Sync custom fields two ways between parent task and its subtasks

How To
1

I have a parent task in Clickup with 9 subtasks. The operator for each subtask fills in a custom field value on their particular subtask. How can I automatically update the custom field values on the parent task?

2

You can use the built in automation in clickup to be triggered when a custom field is filled out.

Then have it send over a webhook to make and have it update the custom fields on the parent task.

3

Thank you. To my knowledge, Clickup does not have automation that triggers on custom fields updates. I asked their tech support, and they confirmed this. Am I missing a feature?

4

Thats odd, are you on then paid plan? There is a trigger for “custom field changes”.

5

Yes, and I found the trigger… need to puzzle around with setting up the webhook.
Thank you for the help.

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6

Just be aware that Clickup automations do not distinguish between Tasks and Subtasks. So when you do this automation you might go into a loop that can break the scenario because when the custom field is updated on the parent task it will also again trigger the automation and send another webhook. To avoid this use this filter for the scenario to prevent a parent task to be ran through the scenario.

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Alternatively you can setup an automation to tag the parent task or subtask and only have the automation run when it’s a task with that tag or without. However you set it up.

Hope this helps!

7

Great. Thank you.
In ClickUp there is a selection for subtasks only:
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My only challenge is to get the webhook and right module setup. Any tips are appreciated.
Thanks

8

Oh nice! They must have added that in during the last update.
You only need these modules and map the List ID and Parent Task ID from the original subtask

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Then you need to enter the ID of the custom field ID and map the value from the the original subtask

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To find the Custom field ID you need to use the “List All Accessible Custom Fields” module.
Also note that this needs to be done for each custom field you have. You need an automation that creates an API call and a corresponding webhook.

Hope this helps!

9

Thank you Paul! I will work on the soon. Your instructions are perfect.
Have a great weekend.

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