As longtime Zappers, we’re extremely excited to integrate with Zapier – connecting ClickUp with over 1,000 apps!
If you’re familiar with Zapier, you know you can create practically any integration with two or more of the apps in their repository.
This means you can now connect and customize integrations with ClickUp and over 1,000 other apps around the worldwide. Let’s jump into some major use cases..
The Value of Zapier + ClickUp
There are a TON of valuable use cases, but I wanted to focus on some of our most requested features that are easily accomplished with a quick Zap!
Email Task Creation
Zapier automatically takes any email sent to the address they’ll create for you and converts it into a task within ClickUp. This is huge for any sort of action required email such as a bug reported by a client or simply a personal email you need to address later. Using the Zapier template we built to make things even easier, any received email will take the subject line and use that as the task’s title and from the body of the email it will add that content into the Task description. But that’s not all! There are tons of additional variables you can map from email details into the task. You can:
- Automatically have each task created via email set to a certain status
- Have tags
- Include attach images from the email as task attachments
- Auto assign a team member
- Set a priority
- Set a due date
To set up this powerful email integration, simply:
1. Select the Zapier Email app from the catalogue or use our pre-constructed template here!
2. Create an email address within Zapier that you’ll use to forward emails to that will be turned into tasks
3. Specify the action, which will be to create a task within ClickUp using the contents of the received email
4. Now comes the fun part. We can customize how the new tasks will be created starting with where the task will be sent within our platform: Account > Team > Space > Project >List > Task.
Taking this even further, if you only want a new task to be created when you star or tag an email, that can also be done as well. We even have templates created for these!
Slack Messages and ClickUp Tasks
We have a native integration with Slack with excellent abilities such as creating and editing ClickUp tasks from Slack. We consider this integration a necessity, however, Zapier adds to the functionality by connecting tons of other tools we use.
Here’s a great example. At ClickUp, to speed up our bug resolution process, we utilize the Slack + ClickUp Zap! We set up automatic messages from ClickUp to Slack when a task has been moved to the ready status in ClickUp. Any time a bug reported by a client has been fixed, it will automatically send our customer service team this Slack message with a link to the hotfix task. When combined with our native integration, that message will also unfurl the details of the task so you can manage it within Slack.
There are tons of other actions and triggers provided with Zapier’s Slack app. For example, you can use our templates to create new ClickUp tasks whenever a message in Slack is starred, posted in a specific channel, or mentions you.
As with any Zap, you can also send tasks with specific parameters to slack as new messages. Perhaps you want to know about any task tagged with “Wes” – create a notifications channel in Slack and send new tasks to it with Zapier!
But, that’s not all you can do with Slack and ClickUp! Check out more here.
I can not wait for you to start using this one. Every time a new event is created on our team’s Google Calendar, a task is created in ClickUp with our operations team as assignees.
We get event details in the description, start and due dates based on event times, and priorities determined by event importance.
We also have a Zap to send new events to Google Calendars when a due date is added to a task containing the tag “event.”
These are a must.
Another incredible functionality we take advantage of within Zapier is webhooks, which allow us to send any URL with a custom payload of information pulled from new tasks created, tagged, or assigned. This means we can send task information to an infinite number of destinations.
Zapier also provides a Zap URL to receive webhooks and helps handle the information to easily create Tasks in ClickUp based on payload contents. We also created a Zap template to map all kinds of information to task fields with webhooks!
How to use Zaps with ClickUp
- Templates are essentially pre-built layouts for popular Zaps in the community
- They’ll help you get set up, but you can always tweak them later if interested
- Search the Zapbook for ClickUp and select the app to reveal popular templates
- When you find one you like, click “Use this Zap” to get started
- This takes you to the Zap Editor so you can authorize your apps and customize to your preference
- Now you only need to follow the simple steps, test the Zap, and enable!
- Choose your trigger app
- This could be ClickUp, but it could also be an app that you want to send information to ClickUp
- Either way, this is the app that starts the process.
- Choose the trigger
- Ex: “New task created”
- Connect to your app
- Choose your action app
- We’re going to tell the Zap exactly what to do with that trigger
- Can be the same app or, more commonly, a new one
- Choose the act
- Ex: “Create a new Project”
- CUSTOMIZE YOUR OPTIONS!
- How do you want to handle the data from the Trigger?
- Click on the `+` sign on the right side of every field to tell the Zap what data to pull in from the Trigger step
- You’ll want to choose data points that most closely match the field in your Action app
- Name and save your Zap
- Don’t forget to toggle the On/Off button to “On”
- Your Zap will now run until you turn it off!
Need help getting started from your ClickUp account? Check out our documentation here!
Not quite sure what you’re looking for? Hop on over and browse hundreds of ClickUp Integrations on Zapier.