This blog explains the step by step procedure to create ClickUp tasks from new Trello cards automatically. This will automate the task creation in your ClickUp account on every new Trello card creation.
We’ll simply integrate Trello with ClickUp using Pabbly Connect to automatically create new tasks in ClickUp account whenever a card is added on Trello. Pabbly Connect helps in connecting two or more services together and shares information between them in real-time.
For this, we’ll simply set up a trigger on Trello ‘New Cards’ and its respective action for creating a task on ClickUp.
Besides this, Pabbly Connect also supports using routers, filters, formatters & instant triggers to design limitless workflows. Moreover, it also allows using various advanced features such as multi-step calls, integration with unlimited premium apps etc.
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 proffers 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
It facilitates designing workflows as well as automate tasks within just a minute interval. So, save your time & automate all your tasks & access all Pabbly Connect features without any restriction even in the free plan.
Now, let’s follow the step by step procedure to integrate Trello and ClickUp to automatically add the newly added cards as tasks.
Step 1: Sign up to Pabbly Connect
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 in the form to get into the system.
Step 2: Access Pabbly Connect
After signing up successfully, click the ‘Access Now’ button of the software ‘Connect’ Pabbly application.
Step 3: Workflow for Trello with ClickUp Integration
(a) Start with a New Workflow
Start with creating a workflow to auto-create tasks in ClickUp for new Trello cards and to do this strike the ‘Create New Workflow’ button.
(b) Name the Workflow
Now, name the workflow as per your need (for instance: Trello to ClickUp etc) and push the ‘Save’ button.
Step 4: Setting Trigger for Trello – ClickUp Integration
To automatically add newly added Trello cards to ClickUp task, you’ll need to set-up a trigger on the new Trello cards and its respective action to create a task from the entered data on ClickUp using Pabbly Connect.
(a) Select Application you want to integrate
When you hit the save button to create a workflow, a trigger window will open next.
You’ll need to select the ‘Trello’ option from the ‘Choose App’ field drop-down options.
(b) Connect with Trello
Select the method in here to be ‘New Card’ & copy the Webhook URL.
Step 5: Connecting Trello to Pabbly Connect
As the system is asking for a Trello account username, API key and token, log in to your Trello account and feed the necessary field details.
(a) Login to Your Trello Account
First, log in to your Trello account and then press the profile icon. Then, click on the ‘Profile and Visibility’ option.
A page will open up containing the Username. Copy your username from here.
(b) Paste the Username
Paste the copied username in the Pabbly Connect trigger connection window.
(c) For API Key & Token Click the ‘here’ Text Anchor
Now, for the API Key, click the ‘here’ text anchor or go to ‘https://trello.com/app-key/’.
(d) Copy API Token
Copy the API key from here.
(e) Paste the Copied API Key
Paste the API key in the Pabbly Connect trigger’s ‘API Key’ field.
(f) Generate Token
On the Trello API Key window, you will find a link to generate the token. Click on the Token anchor to generate a token.
You’ll be direct to authorize your Trello account next. Complete the token generation process.
(g) Copy the Token
Copy the generated token.
(h) Paste the Token
Paste the copied token and then click ‘Save’.
(i) Select the Board & List
Once you successfully authorize and connect your Trello account, the system will auto-populate all the boards and lists in it.
Select the board and list that you want to use in this workflow.
Lastly, hit the ‘Save & Send Test Request’ button.
(j) Check the API Response
Check the success of your connection in the response.
Step 6: Test the Trigger Response in Pabbly Connect Dashboard
As we can see, we are done setting up the trigger to auto-create tasks in ClickUp for new Trello cards. So now, let’s just test the trigger by making a test request on the trigger set-up.
(a) Capture Webhook Response
Click the ‘Capture Webhook Response’ button first.
(b) Click on ‘Add a card’
Now, go back to your Trello account and click on ‘Add a card’.
(c) Name & Add a Card
Name the card and click on the ‘Add Card’ button.
(d) Check the Trigger Response
You can check the captured trigger response in the Pabbly Connect trigger window. You can see all the data from Trello ‘New Card’ trigger response.
(e) Click on Trello Card ‘Edit Icon’
Click the pencil icon, next to your recently created Trello card.
(f) Click on ‘Change Due Date’
Now, click on ‘Change Due Date’.
(g) Save Due Date
Select the due date from the calendar and click ‘Save’.
(h) Integrate Trello Action
Now, once again integrate Trello.
(i) Select Method & Connect
This time select the method in here as ‘Get Card Details’ & hit the ‘Connect with Trello’ button.
(j) Select Credentials
Select the already fed credentials to connect with Trello this time.
Click the drop-down menu of the ‘Select Your Credentials’ field and select the saved credentials.
Lastly, hit ‘Save’.
(k) Map the Card Id
Map the Card Id from the trigger response and then hit ‘Save & Send Test Request’ button.
(l) Check the Action API Response
Check the API Response for this action and you will see the updated information about the created card.
Step 7: Setting Router Condition
Now, we’ll need a router condition to check whether there is a proper description mentioned with the card or not.
(a) Select Application you want to integrate
Now, integrate a router by clicking the plus button and then select the application to integrate as ‘Router’.
(b) Click on Settings
Click on the ‘Settings’ button next to a router. Here, you can also name the router as per your choice.
(c) Select Router Condition Value
As we need to set up the condition on the due date (whether it is blank or not), select the due date values from the second response.
Next, click on the condition box drop-down.
(d) Select Router Triggering Condition
Select the condition here as ‘Does Not Equal To’ and then click on ‘Save & Send Test Request’ button.
(e) Check Router Response
Check the success of your trigger setting in the router response.
Step 8: Setting Date/Time Formatter to Change Date Format
As we can see that both the Start and Due date format are not in accordace with the ClickUp date-time format.
So, let’s sync it as per the ClickUp format.
(a) Integrate Date-Time Formatter
To format the Trello date-time format with ClickUp first integrate the date/time formatter.
(b) Connect with Date/Time Formatter
Here, select the method as ‘Format’ and then hit the ‘Connect with Date/Time Formatter’ button.
(c) Map Start Date
Now, map the start date from the trigger response.
To map value with a field, place your cursor in that particular field and then click the three horizontal lines or menu icon next to it. And click on the response value that you want to map.
(d) Select the ClickUp Time Format
Pick the ‘X (1137971045)’ format from the format field’s drop-down and mention the time zone.
Lastly, hit the ‘Save & Send Test Request’ button.
(e) Check the API Response
You can see the formatted Start Date and time in the API response.
Similarly, you’ll need to repeat this step (i.e, Step 7 (a) to (e)) for the formatting the ‘Due Date’ as well. Just Remember to map the due date from the second response.
Step 9: Setting Action for Trello – ClickUp Integration
All the prior step are done up to this point and we only need to send all the collected details on ClickUp to create a task using the Trello card values.
(a) Integrate ClickUp
First, click the plus button next to your ‘Due Date’ format action.
And then select the ‘ClickUp’ app to integrate from the ‘Choose App’ field.
(b) Connect with ClickUp
Select the method in here as ‘Create Task’ and then click the ‘Connect with ClickUp’ button.
(c) Go to Your ClickUp Account
Now, to retrieve the API token, go to your ClickUp account and then click on your workspace button present at the left bottom corner.
(d) Click on Apps
In the menu that pops out click the ‘Apps’ option.
(e) Copy the API Token
Now, click the ‘Copy’ button and copy the API token.
(f) Paste the API Token
Get back to the Pabbly Connect window and paste the copied API token.
(g) Choose ClickUp Space, Folder, List & Task Name
Now, the system will auto-populated the spaces with the connected ClickUp account.
So, select the space, folder, list and map the task name, description & all other values.
(h) Add the Required Values & Tags
Map the description field and mention/map the comma-separated tags in between double-quotes. Also, select the priority of the task.
(i) Map Formatted Dates
Next, you’ll pay attention to this, map the formatted dates from the former API responses.
Also, add three zeros after the formated time to convert it as per ClickUp format.
(j) Save & Send Test Request
After mapping all the necessary fields, click on the ‘Save & Send Test Request’ button.
Step 10: Check the Action’s Response
This is the last step to check the task entry on ClickUp for the created card on Trello.
(a) Check the Action API’s Response
You can check the response of your API in the action window.
(b) Check the Task Entry in ClickUp
Also, you can check the entry of a new task in your connected ClickUp account.
Step 11: Save the Workflow
Lastly, save the gathered API response and Webhook manually for the smooth working more further.
(a) Save the ClickUp Action API’s Response
Save the action API’s response by hitting the ‘Save’ button at the bottom of the action API’s response.
(b) Save Router Settings
Also, save all the router settings.
(c) Save Trello Get Card Details Action’s Response
Save the responses that we’ve got in the second Trello integration (i.e, ‘Get Card Details’ action).
(c) Save the Workflow
As we can see the workflow is working perfectly. So, simply save the webhook by clicking the save button in the trigger window.
Well, this is all about ‘How to create ClickUp tasks from new Trello cards?’. Consequently, after completing the step by step procedure, you will end up creating tasks in ClickUp from new Trello cards automatically. More importantly, you don’t even need any coding knowledge to follow the steps.
You can also, try Pabbly Connect for FREE.
For further questions, comment below.