Why connect Ninety and ClickUp

Many teams run on EOS with Ninety to track commitments from Level 10 Meetings, but manage detailed task execution in ClickUp. Without integration, team members spend time duplicating To-Dos across systems, updating completion status in both systems, and manually keeping priorities in sync.

Zapier automates the connection between platforms. You can create workflows that surface accountability where work happens, ensure meeting commitments translate into execution, and eliminate redundant data entry across tools.

Who should use this integration

This integration works best for teams who:

• Create To-Dos in Ninety during Level 10 Meetings and track detailed work in ClickUp.
• Need EOS commitments visible in ClickUp where day-to-day execution happens.
• Want team members working primarily in ClickUp while maintaining accountability and visibility in Ninety.
• Use ClickUp for complex projects that require subtasks, time tracking, or custom fields beyond Ninety's To-Do capabilities.

If your team exclusively uses one platform for all task management, this integration adds unnecessary complexity. But if you're already managing commitments in both systems, automation eliminates significant manual overhead.

Common Workflows

1. Push new To-Dos to ClickUp tasks

• What it does: When you create a To-Do in Ninety during a meeting, it automatically appears as a task in your ClickUp list.
• Why it matters: Commitments made in Level 10 Meetings flow directly into your execution system. Team members see their accountability items alongside other project work without switching tools or manually creating duplicate tasks.
• Best for: Teams who want EOS commitments visible in ClickUp where detailed project work happens.
• What you'll need: One Zap per user that creates ClickUp tasks when To-Dos are created on a specific Ninety team.
• ClickUp-specific considerations: You'll map Ninety To-Dos to a specific ClickUp list and can optionally set task priority, status, or custom fields during creation.

2. Create Ninety To-Dos from ClickUp tasks

• What it does: When someone assigns you a task in ClickUp, it creates a corresponding To-Do in Ninety on your team.
• Why it matters: Critical tasks from project work surface in Ninety where leadership reviews accountability. Your Level 10 Meetings reflect both internally-set commitments and project-driven deliverables.
• Best for: Teams who need visibility into ClickUp work during Ninety meetings without manually reporting status.
• What you'll need: One Zap per user with a filter to only sync tasks assigned to you (prevents creating To-Dos for your entire team's ClickUp tasks).
• ClickUp-specific considerations: ClickUp allows multiple assignees per task. You'll need to decide whether to create To-Dos for tasks where you're one of several assignees or only when you're the sole owner.

3. Synchronize completion status

• What it does: When you mark a To-Do complete in Ninety, the corresponding ClickUp task updates automatically. When you complete a ClickUp task, the related To-Do in Ninety marks complete.
• Why it matters: One source of truth for completion status. You can update either system and trust the other reflects current reality. Eliminates the "wait, is this actually done?" question during meetings.
• Best for: Teams who complete work in ClickUp but report progress in Ninety meetings.
• What you'll need: Two Zaps—one that updates ClickUp when Ninety To-Dos change, and one that updates Ninety when ClickUp tasks change.
• ClickUp-specific considerations: ClickUp tasks have multiple status options beyond simple complete/incomplete (In Progress, Blocked, etc.). You'll need to decide which ClickUp statuses should trigger "completion" in Ninety.

4. Keep due dates aligned

• What it does: When you change a due date in either platform, the other platform updates to match.
• Why it matters: Schedules stay aligned without manual coordination. When project timelines shift in ClickUp, your Ninety commitments adjust automatically to reflect current reality.
• Best for: Teams where project deadlines drive Level 10 commitments and timelines frequently shift based on client needs or dependencies.
• What you'll need: Update Zaps that monitor due date changes in both directions (typically part of the status sync workflow above).
• ClickUp-specific considerations: ClickUp supports start dates, due dates, and date ranges. Ninety To-Dos only have due dates, so you'll map to ClickUp's due date field specifically.

Prerequisites

Before building ClickUp-Ninety workflows, you'll need:

• A Zapier account (free plan works for basic automation; paid plans offer more tasks per month and premium features).
• An active Ninety account with team member/managee permissions or higher that's assigned to one or more teams in the Directory.
• A ClickUp account (free or paid) with at least one workspace and list.

Each team member creates their own Zapier connection. You can't build Zaps that manage other users' To-Dos.

Tips for successful implementation

• Start with one user as a test. Have a single team member build the full workflow and validate it works correctly before rolling it out to the entire team. This catches configuration issues early and helps you document the process for others.
• Map to the right ClickUp list. ClickUp's hierarchy (Workspace > Space > Folder > List) means you need to specify exactly where tasks should be created. Choose a list that makes sense for EOS commitments — many teams create a dedicated "Ninety To-Dos" or "Weekly Commitments" list.
• Test with real data. Zapier provides sample data during setup, but always test your Zaps with actual To-Dos and tasks before activating them. Sample data doesn't always reveal edge cases like missing due dates or special characters in titles.
• Consider ClickUp's automation rules. ClickUp has built-in automation that might conflict with or complement your Zapier workflows. Review existing ClickUp automations before adding Zapier to avoid duplicate actions.
• Document your setup. When team members configure their own Zaps, provide a checklist or template that ensures consistency. This makes troubleshooting easier when someone's workflow stops working correctly.