Are you curiously want a way through which you can easily create ClickUp task from new Calendly invitee? If yes, then stay with us as in this blog we will guide you to the step by step procedure to integrate Calendly and ClickUp using Pabbly Connect.

Create ClickUp Task from New Calendly Invitee

Basically, Pabbly Connect is an automation and integration tool which allows you to transfer data between numerous application in a few clicks.

But before getting into the whole procedure let’s first understand a bit about the services that are involved in the workflow. Calendly is an automated scheduling tool used by business personalities to book meetings, schedule events, and much more in advance. Whilst, ClickUp is an all-in-one cloud-based project management tool that offer features like reminders, goals, calendars, chat, scheduling, assigned comments, custom views, & more.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect

Since there is no direct integration between both of these software. Thus, integrating these two services via Pabbly Connect can help you in such a way that whenever a new invitee is created in Calendly then automatically create a task in ClickUp.

You can also refer to the below video to easily understand the workflow-

Furthermore, we’ve attached a predefined template for this integration to help you begin the integration more-quickly. You can strike the ‘Use Workflow’ button below to get started. Also, you can go to the Marketplace & look for more apps/integrations.

Create ClickUp Task from New Calendly Invitee Workflow

Apart from this integration, Pabbly Connect offers using many remarkable features even in the free plan such as routers, formatters, instant triggers, multi-step calls & support thousands of app integrations.

Now, let’s dig into the step by step procedure to integrate Calendly and ClickUp automatically.

Step 1: Sign up to Pabbly Connect

Sign Up

Visit the official website of Pabbly Connect & then hit the ‘Sign-Up Free‘ button. Next, on the registration page signup using an existing Google account or manually fill the form.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

After signing up successfully, click the ‘Access Now’ button as shown in the above image.

Step 3: Workflow for Calendly with ClickUp Integration

(a) Start with a New Workflow

Create New Workflow

Start with creating a workflow to create ClickUp task from new Calendly invitee & to do this push the ‘Create Workflow’ button first.

(b) Name the Workflow

Calendly to ClickUp Integration

Now, you need to name the workflow just like in the above-shown image. I named the workflow ‘Calendly to ClickUp’, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Calendly to ClickUp Integration

As soon as you are done naming the workflow, you will have to select the application you want to integrate. Pabbly Connect allows you to connect unlimited premium apps, create your free account now.

(a) Select Application you Want to Integrate

Select Calendly for Calendly to ClickUp Integration

Now, you have to select the application that you want to integrate. In this case, we are choosing ‘Calendly’ for integration. In the method section, select ‘Invitee Created’.

(b) Click Connect Button

Connect with Calendly

After selecting the application, now you have to click on the ‘Connect with Calendly’ button just like in the above-shown image to take further the integration process.

(c) Login to Calendly Account

Login to Calendly for Calendly to ClickUp Integration

In order to connect Calendly to Pabbly Connect, you gotta copy the API key for which you have to log in to your Calendly account.

(d) Click on Integrations

Click on Integrations

Once you are logging to your Calendly account, tap on the ‘Integrations’ option at the top.

(e) Copy the API Key

Copy the API Key

Further, it will give you two options either copy the API key appearing on the dashboard or regenerate the key as per your need. Simply copy the key.

(f) Paste the API Key

Paste API Key

Now, move back to the Pabbly Connect dashboard and paste the copied API Key. Further, click on the ‘Save’ button.

(g) Save and Send Test Request

Save and Send Test Request

Once you clicked on the Save button, you will see ‘Save and Send Test Request’ button, click on it and you will get the details of the last created invitee but we don’t need it. So, we will create a new meeting.

Step 5: Create a Test Meeting

Now, we have to create a test meeting to check whether the integration is capturing data or not.

(a) Capture Webhook Response

Capture Webhook Response

After you got the response, you will see ‘Capture Webhook Response’ button click on it to get the response for the newly created invitee.

(b) Go to Home Page

Go to Home Page

Furthermore, go to the Home page of your Calendly account and start to create a new appointment by clicking on the mentioned time as shown in above image. For instance, we have created an appointment for a 15-minute meeting.

(c) Schedule Meeting

Schedule Meeting for Calendly to ClickUp Integration

Promptly, you will be redirected to a new page where you have to select the date and time slot for your meeting. At last, click on ‘Confirm’ button.

(d) Enter Meeting Details

Enter Meeting Details

Now, you have to provide a name, email and note for your meeting. Finally press ‘Schedule Event’ tab.

(e) Test the Response 

Test the Response for Calendly to ClickUp Integration

Go back to the Pabbly Connect dashboard to see the API response of newly created appointment. Then, to continue the workflow, click on the ‘Save’ button.

Step 6: Setting Date/Time Formatter for Calendly to ClickUp Integration

Subsequently, the date we got from the above response is not in the correct format. So, to get the date in the correct format we have to set up Date/Time Formatter.

(a) Select Application to Format Date

Select Date/Time Formatter for Calendly to ClickUp Integration

Next, in order to format the date, simply tap on the (+) button and then, select Date/Time Formatter’ in choose app, and in the action event select ‘Format Date Only’.

(b) Connect with Date/Time Formatter

Connect Date/Time Formatter

Promptly, click on the ‘Connect With Date/Time Formatter’ button.

(c) Map the Fields

$curr_post_title

Now, you have to map the field to make the date in a proper format. In the Date field, map ‘start_time’, and from ‘To Format’ field choose ‘Timestamp’.

(d) Save and Sent Test Request

Save and Send Test Request

Once you are done mapping all the details, hit the ‘Save and Sent Request’ to get the API response. Finally, ‘Save’ the response.

Step 7: Setting Number Formatter for Calendly to ClickUp Integration

Subsequently, as we can see in the above response, the captured data is not in the correct format (milliseconds). So, to get the date in the correct format we have to set up a Number Formatter.

(a) Select Application to Format Number

Select Number Formatter for Calendly to ClickUp Integration

Now, to format the date, just hit the (+) button and then, select Number Formatter’ in choose app, and in the action event select ‘Perform Math Operation’.

(b) Connect with Number Formatter

Connect with Number Formatter

Once you select the application, press the ‘Connect With Number Formatter’ button.

(c) Map the Fields

Map the Fields

Later on, you have to map the field to set the date in a proper format. In the Numbers field map the result which you got from Date/Time Formatter response and select Operation as ‘Multiply’ (as shown in above image).

(d) Save and Sent Test Request

Save and Send Test Request

Once you are done mapping all the details, hit the ‘Save and Sent Test Request’. Soon, you will get the API response and the date is in the proper format now. Lastly, hit the ‘Save’ button.

Hence, we are done setting up the Date/Time and Number Formatter to change the start date. Now, in order to change the due date in a proper format (milliseconds), do follow the above same procedure. Simply, map the ‘end_time’ instead of ‘start_time’ in the Date/Time Formatter and in the Number Formatter choose the result accordingly.

Step 8: Setting Action for Calendly to ClickUp Integration

Promptly, in order to create a task in the ClickUp account, you have to choose an action for your integration.

(a) Select Application you Want to Integrate

Select ClickUp for Calendly to ClickUp Integration

Next, click on the ‘+’ icon to add an action for your trigger. Here we are going to select ‘ClickUp’ from the drop-down and choose method as ‘Create Task’.

(b) Click on Connect Button

Connect with ClickUp for Cognito Forms to ClickUp Integration

Now, click on the ‘Connect with ClickUp’ button.

Step 9: Connecting ClickUp to Pabbly Connect

Eventually, when you click on the ‘Connect with ClickUp’ button, a window will slide from right. Here you have to paste the API Token and for that, you need to log in to your ClickUp account.

(a) Go to Your ClickUp Profile

Click on ClickUp Profile Icon

Now, to get the API token, go to your ClickUp dashboard and then click on your profile button present at the left bottom corner.

(b) Click on Apps

Go to Apps Options

From the menu that pops out click on the ‘Apps’ option.

(c) Copy the API Token

Copy API Token

Next, click on ‘Copy’ button and copy the API token.

(d) Paste the API Token

Paste API Token

Get back to the Pabbly Connect window and paste the copied API token.

(e) Map the Fields

Map the Fields

Promptly, map all the data in their respective fields such as task name, description, tags, etc.

(f) Save and Send Test Request

Save and Send Test Request

After you are done mapping all the fields, click on the ‘Save and Send Test Request’ button to get the API response.

Step 10: Check Response in ClickUp Dashboard

Check Response for Calendly to ClickUp Integration

Eventually, when you check your ClickUp dashboard, a new task has been created automatically. This is a one-time setup, to auto-create the ClickUp task whenever a new invitee is created in Calendly.

Conclusion –

That’s it! Now you know the step by step procedure of ‘How to create ClickUp task from new Calendly invitee’. Just follow all the step by step procedure mentioned above & your Calendly to ClickUp integration is all set.

So, what’s stopping you now! Go and catch your deal by signing up for a free account.

For further questions, comment below.

You May Also Like To Read–