What if we say that there is an easy way to create ClickUp task from new Gravity Forms response automatically?

How to Create ClickUp Task from New Gravity Forms Response

You might doubt that! But let us introduce to you the awesome and best integration tool named Pabbly Connect which not only puts a full stop on all the repetitive work but also offers great efficiency.

Now the question here is what is Pabbly connect? Basically, Pabbly Connect is an integration and automation tool that lets you connect different applications for data transmission without using a single line of code. In a few minutes, you can create automated workflows and transfer the data between your favorite apps and services without any manual efforts. Also, the software offers all premium features like path routers, filters, etc even in its free plan.

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 

But before we move forward to the integration process, let’s understand both the services and the need of integrating them. Basically, Gravity Forms is a WordPress plugin used originally for contact forms, but in a more general sense, it allows site owners to create forms to collect information. Whereas ClickUp is a cloud-based collaboration and project management tool suitable for businesses of all sizes and industries.

By integrating these two services via Pabbly Connect, you can easily automate the task. Plus, this would be just a one-time setup. Later on, the data will automatically be transferred in real-time. Also, we have attached a video for the same, have a look at it-

Besides, we’ve provided a template for this integration to help you to commence more quickly. You can click on the image below to get started. Plus, you can go to Marketplace & look for more apps/integrations.

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Hence, let’s start the process to integrate Gravity Forms with ClickUp.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the process to create ClickUp task from new Gravity Forms response by clicking on the “Sign Up Free” icon on the Pabbly Connect dashboard. Afterward, either fill-up the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Further, after logging into the account, click on the “Access Now” button as shown in the above image.

Step 3: Workflow for Gravity Forms to ClickUp Integration

(a) Start with a New Workflow

Create New Workflow

Begin the process of creating a workflow for integration by clicking on the “Create Workflow” button.

(b) Name the Workflow

Name the Workflow

Moreover, add the name of workflow which in our case is “Gravity Forms to ClickUp”. Although, you can always name the workflow according to your necessities.

Step 4: Setting Trigger for Gravity Forms to ClickUp Integration

Following, after creating a workflow, you have to choose the integration app to create ClickUp task from new Gravity Forms response. Pabbly Connect permits you to build countless workflows within minutes, click here to sign up for unlimited integrations for free.

(a) Select Application you Want to Integrate

Select Gravity Forms

The following step is to select “Gravity Forms” from the dropdown, then choose the “New Response” option to create a lead in Salesforce from the form response.

(b) Copy the Webhook URL

Copy the Webhook URL

The next step is to copy the webhook URL which is appearing on the dashboard.

Step 5: Connecting Gravity Forms to Pabbly Connect

Now in order to connect Gravity Forms with Pabbly Connect, you need to paste the webhook URL in Gravity Forms. Proceed with the integration process by login into your Gravity Forms account. We are accessing Gravity Forms from the WordPress dashboard.

(a) Go to Gravity Forms Settings

Go to Gravity Forms Settings

Login to your WordPress account and then click on the “Forms” section.

(b) Select Form

Select Form Gravity Forms

Simply select one of the forms, then click on its “Form Settings” as shown in the image.

(c) Click on Webhooks Option

Click on Webhooks Option

Next, click on the webhook option to paste the copied URL.

(d) Head to Add New Option

Head to Add New Option

Further, you have to click on the “Add New” button to paste the copied URL.

(e) Paste the Webhook URL

Paste the Webhook URL

After you click the button the webhook page will appear on your screen where you have to paste the URL. Just paste the webhook URL copied earlier and click on the “Update Settings” button.

Step 6: Make a Dummy Entry

Now in order to check the Gravity Forms and Pabbly Connect integration, we are going to make a dummy entry in Gravity Forms.

(a) Capture Webhook Response

Capture Webhook Response

To test a trigger, hit the ‘Capture Webhook Response’ button on the Pabbly Connect trigger window.

(b) Add All the Details

Fill the Form Gravity Forms

Simply fill out the form and hit the “Submit” button.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Now as you can see the response has been captured in the Pabbly Connect dashboard, now hit the “Save” button.

Step 8: Setting Actions for Gravity Forms to ClickUp Integration

Subsequently, in order to make this Gravity Forms-ClickUp integration work, you have to choose three actions for your trigger.

  • The first action is of “Date/Time Formatter” to convert the date into “Timestamp” format.
  • The second action is of “Number Formatter” to convert the date into the desired format by performing a math operation.
  • The third action is of “ClickUp” to create the task.

(a) Select Application you Want to Integrate

select-date-time-formatter

Now, press the + icon to add an action to your trigger. We will choose “Date/Time Formatter” from the drop-down field here. Then, select the choose the method as “Format Date Only”.

(b) Click the Connect Button

Connect with Date Formatter

Immediately, after selecting the application, press the “Connect with Date/Time Formatter” button.

(c) Map the Fields

Map the Fields Date Formatter

Now, map the date and select the format in which we want to convert it and then hit the “Save & Send Test Request” button.

(d) Save the API Response

Save the API Response Date Formatter

The date is converted into timestamp format, now hit the “Save” button.

(e) Select Number Formatter

Select Number Formatter

Next, we will select the “Number Formatter” from the choose app drop-down, and in the action event, we will select “Perform Math Operation”, then hit the “Connect” button.

(f) Map the Fields

Map the Fields Number Formatter

Subsequently, map the converted date and select the “Multiply” option in the operation section and click on the “Save & Send Test Request” button.

(g) Save the API Response

Save the API Response Number Formatter

Here, we can see that our math operation is successful and the date has been converted into the desired format. You have to repeat this procedure for both start and finish dates of the task.

(h) Select Application you Want to Integrate

Select ClickUp

In addition, press the + icon to add an action to the trigger. Here we can pick “ClickUp” from the drop-down. Then choose the method “Create Task”.

(i) Click the Connect Button

Connect with ClickUp

Further, click on the “Connect with ClickUp” button. It will ask for an API token for which you have to log in to your ClickUp account.

Step 9: Connecting ClickUp to Pabbly Connect

To connect ClickUp with Pabbly Connect, you need to log in to your ClickUp account.

(a) Head to ClickUp Profile

ClickUp Profile

At the bottom of the ClickUp dashboard, you will notice the “Profile” option, just hit on it.

(b) Click on Apps Option

ClickUp Apps

Soon, it will offer different choices, choose “Apps” from it.

(c) Copy the API Token

Copy API Token ClickUp

Now, easily copy the “API Token” which is appearing on the dashboard.

(d) Paste the API Key

Paste API Token

Then, head back to the Pabbly Connect dashboard and paste the copied API Key, and hit the “Save” button.

(e) Map the Fields

Map the Fields

Next, map all the field’s data like list name, task name, etc.

(f) Send a Test Request

Send Test Request

After mapping up all fields click on the “Save & Send Test Request” button.

Step 10: Check Response in ClickUp Dashboard

Check Response

Lastly, when you check your ClickUp dashboard, the task has been successfully created from the Gravity Forms response.

Conclusion –

That’s it! Here we mentioned in detail “How to Create ClickUp Task from New Gravity Forms Response”. Pabbly Connect makes data transmission a walk in a park. Other than this integration, you can integrate thousands of other applications on Pabbly Connect.  You don’t have to worry about anything.

Therefore, signup for free, integrate, and relax. For any doubts, please leave your comments below.

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