Setup guide

ClickUp

What it does in ClientPulse: Watches client project spaces in ClickUp and flags overdue tasks, stalled projects, and milestone slips — so a client whose delivery is quietly drifting shows up as a churn risk. A project-management alternative to Asana, for teams that run on ClickUp. Status: Coming soon. The catalog card and signal definitions exist, but there is no automated connection yet. Tell us this is a deal-breaker (support@helloaurora.ai) and we'll prioritise it. Tier: Marketing-vertical module. Likely available on all plans for marketing agencies when shipped. Per-agency: One ClickUp workspace per ClientPulse workspace.

What it does in ClientPulse: Watches client project spaces in ClickUp and flags overdue tasks, stalled projects, and milestone slips — so a client whose delivery is quietly drifting shows up as a churn risk. A project-management alternative to Asana, for teams that run on ClickUp.

Status: Coming soon. The catalog card and signal definitions exist, but there is no automated connection yet. Tell us this is a deal-breaker (support@helloaurora.ai) and we'll prioritise it.

Tier: Marketing-vertical module. Likely available on all plans for marketing agencies when shipped.

Per-agency: One ClickUp workspace per ClientPulse workspace.

Before you start (prerequisites)

  • Account requirement: A ClickUp account on any plan (Free Forever includes API access).
  • You'll need to be a member of the ClickUp workspace, with access to the spaces you want ClientPulse to watch.
  • Cost: ClickUp is free for personal use; paid tiers start around $7/user/month — see https://clickup.com/pricing. Free on ClientPulse's side.

Step-by-step setup

Setup steps will appear here once ClickUp ships. The flow will mirror the other OAuth integrations:

1. In ClientPulse, click Connect ClickUp on /dashboard/integrations/sources.

2. You'll be sent to ClickUp's authorization screen. Sign in and pick the workspace to connect.

3. Review and accept the requested read access (spaces, lists, tasks).

4. ClickUp redirects you back to the Sources page with the connection live.

What you'll be able to do with it once connected

  • See "tasks overdue" and "project stalled" signals per client.
  • Get a heads-up in your Monday Brief when a client's delivery is slipping.
  • Feed project-delivery health into the overall churn score alongside email and billing signals.

Common pitfalls (anticipated)

  • Pitfall: Connected, but no signals appear for a client. Fix: ClientPulse will match ClickUp spaces/lists to clients by name; link any that don't auto-match from the client detail page.
  • Pitfall: Client work tracked in personal task views rather than shared spaces. Fix: The signal reads space/list-level activity — keep client work in named, shared spaces.

Restrictions (anticipated)

  • Read-only. ClientPulse will not create, edit, complete, or delete tasks or projects.
  • One ClickUp workspace per ClientPulse workspace.

Status — what's blocking this

ClickUp is on the roadmap behind Asana (our first project-management source). If it's a must-have for your agency, email support@helloaurora.ai — every request moves it up the queue.

Need help?

Email support@helloaurora.ai — and let us know ClickUp matters to you.

Ready to connect your stack?

ClientPulse takes 5 minutes to set up. The free tier covers 3 clients with every integration above.

ClickUp setup guide — ClientPulse