Integrating Jotform with ClickUp Using Pabbly Connect: A Step-by-Step Guide

Learn how to create a ClickUp folder when a Jotform entry is submitted using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a ClickUp folder when a Jotform entry is submitted, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you don’t have an account yet, you can sign up for free.

After logging in, navigate to the dashboard where you will find various Pabbly applications. Click on Pabbly Connect to begin the integration process. This platform will facilitate the connection between Jotform and ClickUp seamlessly.

2. Creating a New Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the blue button labeled ‘Create Workflow’. You will be prompted to name your workflow. For this integration, you can name it ‘Add a New Folder to ClickUp for New Jotform Submission’. This name will help you identify the workflow later.

• Click on the trigger option to set Jotform as the trigger application.
• Select the event as ‘New Response’ to capture submissions.

After setting up the trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for linking your Jotform to Pabbly Connect. Copy this URL for the next step.

3. Setting Up Jotform for Webhook Integration

Now, head over to your Jotform account and find the form you want to connect. Click on the form and navigate to the ‘Settings’ tab. Here, look for the ‘Integrations’ option on the left sidebar. Search for and select the ‘Webhooks’ integration.

• Paste the webhook URL you copied from Pabbly Connect into the provided field.
• Complete the integration by clicking on the ‘Complete Integration’ button.

Once the integration is complete, Pabbly Connect will start waiting for responses from your Jotform. You can test this by submitting a new entry in your Jotform to ensure everything is working correctly.

4. Integrating ClickUp with Pabbly Connect

With the Jotform webhook set up, return to Pabbly Connect. You should see the response data from your Jotform submission. Now, select ClickUp as your action application. The action event will be to ‘Create a Folder’ in ClickUp.

To connect ClickUp, you will need an API token. Go to your ClickUp account, click on your profile icon, then select ‘Apps’. Here, you can find your API token. Copy this token and paste it back into Pabbly Connect to establish the connection.

5. Finalizing the Automation Workflow

After connecting ClickUp, you will need to specify the folder name. It’s best to use dynamic data from the Jotform submission, such as the user’s name. This way, each new folder will be named after the person who submitted the form.

Next, create a list within the newly created folder and add a task. For the list name, you can use ‘Feedback Form’ and for the task, map the data from the Jotform response. Set the task description to include the feedback provided in the form.

Once everything is set, click on ‘Save and Send Test Request’ in Pabbly Connect to finalize your workflow. This will create a new folder in ClickUp with the listed items and tasks based on the Jotform submission.

Conclusion

By following these steps, you can effectively use Pabbly Connect to automate the process of creating a ClickUp folder whenever a new Jotform entry is submitted. This integration not only saves time but also ensures that all feedback is organized efficiently in your project management system.