New: the $2,500 CRM System→
Integrations/Where the work lives
Built into the portalRuns in 12 builds

ClickUp.

API v2 + v3, webhooks, OAuth and custom fields — the database behind every portal, CRM and automation we ship.

Watch it work ↓Connect ClickUp

How it connects

  1. 1

    Task changes in ClickUp

    status, dates, custom fields

  2. 2

    Webhook or live read

    no copy, no second database

  3. 3

    Portal page updates

    clients see it the moment they look

  4. 4

    Portal writes back

    comments, uploads, approvals

portal.yourcompany.com/admin

Integrations

ClickUp

Running

ClickUp

Your portal

1

Task changes in ClickUp

status, dates, custom fields

2

Webhook or live read

no copy, no second database

3

Portal page updates

clients see it the moment they look

4

Portal writes back

comments, uploads, approvals

task→Landing page — option B

status→in review

company→Northwind Health

visible_to→client portal

Live simulation · illustrative data

And here's what you see.

ClickUp, inside the portal — no tab switching.

portal.yourcompany.com/admin

Live from ClickUp

Tasks

Search…AskTeam view

To do

1

Reminder texts

Northwind

In progress

1

Landing page — B

Northwind

High

In review

1

Brand system v3

Lumen

Done

1

Intake form

Northwind

read from ClickUp live — nothing synced, nothing stale

Portal features it powers

Client dashboard→Projects→Files→Agreements→Meetings→Tasks→Task page→Planner→CRM→Team lists→Follow-up emails→My week→Special dates→Reporting→Hours & cost→Executive reports→Correspondence→Assistant→Portals from the CRM→Contracts→Two-way roadmap sync→Request intake→Dashboards by role→Linked databases→Hours & billing→

Running in real builds

Creative marketing agency

Marketing & Creative

→

Paid social advertising agency

Marketing & Creative

→

D2C consumer brands (two, one owner)

E-commerce

→

Grant-writing consultancy

Nonprofit

→

Luxury travel concierge

Travel & Hospitality

→

Building-materials manufacturer

Manufacturing

→

Global medical device company

Healthcare

→

Immigration law firm

Legal

→

Health & nutrition practice

Healthcare

→

Luxury design-build firm

Construction & Real Estate

→

B2B marketing agency

Marketing & Creative

→

In-house video production team

Media & Production

→

More in where the work lives.

All integrations →

ClickUp time tracking

Every timer turned into live budgets, an editable grid of time entries, time and cost on every task, and invoices billed from the hours.

ClickUp Docs & Forms

Automation wikis published through the API; intake forms feeding pipelines.

Supabase

Postgres with row-level security, auth, edge functions and realtime — snapshot read models and app backends.

Close CRM

Leads, opportunities and won deals pulled hourly into a sales dashboard.

Put ClickUp to work.

Thirty minutes to map what should happen automatically — and what your team should never have to retype again.

Request the 30-minute call →