An automated workflow using zapier
Connects Podia + ClickUp
Create tasks in ClickUp for new sales in Podia
About this workflow template
This automation scenario allows you to connect Podia 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
Diagram
How it works?
When this trigger fires in Podia
Product Signed Up For in Podia
Triggers when someone signs up for a free or paid product (Unavailable on Podia Free and Starter).
Then this action happens in 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 tasks in ClickUp for new sales in Podia.
Part I
Configure Applications
First, we need to connect Podia and ClickUp to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Podia to Zapier.
Give Zapier access to your Podia account, using Podia credentials.
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 Podia
Choose the following trigger: Product Signed Up For (Triggers when someone signs up for a free or paid product (Unavailable on Podia Free and Starter).).
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
Configure the data that is exchanged between Podia 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 tasks in ClickUp for new sales in Podia!
Related Automation Templates
Supported triggers and actions
New task
Triggers when tasks are added.
triggerbyzapierautomateiopabbly-connectalbatoTask changes
Triggers when a task changes.
triggerbyzapierWatch tasks
Triggers when a task or subtask is created or updated.
triggerbyintegromatNew task (instant)
Triggers instantly when a new task is created
triggerbypabbly-connectpipedreamNew folder (instant)
New folder (instant)
triggerbypipedreamNew list (instant)
New list (instant)
triggerbypipedream
Sign someone up for a product
Adds someone to your audience and sign them up to a specific product (Only available on Podia Shaker plan).
actionbyzapierAdd someone to your community
Adds someone to your audience and adds them to a specific community plan (Only available on Podia Shaker plan).
actionbyzapierAdd an email list subscription
Subscribes a customer to an email list (available on Shaker and Earthquaker plans)
actionbyzapierSubscribe someone
Adds someone to your audience and subscribes them for email (Only available on Podia Shaker plan).
actionbyzapierRemove someone from your community
Removes someone from a specific community plan (Only available on Podia Shaker plan).
actionbyzapierWaitlist someone
Adds someone to your audience and waitlists them for a specific product (Only available on Podia Shaker plan).
actionbyzapier
Apps you need
Podia is the ultimate platform for digital creators, offering a hassle-free way to sell memberships, online courses, and digital downloads. With Podia, you can consolidate all your products, content, customers, and payments in one convenient place, eliminating the need for multiple tools. Whether you're a coach, webinar host, or passionate about sharing your knowledge, Podia provides a beautiful storefront and handles everything from content creation to secure payments.
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 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.
