An automated workflow using zapier
Connects Slack + ClickUp
Create ClickUp tasks for new saved Slack messages
About this workflow template
This automation scenario allows you to connect Slack 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
Slack and ClickUp can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Slack
New Saved Message in Slack
Triggers when you save a message.
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 ClickUp tasks for new saved Slack messages.
Part I
Configure Applications
First, we need to connect Slack and ClickUp to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Slack to Zapier.
Give Zapier access to your Slack account, using Slack 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 Slack
Choose the following trigger: New Saved Message (Triggers when you save a message.).
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 Slack 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 saved Slack messages!
Related Automation Templates
Supported triggers and actions
New message in channels (instant)
New message in channels (instant)
triggerbypipedreamNew message posted to channel
Triggers when a new message is posted to a specific #channel you choose.
triggerbyzapierNew saved message
Triggers when you save a message.
triggerbyzapierNew pushed message
Triggers when you click the "Push to Zapier" button from a message in Slack.
triggerbyzapierNew user
Triggers when a new Slack user is created / first joins your org.
triggerbyzapierpabbly-connectNew mention
Triggers when a username or highlight word is mentioned in a public #channel.
triggerbyzapier
Create task
Creates a new task.
actionbyzapierintegratelypabbly-connectpipedreamCreate list
Creates a new list
actionbyzapierintegratelypabbly-connectpipedreamCreate a task
Creates new task in a specific list or sub-task in a specific task.
actionbyintegromatCreate folder
Creates a new folder
actionbyzapierintegratelypabbly-connectpipedreamUpdate task
Update task
actionbyintegratelyzapierpabbly-connectPost a task comment
Post a comment to a task
actionbyzapierintegromat
Apps you need
Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.
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.
