ClickUp
Microsoft Excel
integromat

An automated workflow using integromat

Connects ClickUp + Microsoft Excel

Add a new ClickUp task to a Microsoft 365 Excel worksheet

About this workflow template

This automation scenario allows you to connect ClickUp and Microsoft Excel

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 Microsoft Excel can also be integrated using automation tools other than integromat:

Diagram

Add a new ClickUp task to a Microsoft 365 Excel worksheet
Workflow diagram: ClickUp + Microsoft Excel 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 Microsoft Excel and Microsoft Excel

ClickUp

Get a Task in ClickUp

Retrieves details about specific task or subtask.

Microsoft Excel

Add a Worksheet Row in Microsoft Excel

Adds a new worksheet row.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add a new ClickUp task to a Microsoft 365 Excel worksheet.

Part I

Configure Applications

First, we need to connect ClickUp and Microsoft Excel 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 Microsoft Excel to Make.com.

    Connect Microsoft Excel to Make.com.

    Give Make.com access to your Microsoft Excel account, using Microsoft Excel 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 Microsoft Excel

    Then set up another Action for Microsoft Excel

    Choose this action: Add a Worksheet Row (Adds a new worksheet row.).

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 Microsoft Excel.

  • 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 Add a new ClickUp task to a Microsoft 365 Excel worksheet!

Supported triggers and actions

  • ClickUp

    New task

    Triggers when tasks are added.

    zapierautomateiopabbly-connectalbato
    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

    pabbly-connectpipedream
    triggerbypabbly-connectpipedream
  • ClickUp

    New folder (instant)

    New folder (instant)

    pipedream
    triggerbypipedream
  • ClickUp

    New list (instant)

    New list (instant)

    pipedream
    triggerbypipedream
  • Microsoft Excel

    Add row

    Adds a new row to the end of a worksheet.

    zapier
    actionbyzapier
  • Microsoft Excel

    Add row to table

    Adds a new row to the end of a specific table.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Microsoft Excel

    Add a worksheet row

    Adds a new worksheet row.

    integromat
    actionbyintegromat
  • Microsoft Excel

    Create spreadsheet

    Creates a new spreadsheet

    zapier
    actionbyzapier
  • Microsoft Excel

    Update row

    Updates a row in a specific worksheet.

    zapierintegrately
    actionbyzapierintegrately
  • Microsoft Excel

    Find row

    Finds a row by a column and value. Returns the entire row if one is found.

    zapier
    actionbyzapier

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.

Microsoft Excel

Microsoft Excel

Spreadsheets

A spreadsheet tool for data management and analysis

Microsoft Excel is the industry standard for spreadsheet applications that enables data analysis, organization, and collaboration among multiple stakeholders in real-time.

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.