Grain
ClickUp
zapier

An automated workflow using zapier

Connects Grain + ClickUp

Create ClickUp tasks from new Grain highlights

About this workflow template

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.

Diagram

Create ClickUp tasks from new Grain highlights
Workflow diagram: Grain + ClickUp integration

How it works?

When this trigger fires in Grain

Grain

Highlight Added in Grain

Triggers when a highlight matching the filter is added.

Then this action happens in ClickUp

ClickUp

Create Task in ClickUp

Creates a new 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 Grain highlights.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Grain to Zapier.

    Connect Grain to Zapier.

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

  • Connect ClickUp to Zapier.

    Connect ClickUp to Zapier.

    Give Zapier 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 Zapier.

  • Set up a Trigger action for Grain

    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

    Then set up an Action for ClickUp

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

Part III

Test and Publish

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

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Grain and ClickUp.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • ClickUp

    New task

    Triggers when tasks are added.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • ClickUp

    Task changes

    Triggers when a task changes.

    zapier
    triggerbyzapier
  • ClickUp

    Watch tasks

    Triggers when a task or subtask is created or updated.

    integromat
    triggerbyintegromat
  • ClickUp

    New task (instant)

    Triggers instantly when a new task is created

    pabbly-connectpipedream
    triggerbypabbly-connectpipedream
  • ClickUp

    New folder (instant)

    New folder (instant)

    pipedream
    triggerbypipedream
  • ClickUp

    New list (instant)

    New list (instant)

    pipedream
    triggerbypipedream
  • Grain

    Get recording

    Get a recording and optionally its transcript and notes by ID

    zapier
    actionbyzapier
  • Grain

    Recording added

    Triggers when a recording matching the filter is added.

    zapier
    triggerbyzapier
  • Grain

    Highlight added

    Triggers when a highlight matching the filter is added.

    zapier
    triggerbyzapier
  • Grain

    Story added

    Triggers when a story matching the filter is added.

    zapier
    triggerbyzapier
  • Grain

    Highlight updated

    Triggers when a highlight matching the filter is updated.

    zapier
    triggerbyzapier
  • Grain

    Highlight removed

    Triggers when a highlight matching the filter is removed.

    zapier
    triggerbyzapier

Apps you need

ClickUp

ClickUp

Project Management

A Comprehensive Productivity and Project Management Tool

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.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.