About TickFlow
What TickFlow is, who it is built for, and how it differs from a traditional helpdesk.
What is TickFlow?
TickFlow is a client support portal purpose-built for teams that already run on ClickUp. It gives every one of your clients a clean, branded place to submit and track support tickets, while your team continues to triage, assign, and resolve those tickets entirely inside ClickUp. There is no second helpdesk to learn, no email chaos, and no duplicate work — every ticket is a real ClickUp task with two-way sync.
Who is TickFlow built for?
TickFlow is built for software agencies, SaaS teams, in-house IT departments, MSPs, design studios, marketing agencies, and any team that already manages internal work in ClickUp and needs a polished, professional way for external clients to send issues, requests, and questions. It works equally well for a single-product startup with a handful of customers and an agency juggling many retainer clients on separate subdomains.
How is TickFlow different from Zendesk, Intercom, Freshdesk, or HubSpot Service Hub?
Traditional helpdesks force your team to leave the tool they already use (ClickUp) and adopt a second system of record. TickFlow does the opposite: clients get the polished portal they expect, but your team works in ClickUp the way they always have. Tickets are first-class ClickUp tasks, not a parallel database that drifts out of sync. There is no per-agent seat tax, no separate inbox, and no duplicate work copying status updates from one tool into another.
Do I need to replace ClickUp to use TickFlow?
No. TickFlow extends ClickUp — it does not replace it. Your existing lists, statuses, custom fields, automations, ClickBots, time tracking, dashboards, and team workflows all keep working exactly as they do today. TickFlow simply adds a client-facing layer on top.
Is TickFlow a hosted SaaS product?
Yes. TickFlow is a hosted, multi-tenant SaaS product available at tickflow.co. There is nothing to install or maintain on your servers. Each of your clients gets their own subdomain (acme.tickflow.co) and a fully branded portal.
ClickUp integration
How the ClickUp sync works, what it covers, and what stays bidirectional in real time.
How does TickFlow connect to my ClickUp workspace?
You connect your ClickUp workspace in about two minutes. You pick the workspace, the space, and the support list where new client tickets should land. From that moment on, every ticket submitted by a client through their portal or the browser extension automatically becomes a ClickUp task in that list.
Is the sync one-way or two-way?
Two-way. When a client submits a ticket, a ClickUp task is created. When your team updates the status, leaves a comment, changes the assignee, or resolves the task in ClickUp, the client portal reflects it in real time. When the client replies on the portal, the comment lands on the ClickUp task. Your team never has to leave ClickUp to keep the client up to date.
All ticket data is stored in ClickUp — ClickUp is the single source of truth, not TickFlow. TickFlow is the client-facing layer; everything of record lives in your ClickUp workspace.
Which ClickUp fields are mapped?
Out of the box: title, description, status, priority, due date, tags, attachments, and comments. Custom field mapping — letting you map TickFlow ticket fields to your own ClickUp custom fields — is coming soon.
Can I use my existing ClickUp statuses?
Yes. TickFlow respects your list's existing statuses (Open, In Progress, Waiting on Client, Resolved, Closed, or whatever your team uses) and shows them on the client portal with friendly labels and colors you control. You do not have to invent a new status scheme just for support.
How do tickets from different clients stay separated in ClickUp?
Every ticket lands in the same support list, but each one is auto-tagged with a unique tag identifying the client it came from (acme, helio, datadrive, and so on). You filter, group, sort, and report on those tags inside ClickUp the way you already work with tags today — no separate list per client to maintain.
How does auto-assignment work?
TickFlow creates a real ClickUp task in your support list, tagged with the client identifier. From there, auto-assignment, routing, and triage are handled by your existing ClickUp automations and ClickBots, exactly the way your team has already configured them. Nothing new to learn and nothing to duplicate.
What if my ClickUp workspace already has thousands of tasks?
TickFlow only watches the support list you explicitly connect. It will not import or scan unrelated tasks, projects, or spaces. The integration is scoped exactly to where client support work belongs.
Branded client portal
What clients see, how it is branded, and how access works.
What does the client portal actually look like?
It is a clean, modern web app at a subdomain you control (for example, acme.tickflow.co). Clients see a list of their tickets, the status of each, recent comments from your team, and a single '+ New Ticket' button. There is no ClickUp branding, no internal task IDs, and no exposure of your team's internal workflow.
Can I brand the portal as my own product?
Yes. You upload your logo, set your primary brand color, and choose your subdomain. The portal's nav, login screen, transactional emails, and ticket detail pages all use your brand — clients experience it as your support portal, not a third-party tool.
Can each of my clients have a separate, isolated portal?
Yes. Every client gets their own subdomain and only sees their own tickets, their own teammates, and their own attachments. Even though tickets all live in a single ClickUp support list on your team's side, each client's portal is fully isolated by their unique tag — there is no cross-client data leakage at any layer of the stack.
How do clients log in?
Passwordless. Clients sign in with a one-click magic link sent to their email — no passwords to remember, no resets to manage, no shared credentials to revoke. You can also send invite links so a client is auto-provisioned the first time they click through.
Do clients need a ClickUp account?
No. Clients only ever interact with the TickFlow portal. They never see ClickUp, never need a ClickUp account, and never need to learn your internal workflow. The ClickUp side of the workflow is entirely invisible to them.
Browser extension & screenshots
How clients capture issues without leaving the page they were on.
What does the browser extension do?
The TickFlow browser extension lets a client report an issue directly from the page they were on, with a full-page screenshot, screen recording, and audio — plus the URL, the browser, and the OS captured automatically. They can annotate the screenshot (arrows, boxes, blur sensitive data) and send it as a ticket without ever leaving the page.
Which browsers are supported?
Chrome, Edge, Brave, and other Chromium-based browsers are supported today. Firefox and Safari are on the roadmap.
Does the extension capture data automatically in the background?
No. Screenshots and recordings are taken on-demand by the client clicking the extension icon — never in the background, never automatically. The client also previews and can blur regions of the screenshot before sending.
Is the browser extension intended for my internal team?
No. The TickFlow browser extension is designed for your clients, not your internal team. Your team should continue using ClickUp directly — use the ClickUp extension or ClickUp's native features to add or update tasks with the appropriate client tag on the support list. Those changes will reflect automatically in TickFlow.
Tickets & conversations
How tickets flow, how clients and your team communicate, and how status changes propagate.
How does a ticket actually flow through TickFlow?
A client clicks '+ New Ticket' in their portal (or the extension), fills out a short form with title, description, severity, and optional attachments. TickFlow creates a ClickUp task in your support list and tags it with the client identifier. Your team's existing ClickBots and ClickUp automations take it from there. Every status change or public comment in ClickUp flows back to the client portal in real time.
Can clients reply with attachments?
Yes. Clients can attach images, screenshots, PDFs, logs, videos, and other files to the original ticket or to any reply. Attachments sync to the ClickUp task so your team sees them in context.
Can my team have private internal comments?
Yes — but a comment must be explicitly marked as INTERNAL in ClickUp to stay private. Any comment that is not marked internal is treated as a public reply and will sync to the client portal. Make sure your team marks comments as INTERNAL when they should not be visible to the client.
How does the client know their ticket has been updated?
The portal reflects every public ClickUp update in real time — status changes, replies, and assignee changes all appear automatically. For email notifications, those should be triggered directly from ClickUp using email templates or ClickBots, rather than relying on TickFlow to send them.
What happens to a ticket after it is resolved?
Resolved tickets remain visible in the client portal so the client (and their teammates) can reference past issues, look up resolutions, and reopen if the issue returns. Reopening a ticket reopens the underlying ClickUp task and re-notifies your team.
Pricing & plans
How TickFlow is priced, what the free trial includes, and what changes between plans.
Is there a free plan or trial?
Yes. Every team can start free, connect a ClickUp workspace, brand their first portal, and process real tickets without entering a credit card. The free plan is intended for small teams getting started.
How is TickFlow priced?
TickFlow is priced by client portal count and active tickets per month, not by your internal team size — there is no per-agent seat tax. Your whole ClickUp team can resolve tickets without each adding a paid seat. Detailed plan pricing is on the pricing page.
Do you charge per ClickUp user?
No. You can have ten people in your ClickUp workspace or a hundred — TickFlow does not charge per ClickUp user. We only count client portals and tickets, which is what scales with your real business.
Are there any hidden fees?
No. Branded portals, the browser extension, two-way ClickUp sync, attachments, and real-time updates are included on every paid plan.
Can I change plans later?
Yes. You can upgrade or downgrade at any time. Upgrades take effect immediately; downgrades take effect at the start of the next billing cycle.
Setup, onboarding & migration
How long it takes to get live and what migrating from another helpdesk looks like.
How long does it take to get TickFlow running?
Most teams accept their first client ticket within 15 minutes: sign up, connect ClickUp, pick a list, brand the portal, invite a client. Full rollout across multiple clients with custom subdomains typically takes a single afternoon.
Can I migrate tickets from Zendesk, Freshdesk, Intercom, or HubSpot?
Yes — import your historical tickets directly into ClickUp (most helpdesks support CSV export) and tag them with your client identifiers. Because TickFlow reads directly from ClickUp, those tickets will appear in the portal automatically. There is no separate migration process for TickFlow itself.
Will my team need training?
Almost none. Because your team continues to work entirely in ClickUp, the only new thing they need to know is 'tickets show up in the support list tagged by client, and replying here is visible to the client.' Most teams are productive on day one.
Do you offer onboarding support?
There is no formal onboarding program. If you have questions or run into any issues, email us at support@tickflow.co and we will help you get sorted.
Reporting & analytics
What insight you get out of the box and what stays in ClickUp.
What reports come built in?
Ticket volume, average first-response time, average time-to-resolution, ticket aging, and breakdowns by client tag, severity, and assignee. All filterable by date range. Deeper analysis stays in ClickUp — every ticket is a real ClickUp task, so the dashboards your team already built keep working.
Note: analytics is still in early stages and we are actively expanding what is available.
Can clients see their own analytics?
Yes. Each client can view their own ticket volume, average resolution time, and current open ticket count from their portal. Per-client read-only dashboards are useful for QBRs and weekly status calls.
Please note that client-facing analytics is still in early stages — we are working to expand the available metrics and views.