Turn Calendly Meetings into ClickUp Tasks

Connect Calendly and ClickUp to create tasks and track follow-ups from every scheduled meeting.

Calendly makes scheduling effortless. But meetings generate work that needs tracking. Connecting to ClickUp means every booking creates the right tasks automatically.

Meeting-to-Task in Seconds

Every Calendly booking creates a ClickUp task with meeting details.

Follow-Up Without Fail

Post-meeting action items are generated as ClickUp tasks.

Project Scheduling Made Simple

Link client meetings to the right ClickUp project.

What You Can Automate

Sales Call Follow-Up

Create a follow-up task when a discovery call is booked in Calendly.

Onboarding Session Tracking

Add a client onboarding task when an onboarding call is scheduled.

Interview Pipeline

Generate a ClickUp task for each interview booked.

Consultation Preparation

Create a prep checklist 24 hours before each Calendly consultation.

Cancellation Cleanup

Mark ClickUp tasks as cancelled when Calendly meetings are cancelled.

How It Works

Describe your workflow

Tell Neotask what should happen per booking event.

Map meeting details

Neotask connects Calendly fields to ClickUp task fields.

Run automatically

Every booking triggers the right ClickUp action.

Capabilities

Calendly Action	ClickUp Action	Use Case
Booking created	Create task	Meeting logging
Booking cancelled	Mark task cancelled	Cleanup
Meeting type filtered	Route to list	Segmented tracking
Pre-meeting window	Create prep checklist	Preparation
Meeting completed	Create follow-up task	Action items

From Scheduled to Actionable

Every meeting represents a commitment. Connecting Calendly and ClickUp closes the gap between booking and execution.

Key Advantages

Booking triggers task creation in ClickUp
Meeting type routes to different ClickUp lists
Pre-meeting prep tasks created automatically
Cancellations and reschedules update tasks
Post-meeting follow-up tasks generated

Try Asking Neotask

When a Calendly [event type] is booked, create a ClickUp task in [list] assigned to [member].
When a booking is cancelled, mark the ClickUp task in [list] as cancelled.
24 hours before a meeting, create a prep task in [list] for [host].
When a [event type] booking is received, add the invitee email to the ClickUp task.
When a meeting is scheduled, create a task due [X days] after the meeting.

Pro Tips

Tip

Use Calendly event type names to route tasks to the right ClickUp list.

Tip

Add the Calendly meeting link to the ClickUp task description.

Tip

Set task due dates relative to meeting time.

Frequently Asked Questions

Can I route different event types to different lists?

Yes. Use event type as a filter.

What Calendly plan is needed?

Standard plan or above.

How does Neotask help?

Maps Calendly fields to ClickUp fields automatically.

Turn Every Meeting into Tracked Action

Connect Calendly and ClickUp with Neotask.

Start free

Plans

Free

$0/mo

Download without a card and start for free.

Individual

$50/mo

The full personal agent platform for one person.

Business

$100/mo

One company workspace with room to add your team.

Enterprise

$200/mo

Multiple workspaces and capacity for larger teams.

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