How to Create a Shared Google Drive Folder and Send an Email from a ClickUp Task Using Pabbly Connect

Learn how to automate creating a shared Google Drive folder and sending an email from ClickUp tasks using Pabbly Connect in this detailed tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

In this section, we will discuss how to set up Pabbly Connect to automate the process of creating a shared Google Drive folder and sending an email from a ClickUp task. First, access your Pabbly Connect dashboard by signing up for a free account through the link provided in the description.

Once logged in, click on the ‘Create Workflow’ button. Give your workflow a name, such as ‘ClickUp to Google Drive to Gmail,’ and click on ‘Create’. You will see two windows: the trigger window and the action window, which are essential for setting up your automation.

2. Connecting ClickUp to Pabbly Connect

To start the automation, we need to connect ClickUp to Pabbly Connect. In the trigger window, search for ClickUp and select it. Choose the trigger event as ‘New Task’ and click on connect. You will then need to add a new connection by providing your ClickUp API token, which you can find in your ClickUp account under the ‘Apps’ section.

• Access your ClickUp account and navigate to the profile settings.
• Copy the API token from the ‘Apps’ section.
• Paste the API token into Pabbly Connect and save the connection.

After saving, select the workspace, space, and list from which you want to retrieve the task details. Click on ‘Save and Send Test Request’ to capture the latest task details from ClickUp, which will be used in the next steps of the automation.

3. Creating a Shared Google Drive Folder

Now that we have the task details from ClickUp, we will create a shared folder in Google Drive using Pabbly Connect. In the action window, search for Google Drive and select it. Choose the action event as ‘Create Shared Folder’ and click on connect to link your Google Drive account.

• Select the shared drive where you want to create the folder.
• Map the folder name to the task name received from ClickUp.
• Click on ‘Save and Send Test Request’ to create the folder.

Once you receive a positive response, check your Google Drive to confirm that the new folder has been created with the task name. This step ensures that the folder is ready for sharing with the team member assigned to the task.

4. Sending Email from Pabbly Connect

After successfully creating the shared folder, we will now send an email with the task details and the shared folder link using Pabbly Connect. In the action step, search for Gmail and select it. Choose the action event as ‘Send Email’ and connect your Gmail account.

Map the recipient’s email address from the ClickUp task details. Set the email subject and body, including the task name and folder link. Click on ‘Save and Send Test Request’ to send the email.

Check your Gmail inbox to confirm that the email has been sent successfully. This email will contain all the relevant task details along with the link to the shared Google Drive folder, ensuring your team member has everything they need to get started.

5. Testing the Automation Workflow

Now that we have set up the entire workflow using Pabbly Connect, it’s time to test the automation. Go back to your ClickUp account and create a new task, assigning it to the same team member. Ensure the task has a title and description.

After creating the task, wait for a few minutes to allow Pabbly Connect to check for new tasks. Once the automation is triggered, a shared folder will be created in Google Drive, and an email will be sent to the assigned team member with the task details and folder link.

By testing this workflow, you will confirm that every time a new task is created in ClickUp, a corresponding shared folder is generated in Google Drive, and the assigned team member receives all necessary information via email. This automation streamlines your workflow and enhances team collaboration.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of a shared Google Drive folder and send an email from a ClickUp task. By following the steps outlined, you can streamline your workflows and improve team efficiency.

Utilizing Pabbly Connect for such integrations can save time and enhance productivity, allowing your team to focus on what really matters.