Skill-Based Routing

Route incoming ClickUp tasks to the right team member based on required skills. When a task comes in with specific skill requirements, EnforcedFlow automatically finds an agent who has those skills and assigns the task to them.

This guide shows you how to set up skill-based routing using EnforcedFlow’s Multi-Select field type integrated with Zapier.

Before you begin, ensure you have:

An account with EnforcedFlow (Sign up here)
A ClickUp workspace with a custom field for required skills (multi-select type)
Zapier account (Starter plan or higher)

Part 1: Configure EnforcedFlow

After signing up, you’ll land on the EnforcedFlow dashboard where you can configure your round-robin group.

Create an Advanced Round Robin Group

Navigate to the Advanced Round Robin section and click to create a new group:

Enter a descriptive name for your group (e.g., “ClickUp Skill Routing”)
Click Create Group

Add Agent Information Fields

You need to add a field to store each agent’s ClickUp User ID. This allows EnforcedFlow to identify which ClickUp user corresponds to each agent.

In your group, under the Settings tab, find the Agent’s Information Fields section. Type clickup_user_id in the Add New Field input and click Add.

Once added, you’ll see the field listed under Agent’s Information Fields.

Add a Multi-Select Field for Skills

Now switch to the Fields tab to add a multi-select field for routing.

Click Add a New Field to open the field modal:

Select Multi-Select as the field type
Enter Skills as the Display Label
Add your options one by one (e.g., Design, Development, QA)
Click Save

Once saved, your field will be configured and ready for use.

Add Your Agents

Switch to the Agents tab to add your team members:

Click the Agents tab
Click Add Agent to open the agent form

You’ll need each agent’s ClickUp User ID before adding them.

Finding ClickUp User IDs

Before adding agents, you’ll need each team member’s ClickUp User ID. Navigate to your team members in ClickUp:

Click Teams in the left sidebar
Select All People to see all workspace members
Hover over a team member’s card to reveal the more options (three dots)

Click the three dots and select Copy member ID.

Adding an Agent

Fill in the agent form:

Agent Name - Enter a display name for this agent
ClickUp User ID - Paste the user ID you copied earlier
Skills - Select the Skills this agent handles (e.g., Design)
Click Add Agent to save

Repeat for each team member.

Part 2: Assign Tasks on Creation

This automation triggers when a new task is created in ClickUp and routes it to an agent with matching skills.

Step 1: Set Up the ClickUp Trigger

Create a new Zap in Zapier, then:

Select ClickUp as the app
Choose New Task as the trigger event
Connect your ClickUp account
Click Continue

Configure the Trigger

Select your Workspace
Click Continue

Optionally, select a Space to limit the scope and set Include Subtasks to True if needed.

Test the Trigger

Click Find new records to pull recent tasks from ClickUp
Select a test task from the list

Then click Continue with selected record.

Step 2: Add the EnforcedFlow Action

Click the + button to add a new step.

Search for the EnforcedFlow app:

Type EnforcedFlow in the search box
Select EnforcedFlow from the results

Configure the action and connect your account:

Select Get Next Agent (Advanced Round Robin) as the action
Connect your EnforcedFlow account
Click Continue

Select the Round Robin Group

Select your round-robin group:

Click on Round Robin Group dropdown
Select your group from the list

Configure Field Mapping

After selecting your group, configure the field mapping:

The Round Robin Group shows your selected group
Click on the Skills field and map it to the Required Skills custom field from your trigger
Click Continue

EnforcedFlow will use these values to find the best matching agent.

Test to Retrieve Agent Data

Click Test step to retrieve agent data. This is required for the next step to work properly.

Step 3: Update the Task with the Assignee

Add another step and configure it:

Select ClickUp as the app
Choose Update Task as the action
Click Continue

Connect your ClickUp account if prompted.

Note: Zapier may show a warning about potential loops. This is safe to ignore as long as your trigger is “New Task” and you’re using “Update Task” (not “Create Task”).

Configure the Update Task Action

Configure the workspace and task field:

Select your Workspace
For the Task field, click to switch to Custom mode

Map the task from the trigger:

Expand 1. New Task in ClickUp from Previous Steps
Select Task Id

The Task field should now show the mapped Task Id. Configure the assignee:

Scroll down to Add Assignees and click the three dots menu
Select Custom to enter a dynamic value

Select the agent’s ClickUp User ID:

Expand 2. Get Next Agent (Advanced Round…)
Select Agent Meta Clickup User Id

Both fields should now be configured:

Task mapped to the Task Id from the trigger
Add Assignees mapped to the ClickUp User Id from EnforcedFlow

Publish the Automation

Test the step to verify it works, then click Publish to activate the automation.

Summary

You’ve now set up skill-based task routing for ClickUp:

Component	Purpose
EnforcedFlow Group	Stores agents with their skills and ClickUp IDs
Multi-Select Field	Defines available skills (Design, Development, QA)
Zapier Automation	Routes new tasks to agents with matching skills

How it works:

A new task is created in ClickUp with required skills
Zapier triggers and sends the skill requirement to EnforcedFlow
EnforcedFlow finds an agent with matching skills (using round-robin among qualified agents)
The task is automatically assigned to that agent