Zapier: An Automation Dream Come True
Life doesn’t have to be hard. In the world we live in, the idea of a faster, easier path saturates the market. Even the coffee sitting on my desk could be seen as part of this hunger for convenience; I didn’t grind the beans myself, after all.
Finding easier methods and time-saving skips isn’t a bad thing. The desire for efficiency without extra effort is incredibly useful in having a more productive day-to-day life. In fact, it’s what we were built on.
When it comes to programming, Zapier is here to make everything easier. By allowing you to integrate with the apps you regularly use, you can bring everything into one place inside ClickUp. This incredible automation supports ClickUp’s core mission to make the world more productive by removing friction caused by using so many different applications.
What’s even better? Now you can take full advantage of the power of programming with zero technical skills required!
Think of Zapier as the glue that connects ClickUp with 1,500+ tools. 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
A Zap is basically an automated process that you want to run over and over again between two online apps. 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 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.”
Check out some of these awesome Templates to help make your life a little easier.
- 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!
To learn more about connecting ClickUp to 1,000’s of other tools, check out this article.
To start using Zapier, sign up for an account!
Need help from a Zapier representative? Contact them here.