Automatically Create ClickUp Tasks from Typeform Submissions Using Pabbly Connect

Learn how to automatically create tasks in ClickUp from Typeform submissions using Pabbly Connect. This detailed tutorial covers all steps and integrations. 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 tasks in ClickUp from Typeform submissions automatically, you first need to access Pabbly Connect. This powerful automation tool allows you to integrate various applications seamlessly.

Start by visiting the Pabbly Connect website at Pabbly.com/connect. Here, you can sign up for a free account, which grants you 100 free tasks each month to practice your automation skills. Once you have signed up, log in to your account.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to start.

• Select the ‘Beta’ workflow builder for a modern experience.
• Name your workflow, for example, ‘Create ClickUp Task for Typeform Leads.’
• Choose the folder where you want to save this workflow.

Once you’ve set up your workflow, click ‘Create’. You will now see the option to add a trigger, which is essential for setting up your automation.

3. Setting Up the Trigger with Typeform

In this step, you will configure the trigger to initiate the workflow when a new Typeform submission is received. Select Typeform as your trigger app in Pabbly Connect.

Choose the event as ‘New Entry’ and then connect your Typeform account. You will be prompted to allow access to your Typeform data. After successful connection, select the specific form you want to monitor for new submissions.

4. Configuring Action to Create a Task in ClickUp

After setting up the trigger, you will need to add an action step to create a task in ClickUp. Search for ClickUp in Pabbly Connect and select it as your action app.

• Choose the action event as ‘Create Task’.
• Connect your ClickUp account using the API token from your ClickUp settings.
• Fill in the necessary fields like task name, description, and other details using the data from Typeform.

Mapping these fields is crucial as it allows the task to be dynamically populated with information from the Typeform submission.

5. Testing the Integration

Once you have completed the setup, it’s time to test your integration. Submit a new entry in your Typeform to see if a task is created in ClickUp automatically through Pabbly Connect.

Check your ClickUp account to verify that the task appears with all the details filled in from your Typeform submission. This step confirms that the automation works as intended and saves you from manual task creation.

Conclusion

Using Pabbly Connect, you can effortlessly automate task creation in ClickUp from Typeform submissions. This integration streamlines your workflow and enhances productivity, allowing you to focus on more important tasks.