ClickUp + Indy

ClickUp + Indy integrations

Create new tasks in ClickUp from new form responses in Indy

Streamline your workflow efficiency by connecting Indy and ClickUp. Whenever a new form response is received in Indy, a task is instantly created in ClickUp. This automation reduces manual data entry and ensures all responses are tracked and actioned effectively in your preferred project management tool. Make your workflow seamless and productive with this efficient integration.

When this happens...
New Form ResponseTriggers when a new form response arrives.
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with Indy and ClickUp

Discover other triggers and actions you can use with Indy and ClickUp

Client Created
Triggers when a new client is created.
Trigger
Instant
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Contract Viewed
Triggers when a contract is viewed.
Trigger
Instant
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Deposit Paid
Triggers when an invoice deposit is paid.
Trigger
Instant
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Invoice Viewed
Triggers when an invoice is viewed.
Trigger
Instant
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Deliverable Created
Triggers when a deliverable is created.
Trigger
Instant
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Project Marked Done
Triggers when a project is marked done.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed.
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search

Contract Signed
Triggers when a contract is signed.
Trigger
Instant
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- Form
  Required
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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Deliverable Marked Done
Triggers when a deliverable is marked done.
Trigger
Instant
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Project Created
Triggers when a project has been created.
Trigger
Instant
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Proposal Approved
Triggers when a proposal is approved.
Trigger
Instant
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Task Marked Done
Triggers when a task is marked done.
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

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About Indy

Indy is a productivity platform that helps you manage your freelance business through marketing, workflow, and payment tools.

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