ClickUp
FreeAgent
integromat

An automated workflow using integromat

Connects ClickUp + FreeAgent

Create new FreeAgent tasks for new Click Up tasks

About this workflow template

This automation scenario allows you to connect ClickUp and FreeAgent

It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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.

ClickUp and FreeAgent can also be integrated using automation tools other than integromat:

Diagram

Create new FreeAgent tasks for new Click Up tasks
Workflow diagram: ClickUp + FreeAgent integration

How it works?

When this trigger fires in ClickUp

ClickUp

Watch Tasks in ClickUp

Triggers when a specific task or subtask event happens.

Then these actions happen in FreeAgent and FreeAgent

ClickUp

Get a Task in ClickUp

Retrieves details about specific task or subtask.

FreeAgent

Create a Task in FreeAgent

Creates a new task.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create new FreeAgent tasks for new Click Up tasks.

Part I

Configure Applications

First, we need to connect ClickUp and FreeAgent to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect ClickUp to Make.com.

    Connect ClickUp to Make.com.

    Give Make.com access to your ClickUp account, using ClickUp credentials.

  • Connect FreeAgent to Make.com.

    Connect FreeAgent to Make.com.

    Give Make.com access to your FreeAgent account, using FreeAgent 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 ClickUp

    Set up a Trigger action for ClickUp

    Choose the following trigger: Watch Tasks (Triggers when a specific task or subtask event happens.).

  • Then set up an Action for ClickUp

    Then set up an Action for ClickUp

    Choose this action: Get a Task (Retrieves details about specific task or subtask.).

  • Then set up another Action for FreeAgent

    Then set up another Action for FreeAgent

    Choose this action: Create a Task (Creates a new task.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between ClickUp and FreeAgent.

  • Test the workflow and turn it on for production use

    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 new FreeAgent tasks for new Click Up tasks!

Supported triggers and actions

  • ClickUp

    New task

    Triggers when tasks are added.

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    triggerbyzapierautomateiopabbly-connectalbato
  • ClickUp

    Task changes

    Triggers when a task changes.

    zapier
    triggerbyzapier
  • ClickUp

    Watch tasks

    Triggers when a task or subtask is created or updated.

    integromat
    triggerbyintegromat
  • ClickUp

    New task (instant)

    Triggers instantly when a new task is created

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    triggerbypabbly-connectpipedream
  • ClickUp

    New folder (instant)

    New folder (instant)

    pipedream
    triggerbypipedream
  • ClickUp

    New list (instant)

    New list (instant)

    pipedream
    triggerbypipedream
  • FreeAgent

    Create contact

    Create a new contact in FreeAgent.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • FreeAgent

    Create task

    Create a task inside a project.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • FreeAgent

    Create a contact

    Creates a new contact.

    integromat
    actionbyintegromat
  • FreeAgent

    Create a task

    Creates a new task.

    integromat
    actionbyintegromat
  • FreeAgent

    Delete a contact

    Deletes a specified contact.

    integromat
    actionbyintegromat
  • FreeAgent

    Delete a task

    Deletes a specified task.

    integromat
    actionbyintegromat

Apps you need

ClickUp

ClickUp

Project Management

A Comprehensive Productivity and Project Management Tool

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

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.