The request-intake layer for ClickUp

Structured request intake for ClickUp teams.

Saylix is the intake layer in front of ClickUp: advanced multi-page forms, conditional logic and shared Saylix Spaces. Every request lands in the right ClickUp List as a task — custom fields mapped, PDF brief attached, ready to start.

  • Requesters never need a ClickUp seat
  • Custom fields sync automatically
  • Free plan: 1 published form, unlimited drafts

Campaign name

Brand — ClickUp dropdown

Due date

Deliverables

Social
Print
Video
Web
Submit

New to ClickUp

Turn scattered email and chat requests into structured tasks from day one.

Already deep in ClickUp

Keep your Lists and custom fields — add the intake layer the native form view can't cover.

With Saylix

One branded request form, one ClickUp task, one PDF brief — every single time.

Everything ClickUp request intake needs, and nothing it doesn't

Saylix was built inside a department that ran hundreds of campaign requests a year through ClickUp, and hit the limits of the native form view every week. It is now used by marketing, creative, IT, operations and facilities teams that run on incoming requests.

Native ClickUp Delivery

Each form points at its own ClickUp List. Submissions arrive as tasks with due date, start date, priority and assignee-ready detail.

One-Click Custom Field Import

Pull your ClickUp custom fields straight into the builder — dropdown and label options sync automatically, so answers always match.

PDF Brief on the Task

Every submission is rendered as a clean, branded brief and attached to the ClickUp task. No more digging through comments.

Advanced Conditional Logic

Show or hide questions and entire pages using and/or rules across multiple conditions, with a logic summary that flags broken references before you publish.

Multi-Page Request Builder

Real pages, half-width fields, matrices, NPS, fill-in-the-blanks — what you drag is exactly what your requester sees.

Shared Saylix Spaces

A Saylix Space holds your forms, page templates, branding and ClickUp connection. Invite Space members from Pro and standardize how requests enter ClickUp.

Your Brand, Not ClickUp's

Custom header banners, brand colors and public links you can send to clients or vendors without exposing your ClickUp Workspace.

Four steps from request to ClickUp task

01

Connect ClickUp

Authorize once, then choose the ClickUp Workspace, ClickUp Space and ClickUp List where submissions should be delivered.

02

Build the request

Drag fields, group them into pages, add conditional logic and your brand header.

03

Map the fields

Match questions to ClickUp custom fields, due date, start date and priority.

04

Work lands ready

A ClickUp task appears with fields filled and a PDF brief attached. Start working.

Put your ClickUp request intake on rails

Connect your ClickUp Workspace, pick a List, and send your first properly briefed request today. Free includes 1 published form, unlimited drafts and 100 submissions a month — invite Saylix Space members from Pro at $19/month. Prices in USD.