Automate ClickUp Tasks with Formstack Form Submissions Using Pabbly Connect

Learn how to automate ClickUp tasks from Formstack form submissions using Pabbly Connect with this detailed step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create ClickUp tasks using Formstack form submissions, the first step is accessing Pabbly Connect. This platform enables seamless integration between various applications, including Formstack and ClickUp.

Begin by navigating to the Pabbly Connect website. You can do this by typing ‘Pabbly.com/connect’ in your browser’s address bar. If you already have an account, simply log in. If not, you can sign up for free and enjoy 100 free tasks each month.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow something relevant, like ‘Formstack to ClickUp’. This name helps you remember the purpose of the workflow.

After naming your workflow, you will see two sections: Trigger and Action. The Trigger section is where you set up the event that starts the automation, while the Action section is where you define what happens as a result. In this case, the trigger will be a new form submission from Formstack.

• Click on the Trigger section and select Formstack.
• Choose the event ‘New Form Submission’.
• Connect your Formstack account to Pabbly Connect by authorizing the integration.

After setting up the trigger, you can test it to ensure it captures data correctly from Formstack. This is crucial for making sure your automation works as intended.

3. Setting Up Formstack for Submissions

With the trigger configured, it’s time to set up your Formstack form. Ensure your form includes fields for the necessary data, such as name, email, task name, and description. This data will be sent to ClickUp to create a task.

Once your form is ready, submit a test entry to see how it integrates with Pabbly Connect. For instance, you might fill in your name, email, a task name like ‘Pabbly Connect Integration’, and a description detailing the task.

• Fill in the form with test data.
• Submit the form and return to Pabbly Connect.
• Click on ‘Save and Send Test Request’ to capture the data.

After submitting the form, check Pabbly Connect to ensure that it has received the data correctly. This step verifies that your Formstack setup is working properly with the Pabbly Connect integration.

4. Connecting ClickUp to Pabbly Connect

After successfully setting up Formstack, the next step is to connect ClickUp to Pabbly Connect. In the Action section, select ClickUp and choose the action event ‘Create Task’. This will allow you to create a new task in ClickUp based on the form submission data.

To connect ClickUp, you will need an API token. Log into your ClickUp account, click on your profile icon, navigate to the Apps section, and copy your API token. Paste this token into Pabbly Connect to establish the connection.

Select the ClickUp action event ‘Create Task’. Paste your API token from ClickUp into Pabbly Connect. Map the fields from Formstack to ClickUp.

Mapping allows you to take the data from the Formstack submission and place it into the appropriate fields in ClickUp, ensuring that all necessary information is transferred correctly.

5. Finalizing the Integration and Testing

With both Formstack and ClickUp connected through Pabbly Connect, it’s time to finalize your integration. Ensure all fields are correctly mapped, including the task name, description, and any additional details you want to include.

After mapping the fields, click on ‘Save and Send Test Request’ to create a test task in ClickUp. Check ClickUp to confirm that the task has been created with the correct details. This test is crucial to ensure that your automation is functioning as expected.

Once you confirm that the task appears correctly in ClickUp, your integration is complete! You can now automate the process of creating ClickUp tasks whenever there is a new Formstack form submission, streamlining your workflow significantly.

Conclusion

In this tutorial, we explored how to automate the creation of ClickUp tasks using Formstack form submissions through Pabbly Connect. This integration enhances productivity by ensuring that every form submission is tracked and addressed efficiently. Start using Pabbly Connect today to simplify your workflows!