Connect ClickUp to a document template. When a task event fires, Task2PDF generates a professional PDF and attaches it back — without anyone leaving their task tool.
Free forever on 1 workflow. No credit card required.
SOW Generator
Status → Approved
47 docs
Active
Invoice Builder
Status → Complete
112 docs
Active
NDA Packet
Task Created
8 docs
Active
Loved by ops, sales, and legal teams
Features
Fire on any ClickUp event — task created, status changed, custom field updated, assignee changed. You decide when documents get generated.
Build document templates with a rich WYSIWYG editor. Drag in merge fields from your task data with a single click.
Add filters so documents only generate when it matters. Only when status = Approved. Only when Priority = High. You control it.
The finished PDF is automatically attached back to the originating task in ClickUp. No copy-pasting, no leaving the tool.
Build a library of headers, legal clauses, signature blocks, and footers. Insert them into any template with one click.
Every generated PDF is logged with the task it came from, when it ran, and a download link. Full audit trail built in.
How it works
OAuth in seconds. Task2PDF securely connects to your workspace and reads your lists, fields, and statuses.
Pick which list and which event kicks off the document — task created, status changed, custom field updated, and more.
Open the visual editor and drop in merge tokens like {{task_name}}, {{assignee_email}}, or any custom field from your list.
Task2PDF registers the webhook with ClickUp. From now on, every matching task event triggers a PDF — automatically attached back to the task.
Average time from event to PDF
< 4 seconds
Pricing
No credit card required. Upgrade or cancel anytime.
Free
For individuals testing the waters.
Starter
For small teams with real document needs.
Pro
For growing teams automating at scale.
Enterprise
For organizations with advanced requirements.
Set up your first automated document workflow in under 5 minutes. Free forever on 1 workflow.