How to Create a Task in ClickUp for Booking Scheduled in OnceHub Using Pabbly Connect

Learn how to create tasks in ClickUp for bookings scheduled in OnceHub using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for OnceHub and ClickUp Integration

Pabbly Connect is an automation platform that allows you to integrate multiple applications seamlessly. In this tutorial, we will explore how to create a task in ClickUp for bookings scheduled in OnceHub using Pabbly Connect. This integration helps streamline your workflow by automatically creating tasks whenever a new booking is made.

To get started, sign up for a free account on Pabbly Connect. Once you have access to the dashboard, you can begin setting up your workflow to connect OnceHub and ClickUp. This automation will save you time and ensure that all booking details are captured accurately.

2. Setting Up Pabbly Connect for OnceHub Integration

To set up the integration, first log into your Pabbly Connect account. Click on the ‘Create Workflow’ button and name your workflow, for example, ‘OnceHub to ClickUp’. After naming your workflow, click on the ‘Create’ button to proceed. using Pabbly Connect

• Select OnceHub as the trigger app.
• Choose the trigger event as ‘Booking Scheduled’.
• Connect your OnceHub account by entering the API key.

After connecting OnceHub, you will set up the webhook URL that Pabbly Connect will use to receive data about new bookings. This ensures that every time a booking is made, the details will be captured and sent to ClickUp automatically.

3. Creating a Task in ClickUp Using Pabbly Connect

Once you have set up the trigger for OnceHub, the next step is to create a task in ClickUp. In the action window of Pabbly Connect, search for ClickUp and select it as the action app. Choose the action event as ‘Create Task’. using Pabbly Connect

Connect your ClickUp account by entering the API token. After connecting, specify the workspace and space where you want the task to be created. You will also need to select the folder and list within ClickUp where the task will be added.

• Map the task name to include the name of the person who booked the appointment.
• Add a description that includes booking details and notes.
• Set the due date and start date based on the booking time.

By mapping these fields, every new booking will automatically generate a corresponding task in ClickUp with all relevant details, ensuring that nothing is overlooked.

4. Formatting Date and Time for Bookings in Pabbly Connect

When creating tasks, it is essential to format the date and time correctly. Since OnceHub sends the booking time in UTC, you will need to convert it to your local timezone, such as Asia/Kolkata. Use the DateTime Formatter feature in Pabbly Connect to handle this conversion. using Pabbly Connect

To format the date and time, add an action step in Pabbly Connect for DateTime Formatter. Select the action event as ‘Format Date with Time Zone’. Map the start date and time received from OnceHub and specify the format you want to convert it to.

Choose the original format of the date and time from the dropdown. Select the desired output format, such as timestamp in milliseconds. Set the timezone to Asia/Kolkata for accurate scheduling.

This step ensures that the tasks created in ClickUp reflect the correct local time for your bookings, making it easier to manage appointments effectively.

5. Verifying the OnceHub and ClickUp Integration

After setting up the integration, it is crucial to verify that everything works as expected. You can do this by making a test booking in OnceHub and checking if a task is created in ClickUp with the correct details. using Pabbly Connect

Once you make a booking, go back to Pabbly Connect and check the response in the workflow. If the integration is successful, you should see the booking details reflected in the ClickUp task. This includes the task name, description, and scheduled times.

To verify, simply refresh your ClickUp workspace and navigate to the specified list. You should see a new task created with all the relevant information from the booking. This confirms that your integration is functioning correctly, allowing for seamless task management.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate OnceHub with ClickUp for automated task creation. By following these steps, you can streamline your booking process and ensure that every appointment is tracked efficiently. This integration not only saves time but also enhances productivity by automating routine tasks.