Automatically Create ClickUp Tasks from Typeform Responses

Learn how to automatically create ClickUp tasks from Typeform responses using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automatically create ClickUp tasks from Typeform responses, you first need to access Pabbly Connect. Start by opening a new tab and entering the URL Pabbly.com/connect.

Once on the Pabbly Connect homepage, you will see options to either sign in or sign up for free. If you are new, select the ‘Sign up free’ option to create an account. Existing users can simply click on ‘Sign in’ to access their account and begin creating automation.

2. Creating a New Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly apps page. Here, select Pabbly Connect to create a new workflow. Click on the ‘Create Workflow’ button, where you will choose to create from scratch.

In the workflow builder, you will need to name your workflow. For this tutorial, name it ‘Create ClickUp Task for Typeform Leads’. After naming, click the ‘Create’ button to proceed to the workflow interface.

• Select the trigger app as Typeform.
• Choose the event as New Entry.
• Connect to your Typeform account.

By following these steps, you have successfully set up the trigger for your automation in Pabbly Connect.

3. Configuring the Typeform Trigger

With the trigger app selected, you will now configure the Typeform trigger in Pabbly Connect. First, select your specific Typeform from the dropdown list where you will receive the leads.

Next, set the response format to ‘Simple’ and click on ‘Save and Send Test Request’. This action prompts Pabbly Connect to wait for a webhook response, which requires you to submit a new entry in your Typeform.

• Enter a first name, last name, email, and phone number in your Typeform.
• Click the submit button to send the data.
• Return to Pabbly Connect to verify the data has been fetched.

Once you have submitted the new entry, you will see the response details appear in Pabbly Connect, confirming that the trigger is configured correctly.

4. Setting Up ClickUp Action in Pabbly Connect

Now that the Typeform trigger is working, it’s time to set up the action app, which is ClickUp in this case. In Pabbly Connect, click on ‘Add New Action Step’ and search for ClickUp.

Select the action event as ‘Create Task’ and click on ‘Connect’. You will be prompted to enter your ClickUp API token, which can be found in your ClickUp account settings under the API section. Copy this token and paste it in Pabbly Connect.

Select your workspace, space, folder, and list in ClickUp. Map the task name using the lead’s first and last name from Typeform. Fill in the task description and other relevant fields.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to send a test task to ClickUp. Verify the task has been created successfully in your ClickUp account.

5. Conclusion: Automate Your Workflow with Pabbly Connect

By following these steps, you can efficiently automate the process of creating ClickUp tasks from Typeform responses using Pabbly Connect. This integration not only saves time but also enhances productivity by eliminating manual entry.

Start using Pabbly Connect today to streamline your workflows and create more automations that fit your business needs. If you have any questions or need further assistance, feel free to reach out for support.