The request-intake layer for ClickUp

Every detail of the request, captured once — and sent to ClickUp

Saylix is the request-intake layer for ClickUp: structured, advanced request forms in a shared Saylix Space, so every ClickUp task arrives execution-ready and nobody has to ask twice.

ClickUp integration

  • Connect your ClickUp Workspace once and route each form to its own ClickUp List
  • One-click import of ClickUp custom fields into the builder
  • Dropdown and label options sync automatically from ClickUp
  • Map native ClickUp fields: due date, start date and priority
  • Branded PDF brief generated per submission and attached to the ClickUp task
  • Per-field retry so one unsupported ClickUp field never fails the whole delivery
  • Requesters never need a ClickUp seat

Build

  • Drag-and-drop canvas that matches the live form exactly
  • Twenty-plus question types, from short text to matrix, NPS and fill-in-the-blanks
  • Half-width fields for side-by-side layouts
  • Multi-page forms with drag-to-reorder page pills and merge actions
  • Centralized template control: Space Admins update shared page templates centrally, keeping recurring request structures consistent across forms
  • Undo, redo and background autosave

Control

  • Advanced conditional logic on individual questions and on whole pages
  • And/or connectors for multi-condition rules
  • Selection limits on checkboxes, plus an automatic 'Other' field
  • Required-by-default questions and clear validation messages
  • A logic summary tab that explains every rule in plain English and flags broken references

Saylix Spaces & collaboration

  • A Saylix Space keeps forms, page templates, branding and the ClickUp connection in one place
  • Invite Saylix Space members by email from Pro — 3 on Pro, 5 on Team, 15 on Business
  • Shared page templates on Pro; a centrally managed shared Space template library on Team
  • Form ownership, ownership transfer, folders and version history on Team
  • Admin-managed and locked master templates, plus 3 Saylix Spaces, on Business
  • Free is a single Saylix Space owner: full workflow, 1 published form, unlimited drafts

Brand

  • Solid, gradient, angled-block or image header banners per form
  • Form name and description rendered in the banner with automatic contrast
  • Consistent Title Case formatting and clear, unambiguous date display
  • Public links you can send to clients or vendors without exposing your ClickUp Workspace

Ready to see it on your own brief?

Open the app