Integration

    ClickUp and Volty

    Volty tells clients where their work stands from ClickUp, answers from your ClickUp docs, and creates tasks from their requests when you allow it.

    Talk to VoltyFree trial

    Updated

    When does the site go live

    Volty reads the task, answers, and proposes a new task for the extra change.

    MR

    Megan Ross

    WhatsApp · Customer

    Hi, when will the new product pages go live?
    Looked up ClickUpHarbor Coffee website · Product pages · QA · Due 20 Nov
    VoltyHi Megan, the product pages are in final testing and are due to go live on 20 November.
    Could you also change the homepage banner photo?

    Waiting for approval

    New ClickUp task in Harbor Coffee website: swap the homepage banner photo

    ApproveEditDecline

    ClickUp task

    Product pages

    QA
    List
    Harbor Coffee website
    Assignee
    Kenneth Lau
    Due
    20 Nov
    Checklist
    6 of 8 done

    Read from ClickUp during the conversation

    What Volty does with ClickUp

    ClickUp holds a team's tasks, lists and docs in one workspace. Volty connects to ClickUp with one sign-in. It can read the tasks and docs it is given, so a client asking about their website build gets the status from the task, and colleagues can ask Volty what is due this week.

    • Status from the task

      Volty reads the task's status and due date before it replies.

    • Requests become tasks

      A client's change request becomes a task in their list.

    • Answers from your docs

      Volty reads ClickUp docs for how the team does things.

    • Approval on every write

      Writes start Off, and each can be set to wait for a colleague.

    A long shared table in a bright agency office, with about a dozen people working on laptops.
    Client requests land in the right list.

    What's due this week

    An account manager asks Volty before the Monday call.

    Accounts team

    Volty · Team chat

    C

    Colleague

    What client work is due this week?

    Searched ClickUp6 tasks due by Fri 21 Nov

    VoltyAPP

    Six tasks. Harbor Coffee's product pages (Thu), two Northside Bakery social posts (Wed), and three for Elm Street Dental: the booking form, the FAQ page and the speed fixes (Fri).

    As an automation

    Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

    Client request to ClickUp task

    1. When

      A client asks for a change

      On WhatsApp

    2. Step 1

      Volty takes the brief

      What, where, by when

    3. Step 2

      Creates the task

      Approved by a colleague

    4. Step 3

      Confirms to the client

      In the same conversation

    A smiling woman in a headset on a call at a laptop by a window.
    What's due this week, without opening ClickUp.

    How Volty connects to ClickUp

    An admin signs in to ClickUp from the Sources page and picks the tools Volty may use.

    1. 01

      Sign in to ClickUp

      With the workspace Volty should see.

    2. 02

      Turn on the reads

      Tasks, lists and docs.

    3. 03

      Choose the writes

      Create task and add comment start Off.

    The tools Volty gets

    Each one is a switch on the Sources page in Volty.

    • Search tasksReads
    • Read listsReads
    • Read docsReads
    • Create taskChanges
    • Add commentChanges

    Reading tools can be turned on straight away. Anything that changes ClickUp starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

    Common questions

    Can Volty read ClickUp docs?

    Yes, the docs the account that signed in can see, once an admin turns that tool on.

    Can Volty change records in ClickUp?

    Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it.

    How much does it cost to connect ClickUp with Volty?

    Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

    Sign up for our 7-day trial. No credit card needed.

    Not convinced? Hear more from our CEO and Volty

    The Leonard and Volty Show · 8 October 2026

    Meta now charges for WhatsApp replies

    Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026