An automated workflow using integromat
Connects ClickUp + Coda
Add new Clickup tasks to a table in a Coda doc
About this workflow template
This automation scenario allows you to connect ClickUp and Coda
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 Coda 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 Coda
Create a Row in Coda
Creates a new row in a selected table.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Clickup tasks to a table in a Coda doc.
Part I
Configure Applications
First, we need to connect ClickUp and Coda 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 Coda to Make.com.
Give Make.com access to your Coda account, using Coda 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 Coda
Choose this action: Create a Row (Creates a new row in a selected table.).
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 Coda.
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 Add new Clickup tasks to a table in a Coda doc!
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
Create row
Creates a new row in the selected table.
actionbyzapierintegratelypabbly-connectCopy doc
Creates a copy of the specified Coda doc.
actionbyzapierintegratelypabbly-connectpipedreamFind row
Search for a Coda Row in the selected table using a column match search.
actionbyzapierpipedreamUpdate a row
Updates a specified row in the table.jj
actionbyintegromatpipedreamList columns
Returns a list of columns in a table.
actionbyintegromatpabbly-connectpipedreamList docs
Returns a list of Coda docs accessible by the user. These are returned in the same order as on the docs page: reverse chronological by the latest event relevant to the user (last viewed, edited, or shared).
actionbyintegromatpipedream
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.
Coda is a cloud-based document editor that blends the flexibility of documents, the power of spreadsheets, and the utility of apps into a single new canvas, enabling teams to create personalized documents for meetings, brainstorming sessions, customer feedback, and to-do lists.
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.
