Think of Zapier as glue that connects ClickUp with 1,000+ tools, with zero technical skill required!
Zaps - workflows to automatic data transfers between applications - are super straightforward to set up, only taking about a minute to do so.
Set up a Zap
Each Zap is built by setting up an event in one of your apps - a trigger - that kicks off an event in another of your apps - an action - to complete the workflow.
This structure allows convenient flexibility in how you integrate ClickUp with the outside world. For example, a teammate changing a task's status to "Review" in ClickUp can trigger a message to your email address reminding you to take a look. Alternatively, the action of creating a task in ClickUp can be triggered by events in other apps, such as comments being posted to a Slack channel dedicated to client complaints.
You can configure Zaps to your liking. For example, I could update these Zaps to accomplish the following:
“For each Google Form submission, create a task in ClickUp with form contents in the description”
“If Zeb emails me, create a task in ClickUp with the email's subject line as the task title, the content as the description, and me as the assignee.”
Visit the "Make a Zap!" page to get started
Authenticate your ClickUp account, as well as the app you're integrating with
Choose your trigger settings
Now, link that trigger to an action
When tested, name your Zap and turn it on!
When a task changes (Status, Assignee added, Priorities, Tag added)
When a new task is created
When a new List is created
When a new Folder is created
Create a new Task
Create a new Folder
Create a new List
Add time tracked to a task
Post a comment to a task
Post an attachment to a task
Post a checklist to a task
Post a subtask to a task
Create ClickUp tasks
Create Google Calendar events
Email tasks to ClickUp
Create ClickUp tasks when you tag an email
Also includes help-desk applications like Front and Helpscout
Bitbucket: Add new BitBucket issues to ClickUp as tasks
Gitlab: Add new Gitlab issues as ClickUp tasks
The Zapbook of all templates created by Zapier users is found here!
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