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.
Categories
ClickUp and Microsoft Excel 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 Microsoft Excel and Microsoft Excel
Retrieves details about specific task or subtask.
Adds a new worksheet row.
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
First, we need to connect ClickUp and Microsoft Excel 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 Microsoft Excel to Make.com.
Give Make.com access to your Microsoft Excel account, using Microsoft Excel 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 Microsoft Excel
Choose this action: Add a Worksheet Row (Adds a new worksheet row.).
Part III
Finally, we need to test this automation and publish it.
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 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!
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)
Adds a new row to the end of a worksheet.
Adds a new row to the end of a specific table.
Adds a new worksheet row.
Creates a new spreadsheet
Updates a row in a specific worksheet.
Finds a row by a column and value. Returns the entire row if one is found.
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 is the industry standard for spreadsheet applications that enables data analysis, organization, and collaboration among multiple stakeholders in real-time.
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.