Connect Paige to ClickUp

Step 1 — Point Paige at your SFTP server

1. 1

   In Paige, open Settings (the gear at the bottom of the left menu — administrators only), pick the scan job, and choose Export.

2. 2

   Click the FTP card. Enter the FTP Address, Port 22, Username, Password, and in FTP Folder Path a folder for this scan job, such as /paige/intake.

3. 3

   Click Test Connection. What you should see: FTP connection successful! Connect — Connected to FTP Server! and a green Connected label.

4. 4

   Turn on Enable Auto Export. Under Auto Export Settings, pick the document type under Document Types, set Auto Field Entry Complete to Yes, and decide whether to require Human Reviewed = Reviewed. Click Save.

Step 2 — Build the automation

Zapier

1. 1

   SFTP by Zapier → New or Updated File (connection: Host, Username, Port Number 22, Password), folder = the scan job's folder.

2. 2

   Filter by Zapier: File Name (Text) Ends with .json.

3. 3

   Code by Zapier → Run Javascript, file mapped to the trigger's file:

   const doc = await (await fetch(inputData.file)).json();
   const out = { pdf_file: doc.metadata.pdf_file, document_type: doc.metadata.document_type };
   for (const [k, v] of Object.entries(doc.fields)) out[k] = v;
   out.summary = Object.entries(doc.fields).map(([k, v]) => `${k}: ${v}`).join("\n");
   return out;
   

4. 4

   ClickUp → Create Task. Pick the workspace, space, folder, and list; Name from Paige fields (for example Invoice INV-20441 – Acme Office Supply); Description = summary from step 3; map custom fields from the Code step; set assignee, status, or due date as you like.

5. 5

   SFTP by Zapier → Download File, path = the folder plus pdf_file.

6. 6

   ClickUp → Post Attachment. Task = the one from step 4; file = the download from step 5.

7. 7

   Turn the Zap on.

Make

1. 1

   SFTP → Watch files in a folder (connection: Host, Port 22, Auth Type Username and Password), pointed at the scan job's folder; filter File name Ends with .json.

2. 2

   SFTP → Get a file, then JSON → Parse JSON on its data. Run once with a real file so Make learns the fields.

3. 3

   ClickUp → Create a Task in the list, with the name, description, and custom fields mapped from the parsed fields.

4. 4

   SFTP → Get a file with path = folder plus parsed metadata.pdf_file, then ClickUp → Upload an Attachment (attach a file to a task) for the task from module 3.

5. 5

   Set the schedule and turn the scenario on.

Step 3 — Test it

1. 1

   Process one document through the scan job in Paige and wait for the export.

2. 2

   Check the automation's run history: one run, every step green.

3. 3

   Open the list. What you should see: a new task with the details in the description and custom fields, and the PDF under attachments.

When it doesn't work