This automation scenario allows you to connect ClickUp and Gravity Forms
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
ClickUp and Gravity Forms can also be integrated using automation tools other than zapier:
When this trigger fires in ClickUp
Creates a new task.
Then this action happens in Gravity Forms
Triggers when the specified form is submitted.
This guide contains information on how to set up an automatic workflow that allows to Use Gravity Forms submissions to create ClickUp tasks.
Part I
First, we need to connect ClickUp and Gravity Forms to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect ClickUp to Zapier.
Give Zapier access to your ClickUp account, using ClickUp credentials.
Connect Gravity Forms to Zapier.
Give Zapier access to your Gravity Forms account, using Gravity Forms 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 ClickUp
Choose the following trigger: Create Task (Creates a new task.).
Then set up an Action for Gravity Forms
Choose this action: Form Submission (Triggers when the specified form is submitted.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between ClickUp and Gravity Forms.
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 Use Gravity Forms submissions to create ClickUp tasks!
Triggers when the specified form is submitted.
Triggers when a new entry is submitted in a form.
Triggers when a Form is submitted
Form is submitted
Triggers when a new Form is created.
Trigger on new response.
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.
Gravity Forms is a premier WordPress plugin that simplifies the creation of powerful and beautifully designed forms. Automate data flow between Gravity Forms and your favorite apps using Integromat, eliminating the need for manual data entry. Easily build and manage web forms with this secure and reliable solution.
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.