This automation scenario allows you to connect Grain and ClickUp
It can be build using Zapier, a no-code workflow automation tool. Zapier 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
When this trigger fires in Grain
Triggers when a highlight matching the filter is added.
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 Grain highlights.
Part I
First, we need to connect Grain and ClickUp to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Grain to Zapier.
Give Zapier access to your Grain account, using Grain 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 Grain
Choose the following trigger: Highlight Added (Triggers when a highlight matching the filter is added.).
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 Grain 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 Grain highlights!
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)
Get a recording and optionally its transcript and notes by ID
Triggers when a recording matching the filter is added.
Triggers when a highlight matching the filter is added.
Triggers when a story matching the filter is added.
Triggers when a highlight matching the filter is updated.
Triggers when a highlight matching the filter is removed.
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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