This automation scenario allows you to connect ClickUp and Airtable
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 Airtable 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 this action happens in Airtable
Creates a new record in Airtable.
This guide contains information on how to set up an automatic workflow that allows to Add completed ClickUp tasks to Airtable.
Part I
First, we need to connect ClickUp and Airtable 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 Airtable to Make.com.
Give Make.com access to your Airtable account, using Airtable 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 Airtable
Choose this action: Create a Record (Creates a new record in Airtable.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between ClickUp and Airtable.
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 completed ClickUp tasks to Airtable!
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
Triggers when a record is created or updated.
Triggers when a new new record is created in a specifc view.
Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).
This Trigger fires every time a new record is created in a table. You can optionally configure it to only fire when a record appears in a specific view.
New or modified records
Creates a new task.
Update task
Creates a new list
Creates new task in a specific list or sub-task in a specific task.
Creates a new folder
Post a comment to a 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.
A no-code platform for building collaborative apps using spreadsheet-database hybrid as a data-layer
Airtable is a modern and flexible low-code platform that combines the power of a full database with the ease of use of a spreadsheet. With native mobile and desktop apps, Airtable offers a variety of templates for easy-to-use and customizable workflows, providing powerful features such as file attachments, kanban card stacks, calendars, and reporting. Link related content intelligently, configure the perfect view, and integrate with hundreds of your favorite apps and services.
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.