Connect ClickUp: send a client with one status change

If your team tracks clients in ClickUp, you don't have to retype them. Connect your workspace once; from then on, moving a task to a status like Send to HiveMarket brings that client (and their authorization) into HiveMarket, and HiveMarket writes updates back onto the task.

What you need in ClickUp

• One list where each task is one client. The task name is the client's name ("Chaim Friedman" or "Friedman, Chaim").
• Custom fields for what HiveMarket should know: CIN, phone, address (a Location field or plain text), date of birth, which grocery, and for the authorization — program, weekly amount, start date, end date, food type. Any you don't have are simply left blank.
• The trigger: either three task statuses (*Send to HiveMarket*, *In HiveMarket*, *Needs a fix*) or a dropdown field with those three options. HiveMarket sets it back to *In HiveMarket* or *Needs a fix* when it's done.
• Fields for what comes back (optional): for example a URL field "HiveMarket", a date field "Last delivery", a money field "Total billed", a dropdown "HM order status".

Exact words HiveMarket understands

• Program dropdown options must match your program names exactly, e.g. *Food prescription box*, *Medically tailored meals*, *Weekly meal plan*, *Cooking supplies & appliances*. You may fold the food type into the same option: *Medically tailored meals (grocery)* or *Medically tailored meals (cooked)* — then you don't need a separate Food type field. Make it a Labels field (not a dropdown) if a client can have more than one program at once — tick two labels and HiveMarket creates two authorizations, e.g. the meals one and the appliances one.
• Food type (only if kept separate): *Grocery* or *Ready-made*.
• Deactivate in HM (optional fourth state on your trigger): setting a task to it marks the client inactive in HiveMarket — no new orders, history kept. Setting it back to *Send to HiveMarket* reactivates them. Handy with a ClickUp Automation: "when status changes to Closed → set HiveMarket to Deactivate in HM".
• Which grocery: the store's name as it appears in HiveMarket (a short form like "Parkville" works when only one store matches).
• Dietary needs (labels or text): kosher, halal, gluten-free, dairy-free, nut allergy, diabetic, low sodium, vegetarian. Other words are kept in the client's notes.
• Phone: a full 10-digit US number. One phone is enough.
• Dates: ClickUp date fields, or text like 9/1/2026.

Connecting (about 10 minutes)

1. In HiveMarket, go to Settings → ClickUp and click Connect with ClickUp.
2. ClickUp asks you to approve HiveMarket — pick the workspace your clients are in and approve. You're back in HiveMarket in a few seconds; nothing to copy. (If you'd rather, "Prefer to paste an API token?" still lets you paste a personal token — one token can serve several apps, just never click Regenerate.)
3. Pick the list, then choose how you send a task: a status change, or a dropdown field. Pick the three states.
4. Check the field mapping — HiveMarket guesses from your field names. Map the values you want written back, too.
5. Click Turn on. That's it — nothing else to set up in ClickUp. (If you'd rather use a ClickUp Automation, the page shows the webhook URL to paste into a "Call webhook" action.)

Using it every day

• Fill in the task, then set it to *Send to HiveMarket*. Within a few seconds it changes to *In HiveMarket* with a comment: "Added to HiveMarket … Open in HiveMarket: …".
• If something is missing, it changes to *Needs a fix* with the reason ("the start date is missing"). Fix it and set it to *Send to HiveMarket* again.
• To renew an authorization, update the amount or dates on the task and send it again — HiveMarket updates the existing authorization, it never creates a second one.
• Two tasks for the same person? HiveMarket matches by CIN. A task with the same name but no CIN is never merged automatically — it asks you to add the CIN first.

What HiveMarket writes back

Whatever you mapped: the client's HiveMarket link, status, current authorization, last order and delivery, orders in the last 4 weeks, total billed, the last invoice, weeks with no delivery, and this week's bill — the latest delivered week's claim for this person (the amount to bill), the most the authorization allows for that week, and which week it is (its Sunday). Those order, delivery and bill values describe the client's food program only; a cooking supplies & appliances authorization reports on its own three values — order status, delivery date, and amount to bill — so the two are never mixed on one field. Updates land within a few minutes of anything changing. Diets, dates of birth, and medical details are never written to ClickUp.

A billing view in ClickUp: create three fields on the list — a Currency field "HM bill this week", a Currency field "HM max this week", and a Date field "HM bill week" — map them under *Back to ClickUp* on Settings → ClickUp, then make a List view that shows those columns. The billing representative sees, per client, the week and the amount to bill; the fields move on their own as each week's deliveries are recorded.

Prefer a ClickUp Automation?

The settings page also shows a webhook URL. Add an Automation on the list — *when status changes to "Send to HiveMarket" → Call webhook* — and paste the URL. It works exactly the same way.