An automated workflow using integromat
Connects Gmail + ClickUp
Create ClickUp tasks from new emails in Gmail
About this workflow template
This automation scenario allows you to connect Gmail and ClickUp
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots 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 integromat:
Diagram
How it works?
When this trigger fires in Gmail
Watch Emails in Gmail
Triggers when a new email is received to be processed according to specified criteria.
Then this action happens in ClickUp
Create a Task in ClickUp
Creates new task in a specific list or sub-task in a specific task.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create ClickUp tasks from new emails in Gmail.
Part I
Configure Applications
First, we need to connect Gmail and ClickUp to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Gmail to Make.com.
Give Make.com access to your Gmail account, using Gmail credentials.
Connect ClickUp to Make.com.
Give Make.com access to your ClickUp account, using ClickUp 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 Gmail
Choose the following trigger: Watch Emails (Triggers when a new email is received to be processed according to specified criteria.).
Then set up an Action for ClickUp
Choose this action: Create a Task (Creates new task in a specific list or sub-task in a specific task.).
Part III
Test and Publish
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!
Related Automation Templates
Supported triggers and actions
New email
Triggers when a new e-mail appears in the specified mailbox.
triggerbyzapierautomateioNew email matching search
Triggers when you receive a new email that matches a search string you provide.
triggerbyzapierNew labeled email
Triggers when you label an email.
triggerbyzapierNew attachment
Triggers when you receive a new attachment (triggers once per attachment).
triggerbyzapierWatch emails
Triggers when a new email is received to be processed according to specified criteria.
triggerbyintegromatNew starred email
Triggers when you receive a new email and star it within two days.
triggerbyzapierautomateio
Create task
Creates a new task.
actionbyzapierintegratelypabbly-connectpipedreamiftttCreate list
Creates a new list
actionbyzapierintegratelypabbly-connectpipedreamalbatoUpdate task
Update task
actionbyintegratelyzapierpabbly-connectpipedreamiftttCreate a task
Creates new task in a specific list or sub-task in a specific task.
actionbyintegromatalbatoCreate folder
Creates a new folder
actionbyzapierintegratelypabbly-connectpipedreamalbatoPost a task comment
Post a comment to a task
actionbyzapierintegromatifttt
Apps you need
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.
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.
