This automation scenario allows you to connect JotForm and ClickUp
It can be build using Ifttt, a no-code workflow automation tool. Ifttt 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
JotForm and ClickUp can also be integrated using automation tools other than ifttt:
When this trigger fires in JotForm
This Trigger fires on a new form submission.
Then this action happens in ClickUp
This action will create a new task.
This guide contains information on how to set up an automatic workflow that allows to Create ClickUp tasks for new submissions in Jotform.
Part I
First, we need to connect JotForm and ClickUp to IFTTT.
Create IFTTT account.
Create IFTTT account if you don't have one.
Connect JotForm to IFTTT.
Give IFTTT access to your JotForm account, using JotForm credentials.
Connect ClickUp to IFTTT.
Give IFTTT 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 IFTTT.
Set up a Trigger action for JotForm
Choose the following trigger: New submission (This Trigger fires on a new form submission.).
Then set up an Action for ClickUp
Choose this action: Create task (This action will create 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 JotForm 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 for new submissions in Jotform!
New submission (instant)
Triggers when a new submission has been added to a specific form.
Triggers when a signed document is received.
Triggers when a new submission comes and fires the scenario automatically after new submission message is received.
Form is submitted
New Form.
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
JotForm is a powerful online form builder that allows you to create custom forms quickly and easily. With a responsive editor and powerful widgets, JotForm streamlines your day-to-day business operations.
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.
IFTTT helps to create applications connections with a simple statement: if this then that. For example: "Tweet your Instagrams as native photos on Twitter". You define a task by a trigger and an action.