An automated workflow using integromat
Connects Bitrix24 + ClickUp
Create ClickUp tasks from new Bitrix24 tasks
About this workflow template
This automation scenario allows you to connect Bitrix24 and ClickUp
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Bitrix24 and ClickUp can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Bitrix24
Watch Tasks in Bitrix24
Triggers when the specified event occurs on tasks.
Then this action happens in ClickUp
Create a Task in ClickUp
Creates new task in a specific list or sub-task in a specific task.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create ClickUp tasks from new Bitrix24 tasks.
Part I
Configure Applications
First, we need to connect Bitrix24 and ClickUp to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Bitrix24 to Make.com.
Give Make.com access to your Bitrix24 account, using Bitrix24 credentials.
Connect ClickUp to Make.com.
Give Make.com access to your ClickUp account, using ClickUp credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Bitrix24
Choose the following trigger: Watch Tasks (Triggers when the specified event occurs on tasks.).
Then set up an Action for ClickUp
Choose this action: Create a Task (Creates new task in a specific list or sub-task in a specific task.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Bitrix24 and ClickUp.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create ClickUp tasks from new Bitrix24 tasks!
Related Automation Templates
Supported triggers and actions
New task
Triggers when tasks are added.
triggerbyzapierautomateiopabbly-connectalbatoTask changes
Triggers when a task changes.
triggerbyzapierWatch tasks
Triggers when a task or subtask is created or updated.
triggerbyintegromatNew task (instant)
Triggers instantly when a new task is created
triggerbypabbly-connectpipedreamNew folder (instant)
New folder (instant)
triggerbypipedreamNew list (instant)
New list (instant)
triggerbypipedream
Lead action
Lead create or update action.
actionbyzapierDeal action
Deal create or update action.
actionbyzapierContact action
Contact create or update action.
actionbyzapierCreate a lead
Creates a new lead.
actionbyintegromatGet a contact
Returns a contact by the specified contact ID.
actionbyintegromatDeal search
Search for deal by filters.
actionbyzapier
Apps you need
Bitrix24 is an all-in-one collaboration and project management tool, offering CRM, messaging, tasking, time management, and more. Used by millions of businesses worldwide and available in 18 languages.
ClickUp is a highly-rated, cloud-based project management tool that consolidates tasks, docs, chat, and goals into a single, customizable platform. Used by top companies like Airbnb, Google, and Uber, it's perfect for anyone looking to simplify their workload.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
