Learn how to update task status in Google Sheets when updated in ClickUp using Pabbly Connect. Step-by-step tutorial for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.
Watch Step By Step Video Tutorial Below
1. Set Up Pabbly Connect for ClickUp and Google Sheets Integration
To update task status in Google Sheets when updated in ClickUp, you need to set up Pabbly Connect. Start by signing up for a free account on the Pabbly Connect dashboard. This platform will facilitate the integration between ClickUp and Google Sheets seamlessly.
Once logged in, create a new workflow by clicking on ‘Create Workflow’. Name your workflow, for instance, ‘ClickUp to Google Sheets’. This workflow will handle the automation process each time a task status is updated in ClickUp.
2. Connect ClickUp to Pabbly Connect
In the Pabbly Connect dashboard, the next step is to connect your ClickUp account. Select ClickUp as your trigger app. Choose the trigger event ‘Task Updated’ to initiate the workflow whenever a task’s status changes. using Pabbly Connect
To establish the connection, click on ‘Connect’, then ‘Add New Connection’. You will need your ClickUp API token, which can be found in your ClickUp account under the profile settings. Copy this token and paste it into Pabbly Connect to authenticate your ClickUp account.
3. Set Up Google Sheets in Pabbly Connect
After successfully connecting ClickUp, the next step involves setting up Google Sheets in the Pabbly Connect workflow. Add a new action step by selecting Google Sheets as the action app. Choose the action event ‘Lookup Spreadsheet Row’ to find the relevant task in your Google Sheet. using Pabbly Connect
Connect your Google Sheets account by clicking ‘Sign in with Google’. Select the spreadsheet that contains your ClickUp task details. Make sure to specify the sheet where the task data is stored. You will also need to define the lookup column, which should be the column containing the task IDs.
4. Update Task Status in Google Sheets
Once you have set up the lookup for the task, the next step is to update the task status in Google Sheets. Add another action step and select Google Sheets again. This time, choose the action event ‘Update Cell Value’ to modify the status of the task. using Pabbly Connect
In this step, map the row index received from the previous step to specify where to update the status. Enter the column range for the status (e.g., ‘F2’ for the status column) and map the updated status value from ClickUp to this field. This ensures that the status reflects the latest updates from ClickUp.
5. Test Your Automation Workflow
After setting up the integration, it’s crucial to test the automation to ensure everything works correctly. Change the status of a task in ClickUp, and check if the corresponding status in Google Sheets updates automatically.
If configured correctly, you should see the updated status reflected in your Google Sheet within seconds. This confirms that your Pabbly Connect workflow is functioning as intended, allowing for seamless updates between ClickUp and Google Sheets.
Conclusion
By following this detailed tutorial, you can effectively update task status in Google Sheets when updated in ClickUp using Pabbly Connect. This integration streamlines your workflow and ensures your task statuses are always up-to-date across platforms.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
- Check out Pabbly Connect – Automate your business workflows effortlessly!
- Sign Up Free – Start your journey with ease!
- 10,000+ Video Tutorials – Learn step by step!
- Join Pabbly Facebook Group – Connect with 21,000+ like minded people!