ClickUp + Connecteam
Create tasks in ClickUp for new form submissions in Connecteam
Easily manage your team's tasks with this Connecteam and ClickUp automation. Whenever a new form submission is made in Connecteam, a task is immediately created in ClickUp. This streamlines task management, ensuring every submission is quickly attended to, enhancing team productivity and efficiency.
Easily manage your team's tasks with this Connecteam and ClickUp automation. Whenever a new form submission is made in Connecteam, a task is immediately created in ClickUp. This streamlines task management, ensuring every submission is quickly attended to, enhancing team productivity and efficiency.
- When this happens...
New Form SubmissionTriggers when a new form is submitted. This trigger is in real-time (replaces the deprecated form submission trigger which was polling based).
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Triggers when tasks are added.
ActionWriteCreate a new record or update an existing record in your app.
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User Archived
Triggers when a user is archived
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Updated
Triggers when a user field was edited (real-time trigger).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Time ClockRequired
Assigned UserRequired
Timezone
Associated JobRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Scheduler
Time Clock
TitleRequired
Job Code
Description
Address
Users or Groups
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SchedulerRequired
Shift titleRequired
Color
Shift StartRequired
Shift EndRequired
Timezone
Is this an Open Shift?
Does this shift require admin approval?
Do you want to create the shift as a published shift?
Associated Job
Assigned Users
Location Address
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned user
Time ClockRequired
TimezoneRequired
Start TimeRequired
End TimeRequired
Associated JobRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
Title
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation (Team/Channel)Required
Sender (publisher)Required
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form IDRequired
Form Submission IDRequired
Manager FieldsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SchedulerRequired
Shift IDRequired
Shift Title
Shift Start
Shift End
TimeZone
Is this an Open Shift?
Does this shift require admin approval?
Do you what to create the shift as a published shift?
Associated Job
Assigned Users
Location Address
Notes
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob Name
Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your appForm IDRequired
User ID
Submission Start Date
Submission End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appTask BoardRequired
Label TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTask
Include subtask?
Fetch task data?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message TextRequired
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document name (title)
Subtitle
Markdown Content
Content
Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
CommentRequired
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
Custom task type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
ActionThis is an event a Zap performs.SearchFind existing data in your appCheck Plan Bandage
WorkspaceRequired
FieldRequired
ValueRequired
Include all shared items?
ActionThis is an event a Zap performs.SearchFind existing data in your app
New User
Triggers when a new user is added (real time trigger)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Archive by phone numberRequired
User ID
Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time ClockRequired
Assigned UserRequired
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Scheduler
Time Clock
TitleRequired
Code
Description
Color
Address
Qualified Users or Groups
TitleRequired
Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned Task BoardRequired
Assigned Users
TitleRequired
Task Labels
Task StatusRequired
Start TimeRequired
Due DateRequired
Description
Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Phone NumberRequired
User TypeRequired
Email Address
Send activation SMSRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Schedule IDRequired
Shift IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient UserRequired
Sender (publisher)Required
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
UserRequired
IndicatorRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assigned UserRequired
Policy NameRequired
BalanceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form NameRequired
Form Submission IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appScheduler IDRequired
Shift StartRequired
Shift EndRequired
Shift ID
Shift Title
Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSub-Job Title
Sub-Job ID
ActionThis is an event a Zap performs.SearchFind existing data in your appUser ID
Full Name
Phone Number
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your appReaction(s)
WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reaction(s)
WorkspaceRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
Checklist NameRequired
Checklist ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Thread
Include a link to this Zap?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Name
Content
Subtitle
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field nameRequired
Description
Required in tasks
Pinned
Visible to guests
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
List NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
StartRequired
EndRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Task NameRequired
Custom task type
Task Description
Markdown Content
Assignee Emails
Priority
Start Date
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Subtitle
DocumentRequired
PageRequired
Content
Content edit mode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Task by ID
Find an existing task by its ID.
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Space
Folder
List
Document nameRequired
Name match condition
Include archived documents?
ActionThis is an event a Zap performs.SearchFind existing data in your app
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