An automated workflow using integromat
Connects ClickUp + Email
Send an email when a ClickUp task's status is changed
About this workflow template
This automation scenario allows you to connect ClickUp and Email
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
ClickUp and Email can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in ClickUp
Watch Tasks in ClickUp
Triggers when a task or subtask is created or updated.
Then this action happens in Email
Send an Email in Email
Sends a new email.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send an email when a ClickUp task's status is changed.
Part I
Configure Applications
First, we need to connect ClickUp and Email 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 Email to Make.com.
Give Make.com access to your Email account, using Email 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
Choose the following trigger: Watch Tasks (Triggers when a task or subtask is created or updated.).
Then set up an Action for Email
Choose this action: Send an Email (Sends a new email.).
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 ClickUp and Email.
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 Send an email when a ClickUp task's status is changed!
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
Send me an email
This Action will send you an HTML based email. Images and links are supported.
actionbyiftttSend outbound email
Send an email from your own custom address. Up to 10 emails sent per hour.
actionbyzapierSend an email
Sends a new email.
actionbyintegromatautomateioSend yourself an email
Send yourself an email
actionbypipedreamCreate a draft
Creates and adds a new draft to a selected folder.
actionbyintegromatCopy an email
Copies an email or a draft into a selected folder.
actionbyintegromat
Apps you need
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.
