An automated workflow using ifttt
Connects JotForm + ClickUp
Create ClickUp tasks for new submissions in Jotform
About this workflow template
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:
How it works?
When this trigger fires in JotForm
New submission in JotForm
This Trigger fires on a new form submission.
Then this action happens in ClickUp
Create task in ClickUp
This action will create 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 for new submissions in Jotform.
Part I
Configure Applications
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
Build an integration workflow
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
Test and Publish
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!
Related Automation Templates
Supported triggers and actions
New submission (instant)
New submission (instant)
triggerbypipedreamNew submission
Triggers when a new submission has been added to a specific form.
triggerbyzapieriftttalbatoNew signed document
Triggers when a signed document is received.
triggerbyzapierWatch for submissions
Triggers when a new submission comes and fires the scenario automatically after new submission message is received.
triggerbyintegromatForm is submitted
Form is submitted
triggerbyintegratelyNew form
New Form.
triggerbyzapier
Create task
Creates a new task.
actionbyzapierintegratelypabbly-connectpipedreamiftttCreate list
Creates a new list
actionbyzapierintegratelypabbly-connectpipedreamalbatoCreate a task
Creates new task in a specific list or sub-task in a specific task.
actionbyintegromatalbatoUpdate task
Update task
actionbyintegratelyzapierpabbly-connectpipedreamiftttCreate folder
Creates a new folder
actionbyzapierintegratelypabbly-connectpipedreamalbatoPost a task comment
Post a comment to a task
actionbyzapierintegromatifttt
Apps you need
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.
