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4 ways to automate ClickUp with Zapier

By Wren Noble · July 5, 2023
Hero image with the ClickUp logo connected by dots to the logos of GitHub, Typeform, and Gmail

Task trackers and to-do apps are some of the most important apps we use at work. They organize our key tasks and help motivate us to get them done, keep complex projects and shared work on track, and are lifesavers for the absent-minded. 

One of ClickUp's core functions is to organize and simplify your to-dos so your team can stay on top of business-critical work. But you'll inevitably need to add information from your other apps or send information from ClickUp to your other tools to get things done.

Automation connects your ClickUp task list to those other apps instantly and seamlessly, so you can consolidate your tech stack and ensure you never miss a detail. 

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Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Create ClickUp tasks from other apps

There's no need to manually add tasks to ClickUp from all your other apps if you're using ClickUp to track your own work or as your team's project management software. Use Zaps—Zapier's automated workflows—to easily create tasks from your forms, calendar, email, chat app, or spreadsheets.

Automating the creation of tasks from these apps helps ensure you don't miss important tasks, no matter how many different channels you're using for a project.

From forms

You don't want to miss any of the information or important follow-ups you get through your form-builder apps. You might use forms to engage with leads, gather client information, or get communications from within your own company. Automation adds every new form response directly to your task list.

Create ClickUp tasks from new Typeform entries

Create ClickUp tasks from new Typeform entries
  • Typeform logo
  • ClickUp logo
Typeform + ClickUp

From calendar events

Do you need to follow up on new invitees for a calendar event, prep for upcoming meetings, or simply track your schedule in your project management app? Use these automated workflows to add all the important information from your calendar directly to your to-do list.

From email or a chat app

A lot of our most urgent tasks come from our email or chat apps. Use automation to instantly add any important communications to your task list. You can set a Zap so that emails are added as tasks when you star them in your email app. You can also simply add new inbound emails or Slack messages in specific channels to your task list automatically.

From a spreadsheet or database app

We often use spreadsheets to track or log the progress of a project. Automate your spreadsheets so that you have new tasks created every time one of your project spreadsheets is updated. You can also use a Zap to add follow-up tasks to your list when your colleagues or clients add new rows to a spreadsheet or records to a database.

Send notifications for tasks

You often need to keep collaborators informed of project progress or let them know when you've set, changed, or completed a specific task. By automatically sending a notification when you change the status of a task in ClickUp, you can easily keep teammates in the loop without any extra effort. Keep projects on track across teams or easily pass the baton to the the next person with one of these Zaps:

Add tasks to other to-do or task apps

If you need to automatically add ClickUp tasks to other to-do lists or task apps, you can do that too. These Zaps are helpful for keeping different task lists reliably in sync.

These workflows will be especially helpful if you're working with teams, clients, or individuals that use a different task management app. Automatically adding your new tasks to their list keeps everyone on the same page without having to fight over tools. 

Freelancers can also use these workflows to consolidate their client's tasks in their own list.  But they're also perfect for anyone who wants to share tasks between a work list and their personal task tracker. 

Use webhooks with ClickUp

If you need even more flexibility with your ClickUp workflows, a webhook may do the trick. 

Creating a Zap that uses webhooks will help you connect to apps that Zapier doesn't currently integrate with. It also makes it possible for you to connect your ClickUp account to any proprietary software you or your clients are using. With webhooks, your automation possibilities are endless.

Manage your projects more thoroughly with automation

The biggest thing you need from your productivity apps is thoroughness. You need to know that you aren't missing a single task or failing to follow up on any important pieces of your project. Automation makes your ClickUp account infinitely more useful by ensuring you and the people you're working with always have the information you need.

This article was originally published in September 2020, written by Krystina Martinez. It was updated in July 2023 by Wren Noble.

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'