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How to Integrate ClickUp with ProProfs HelpDesk

 

Integrate ClickUp with ProProfs HelpDesk to boost productivity. This guide provides easy steps to create an OAuth app, get an authorization code, and obtain an access token for seamless integration.

 

Use Case: Imagine you want to sync your ProProfs HelpDesk with ClickUp. This integration lets you automatically create tasks in ClickUp based on HelpDesk tickets.

 

Benefits:

 

• Boost Efficiency: Automate task creation and data transfer between ProProfs HelpDesk and ClickUp.
• Streamlined Workflow: Simplify project management and improve collaboration by connecting these powerful tools.

 

In this article, you will learn:

 

1. Creating an OAuth App in ClickUp
2. Retrieving Authorization Code
3. Requesting an Access Token
4. Creating Task from Helpdesk Ticket in ClickUp

How to Create an OAuth App in ClickUp

 

Before connecting to the ProProfs Helpdesk with Clickup, you must create an OAuth account in ClickUp. Here are the steps:

 

Step 1: Sign in to your ClickUp account. 

 

Step 2: Click on your User Profile icon (bottom-left) and select "My Settings" under your username.

 

 

Step 3: In the left sidebar, go to "ClickUp API" and click "+Create an App."

 

 

Step 4: Enter the App Name and Redirect URL, then click "Create App."

 

 

You'll find the Client ID and Client Secret after successfully creating the OAuth app, as shown below:

 

 

 

How to Retrieve an Authorization Code

 

Step 1: Replace the placeholders {client_id} and {redirect_uri} in this URL:

https://app.clickup.com/api?client_id={client_id}&redirect_uri={redirect_uri} with your actual Client ID and Redirect URL.

 

Here’s the sample URL:  https://app.clickup.com/api?client_id=89KST1RSDAZ6GSLYRZNDEMQRY5B79V3B&redirect_uri=U3CCKT60M5TAUNE7PF5BZ27IFF1G1R1FDKVBYO7ECAIUPHR6B0SY1WRJWF0R1ZTA 

 

 

Step 2: Visit the modified URL and Log in to your ClickUp account.

 

Step 3: Choose your Workspace and click "Connect Workspace."

 

 

 

Step 4: Copy the authorization code from the URL.

 

 

How to Request an Access Token

 

Step 1: Log in to your ProProfs HelpDesk account.

 

Step 2: Navigate to Settings. In the left sidebar, click "Integrations" and select "ClickUp."

 

 

Step 3: Fill in the required information: Name, Client ID, Client Secret Key, and Code. Click "Save" to add the ClickUp workspace to your integration list.

 

 

Here’s how the ClickUp workspace is added to the list after successful integration:

 

 

Once you've followed these steps, you've successfully created an OAuth app, established a secure connection with ClickUp, and gained access to user data, enhancing your application's functionality and integration with ClickUp's features.

 

How to Create a Task from a HelpDesk Ticket in ClickUp

 

Once you have successfully integrated ClickUp with ProProfs HelpDesk, you can easily convert HelpDesk tickets into ClickUp tasks. Follow these steps:
 

Step 1: Open the HelpDesk ticket you want to convert into a task in ClickUp.

Step 2: Locate the ClickUp icon on the right-hand side of the page and click on it.

 

 

Step 3: Fill in all the necessary fields as required.

Step 4: Click the "Create" button to generate a new task in ClickUp.

 

 

This ensures that your support queries are efficiently tracked and managed in ClickUp, improving collaboration and workflow management.