Plutio + ClickUp Integration (2026): Sync Tasks Across Tools

Plutio manages your client relationships and billing while ClickUp powers your internal task boards. When you win a new project in Plutio, a corresponding task or folder appears in ClickUp automatically. Your team works in their preferred tool while client-facing work stays organized in Plutio. Status changes flow both directions so nothing falls through the cracks.

Plutio handles proposals, contracts, invoices, and client portals. ClickUp extends that with nested subtasks, custom views, and team workspaces. The Zapier connection bridges both systems so you manage clients in one place and execute work in another.

Last updated January 2026

Plutio

ClickUp

Sync tasks

Via Zapier

10 min setup

What is ClickUp?

ClickUp is a project management platform with nested tasks, multiple views, and team workspaces. You organize work into Spaces, Folders, and Lists with Kanban boards, Gantt charts, calendars, and custom dashboards. Freelancers and agencies use ClickUp to manage internal workflows, track team capacity, and coordinate complex projects across departments.

TLDR (summary)

Plutio manages your client-facing work: proposals, contracts, invoices, and client portals. ClickUp manages your internal execution: nested tasks, team assignments, and workload views. Together via Zapier, you keep client management and project execution in sync without copying data between apps.

Both tools have free tiers. ClickUp Free Forever includes unlimited tasks and members. Zapier Free allows 100 runs per month. You can test the full workflow without paying anything.

Connecting Plutio to ClickUp through Zapier takes about 10 minutes. You choose what triggers the sync, map the fields, and activate. After that, new projects in Plutio create tasks in ClickUp automatically.

ClickUp Integration

What can I sync between Plutio and ClickUp?

Sync projects, tasks, and status changes between your client management system and your internal task boards. Zapier connects Plutio events to ClickUp actions and vice versa.

Data that flows from Plutio to ClickUp

New projects: Create ClickUp tasks, lists, or folders when Plutio projects start
Status changes: Update ClickUp task status when Plutio project status changes
Client details: Pass client name, project scope, and deadlines to ClickUp
Due dates: Sync deadlines so both systems show the same timeline

Data that flows from ClickUp to Plutio

Task completion: Mark Plutio tasks done when ClickUp tasks complete
Time entries: Log time tracked in ClickUp back to Plutio projects
New tasks: Create Plutio tasks when ClickUp tasks are added

The sync runs automatically based on events you define. No manual copying between apps.

ClickUp Integration

How do I mirror Plutio projects in ClickUp?

Create a Zapier workflow that generates ClickUp tasks or lists whenever a new Plutio project starts. Your team sees the new work in ClickUp without you manually creating it.

When a client signs a proposal in Plutio and the project begins, Zapier detects the new project event. The workflow creates a task in your designated ClickUp Space with the project name, client info, and due date already filled in. Your team can start working immediately without waiting for you to set up the task board.

For larger projects, create a ClickUp List instead of a single task. The List becomes a container for all the subtasks your team will add as they break down the work. The project hierarchy in ClickUp mirrors your Plutio project structure.

Fields to map for project mirroring

Project name: Becomes the task or list title
Client name: Add as a custom field or prefix
Due date: Sets the deadline in ClickUp
Description: Pass scope details to the task description

Your team gets work assignments in ClickUp the moment a client signs in Plutio.

ClickUp Integration

How do I keep status in sync across both tools?

Build bidirectional status sync so changes in either tool update the other automatically. When your team marks work done in ClickUp, Plutio reflects the progress. When you update status in Plutio, ClickUp shows the change.

Status sync requires two Zapier workflows: one that watches Plutio for status changes and updates ClickUp, and another that watches ClickUp and updates Plutio. Map your status values so "In Progress" in Plutio corresponds to the right column in your ClickUp board.

The bidirectional sync means your client-facing view in Plutio always matches your internal execution view in ClickUp. Clients checking their portal see accurate progress without you manually updating two systems.

Status mapping example

Plutio "Not Started": ClickUp "To Do" column
Plutio "In Progress": ClickUp "In Progress" column
Plutio "Review": ClickUp "Review" column
Plutio "Complete": ClickUp "Done" column

Clients see progress in Plutio that reflects what your team actually completed in ClickUp.

ClickUp Integration

How do I sync time tracking between Plutio and ClickUp?

Track time in ClickUp and send the entries to Plutio for invoicing. Your team logs hours where they work while you bill clients from where you manage relationships.

ClickUp has built-in time tracking on paid plans. When team members start a timer on a task, ClickUp logs the duration. Zapier can watch for new time entries and create corresponding time logs in Plutio attached to the right project.

The workflow means your invoices pull accurate hours without asking your team to log time in two places. They track in ClickUp because that is where they work. You invoice from Plutio because that is where clients pay. The data flows between them automatically.

Time sync setup

Starting event: New time entry in ClickUp
Action: Create time log in Plutio
Map: Duration, task name, date, team member
Result: Plutio invoices include ClickUp hours

Your team tracks time once. You bill clients accurately without double entry.

ClickUp Integration

How do I connect Plutio to ClickUp?

Connect through Zapier in about 10 minutes with no coding required. You authorize both apps, choose your starting event and action, map the fields, and activate.

Step-by-step setup

Create a Zapier account if you do not have one. The free tier works for testing.
Start a new automated workflow and search for Plutio as your starting app.
Choose your starting event such as "New Project" or "Project Status Changed".
Connect your Plutio account by authorizing Zapier access.
Search for ClickUp as your action app.
Choose your action such as "Create Task" or "Update Task Status".
Connect your ClickUp account by authorizing Zapier access.
Map the fields from Plutio to ClickUp (project name to task title, etc.).
Test the automated workflow to verify data flows correctly.
Turn on the automated workflow and the automation runs whenever your starting event occurs.

For bidirectional sync, create a second automated workflow with ClickUp as the starting app and Plutio as the action.

ClickUp Integration

How much does Plutio + ClickUp + Zapier cost?

All three tools have free tiers, so you can test the full integration without paying anything upfront.

ClickUp pricing

ClickUp Free Forever includes unlimited tasks, unlimited members, and 100MB storage. Unlimited plan costs $7/user/month (annual) or $10/user/month (monthly) and adds unlimited storage, integrations, and dashboards. Business plan costs $12/user/month (annual) with goals, timelines, and workload management.

Zapier pricing

Zapier Free allows 100 tasks per month with 5 single-step automated workflows. Starter costs $19.99/month for 750 tasks and multi-step automated workflows. Professional costs $49/month for 2,000 tasks and premium apps.

Plutio pricing

Plutio offers a 14-day free trial. After that, Solo costs $19/month, Studio costs $39/month for 3 team members, and Agency costs $99/month for unlimited team members.

Test everything free: ClickUp Free Forever + Zapier Free (100 runs/month) + Plutio trial.

ClickUp Integration

What if my ClickUp sync breaks?

Zapier logs every run so you can see exactly what happened and fix it quickly. Most issues come from changed permissions, renamed fields, or hitting plan limits.

Common issues and fixes

automated workflow stopped running: Check if you hit your monthly task limit. Upgrade or wait for the limit to reset.
Tasks not appearing: Verify the ClickUp Space and List still exist. Rename or delete breaks the connection.
Wrong data mapping: Open the automated workflow editor and check field mappings. Plutio or ClickUp may have changed field names.
Duplicate tasks: Add a filter step to check if the task already exists before creating a new one.
Authorization expired: Reconnect your Plutio or ClickUp account in Zapier settings.

Zapier shows a task history with success and failure status for each run. Click any failed run to see the error message and the data that was sent. Most fixes take under 5 minutes once you identify the cause.

Your existing data stays safe. A broken automated workflow stops new syncs but does not delete anything already created.

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ClickUp integration questions

Does Plutio integrate directly with ClickUp?

Not natively. Plutio connects to ClickUp through Zapier, an automation platform that links apps together. Zapier handles the data transfer between both tools based on events and actions you define.

Can I sync tasks bidirectionally between Plutio and ClickUp?

Yes. Create two Zapier workflows: one that sends Plutio changes to ClickUp, and another that sends ClickUp changes to Plutio. Both systems stay in sync with changes flowing in both directions.

Is the ClickUp integration free?

All three tools have free tiers. ClickUp Free Forever includes unlimited tasks. Zapier Free allows 100 runs per month. Plutio has a 14-day free trial. You can test the full integration without paying.

How long does setup take?

About 10 minutes. You authorize both apps in Zapier, choose your starting event and action, map the fields, test the connection, and activate. No coding or technical skills required.

Can I sync time tracking from ClickUp to Plutio?

Yes. ClickUp tracks time on tasks (paid plans). Zapier can watch for new time entries and create corresponding time logs in Plutio. Your invoices pull hours from where your team actually works.

What happens if Zapier goes down?

New syncs pause until Zapier recovers. Your existing data in both Plutio and ClickUp stays intact. When Zapier comes back online, it processes any queued triggers automatically.

Can I create ClickUp subtasks from Plutio?

Yes. Zapier supports creating subtasks in ClickUp. Map your Plutio task to a ClickUp subtask action and specify the parent task. Your task hierarchies can mirror between both tools.

Does the integration work with ClickUp's free plan?

Yes. ClickUp Free Forever supports the Zapier integration. You can sync tasks, create lists, and update status without paying for ClickUp. Time tracking requires a paid ClickUp plan.

Can I sync custom fields between Plutio and ClickUp?

Yes. Both tools support custom fields, and Zapier can map them. When setting up your automated workflow, you will see available custom fields from both apps and can match them accordingly.

What starting events are available for Plutio in Zapier?

Plutio starting events include new project, project status change, new task, task completed, new invoice, invoice paid, new contact, and form submission. You can start automations from most Plutio events.

What actions can I perform in ClickUp via Zapier?

ClickUp actions include create task, create subtask, create list, create folder, update task, post comment, add attachment, and log time entry. You can automate most ClickUp operations from Plutio triggers.

Will my clients see ClickUp?

No. Clients interact with Plutio through their portal, proposals, and invoices. ClickUp stays internal for your team. The integration syncs data behind the scenes without exposing ClickUp to clients.

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