How to Create Follow-Up Tasks in ClickUp from Elementor Form Submissions Using Pabbly Connect

Learn how to automate the creation of follow-up tasks in ClickUp from Elementor form submissions using Pabbly Connect with this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating the creation of follow-up tasks in ClickUp from Elementor form submissions, you need to access Pabbly Connect. This platform allows seamless integration between different applications without requiring coding skills. Start by visiting the Pabbly website at Pabbly.com and sign in to your account.

Once logged in, navigate to the Pabbly Connect dashboard where you can create new workflows. To set up the integration, click on the ‘Create Workflow’ button. This is where you will define the trigger and action for your automation process. The trigger will be a new form submission from Elementor, and the action will be creating a follow-up task in ClickUp.

2. Setting Up the Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow specifically for handling Elementor form submissions. Click on the ‘Create Workflow’ button and name it ‘Create Follow-Up Tasks in ClickUp from Elementor Form Submissions’. Choose a folder for better organization, then click on ‘Create’ to proceed.

• Name your workflow appropriately.
• Select the folder for your workflow.
• Define trigger and action applications.

Now, you will see two boxes labeled ‘Trigger’ and ‘Action’. For the trigger, select Elementor and choose the event ‘New Form Submission’. This setup ensures that every time a new form is submitted, it will trigger the workflow to create a task in ClickUp.

3. Connecting Elementor to Pabbly Connect

To link Elementor with Pabbly Connect, you will need to configure a webhook URL. This URL acts as a bridge between Elementor and Pabbly Connect. Go to your WordPress dashboard, find the Elementor form you want to use, and click on ‘Edit with Elementor’.

Within the Elementor editor, select the form widget, scroll down to the ‘Actions After Submit’ section, and then find the ‘Webhook’ option. Paste the webhook URL provided by Pabbly Connect into this field. Finally, click on ‘Publish’ to save your changes. This step is crucial as it allows Elementor to send form submission data directly to Pabbly Connect.

4. Creating a Task in ClickUp via Pabbly Connect

Now that you’ve established the connection between Elementor and Pabbly Connect, the next step is to set up the action to create a task in ClickUp. In the action section of your workflow, select ClickUp and choose the event ‘Create Task’.

• Select your ClickUp workspace.
• Choose the space and folder where the task will be created.
• Map the fields from the form submission to the task details.

To connect ClickUp to Pabbly Connect, you will need an API token from ClickUp. Go to your ClickUp account settings, navigate to the ‘Apps’ section, and copy your API token. Paste this token into Pabbly Connect to establish the connection. Once connected, you can specify details for the task, such as the task name, description, and priority.

5. Testing and Verifying the Integration

With everything set up, it’s time to test the integration between Pabbly Connect, Elementor, and ClickUp. Go back to your Elementor form and submit a test entry. This action should trigger the webhook and send data to Pabbly Connect.

After submission, return to your Pabbly Connect workflow to check for the response. If the setup is correct, you should see the form submission details captured in the workflow. You can then verify that a new task has been created in ClickUp with the details from the form submission.

Conclusion

In this tutorial, we explored how to automate the creation of follow-up tasks in ClickUp from Elementor form submissions using Pabbly Connect. By following the steps outlined, you can streamline your workflow and ensure that every lead captured through your Elementor forms is promptly followed up in ClickUp. This integration not only saves time but also enhances your productivity.