Create ClickUp tasks for new projects as leads in Dubsado

First, we need to connect Dubsado and ClickUp to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Dubsado to Zapier.

  Give Zapier access to your Dubsado account, using Dubsado credentials.

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  Connect ClickUp to Zapier.

  Give Zapier access to your ClickUp account, using ClickUp credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Dubsado

  Choose the following trigger: New Project as Lead (Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.).

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  Then set up an Action for ClickUp

  Choose this action: Create Task (Creates a new task.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Dubsado and ClickUp.

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  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 Create ClickUp tasks for new projects as leads in Dubsado!