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.
Categories
ClickUp and FreeAgent can also be integrated using automation tools other than integromat:
When this trigger fires in ClickUp
Triggers when a specific task or subtask event happens.
Then these actions happen in FreeAgent and FreeAgent
Retrieves details about specific task or subtask.
Creates a new task.
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
First, we need to connect ClickUp and FreeAgent to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect ClickUp to Make.com.
Give Make.com access to your ClickUp account, using ClickUp credentials.
Connect FreeAgent to Make.com.
Give Make.com access to your FreeAgent account, using FreeAgent credentials.
Part II
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
Choose the following trigger: Watch Tasks (Triggers when a specific task or subtask event happens.).
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
Choose this action: Create a Task (Creates a new task.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between ClickUp and FreeAgent.
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!
Triggers when tasks are added.
Triggers when a task changes.
Triggers when a task or subtask is created or updated.
Triggers instantly when a new task is created
New folder (instant)
New list (instant)
Create a new contact in FreeAgent.
Create a task inside a project.
Creates a new contact.
Creates a new task.
Deletes a specified contact.
Deletes a specified task.
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.