Integrations

RevTrace integrates with Monday.com and ClickUp so you can push action items directly to your project management tools. No more manually copying findings into your task boards.

Supported platforms

Platform	Connection	Push fields
Monday.com	OAuth	Title, status, priority, due date, person (assignee)
ClickUp	OAuth	Title, description, priority, due date, assignee

Connecting an integration

1. Navigate to Settings > Integrations
2. Click Connect on the platform you want
3. Authorize RevTrace in the OAuth screen
4. Select your target board (Monday) or list (ClickUp)

Only Admin users can connect or disconnect integrations. Editors and Viewers can push items to connected integrations.

Choosing a target board or list

Monday.com

After connecting, select a board from the dropdown. RevTrace will push items to this board.

ClickUp

After connecting, select your workspace, space, and list using the cascading dropdowns. Your selection is saved — you'll see the target list name when you return.

Click Change to pick a different list at any time.

Pushing action items

Single item

1. Open an action item from the Action Plans page
2. Click the Push to Monday.com or Push to ClickUp button at the bottom
3. The item is created in your target board/list with mapped fields

Bulk push

1. Select multiple items using checkboxes
2. In the bulk toolbar, click Push to... and select a platform
3. All selected items are pushed at once

Field mapping

Monday.com

RevTrace detects your board's columns automatically and maps fields by column type:

• Name — Action item title
• Status — Mapped to the closest matching status label on your board
• Priority — Matched to your board's priority labels (handles custom labels like "Critical ⚠️")
• Date — Due date from the action item
• Person — Matched by email address (the RevTrace assignee's email is matched against board subscribers)

ClickUp

• Name — Action item title
• Description — Action item description (plus assignee name if email match fails)
• Priority — High (2), Normal (3), Low (4)
• Due date — Due date from the action item
• Assignee — Matched by email address against ClickUp workspace members

Re-pushing items

If you update an action item after pushing it, you can re-push it. RevTrace detects that the item was previously pushed and updates the existing task instead of creating a duplicate.

The button label changes to "Re-push to Monday.com" or "Re-push to ClickUp" with an external link indicator.

Disconnecting

1. Go to Settings > Integrations
2. Click Disconnect on the integration
3. Confirm in the dialog

Disconnecting removes the connection from RevTrace. Items already pushed to Monday.com or ClickUp are not affected.

Plan requirements

Integrations are available on Pro, Business, and Agency plans.