
  • The connection stopped working. If your ClickUp access changed, reconnect the integration to refresh authorization.
Frequently asked questions

Will this create duplicate tasks? No. Each monitored record creates a task once as it approaches its configured lead time.

Can I send tasks to a specific List? Yes. Each connection creates tasks in the Space and List you select during setup.

Does closing a task in ClickUp change anything in Expiration Reminder? Closing a task resolves the work item in ClickUp. You still update the record in Expiration Reminder once the renewal is complete so future reminders reflect the new date.

Is there an extra cost? The integration is available on all Expiration Reminder plans. A ClickUp account is required separately.