This automation scenario allows you to connect Gmail and ClickUp
It can be build using Zapier, a no-code workflow automation tool. Zapier 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
Gmail and ClickUp can also be integrated using automation tools other than zapier:
When this trigger fires in Gmail
Triggers when a new e-mail appears in the specified mailbox.
Then this action happens in ClickUp
Creates a new task.
This guide contains information on how to set up an automatic workflow that allows to Create ClickUp tasks from new emails in Gmail [Business Gmail Accounts Only].
Part I
First, we need to connect Gmail and ClickUp to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail credentials.
Connect ClickUp to Zapier.
Give Zapier access to your ClickUp account, using ClickUp credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Gmail
Choose the following trigger: New Email (Triggers when a new e-mail appears in the specified mailbox.).
Then set up an Action for ClickUp
Choose this action: Create Task (Creates a new task.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Gmail and ClickUp.
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 from new emails in Gmail [Business Gmail Accounts Only]!
Triggers when a new e-mail appears in the specified mailbox.
Triggers when you receive a new email that matches a search string you provide.
Triggers when you label an email.
Triggers when you receive a new attachment (triggers once per attachment).
Triggers when a new email is received to be processed according to specified criteria.
Triggers when you receive a new email and star it within two days.
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.
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