An automated workflow using integromat
Connects Stripe + ClickUp
Add new Stripe events to ClickUp as tasks
About this workflow template
This automation scenario allows you to connect Stripe and ClickUp
It can be build using Integromat, a no-code workflow automation tool. Integromat 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
Stripe and ClickUp can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Stripe
Watch Events in Stripe
Triggers when a given event occurs.
Then this action happens in ClickUp
Create a Task in ClickUp
Creates new task in a specific list or sub-task in a specific task.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Stripe events to ClickUp as tasks.
Part I
Configure Applications
First, we need to connect Stripe and ClickUp to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Stripe to Make.com.
Give Make.com access to your Stripe account, using Stripe credentials.
Connect ClickUp to Make.com.
Give Make.com 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 Make.com.
Set up a Trigger action for Stripe
Choose the following trigger: Watch Events (Triggers when a given event occurs.).
Then set up an Action for ClickUp
Choose this action: Create a Task (Creates new task in a specific list or sub-task in a specific 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 Stripe 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 Add new Stripe events to ClickUp as tasks!
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triggerbyzapierautomateiopabbly-connectNew payment
Triggers when a new payment is completed.
triggerbyzapierNew charge
Triggers when someone's credit card is charged.
triggerbyzapierpabbly-connectNew subscription
Triggers when a new Subscription is Created
triggerbyautomateiozapierpabbly-connectNew event
Triggers when a new event like a dispute, subscription, or transfer is added.
triggerbyzapierCanceled subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
triggerbyzapier
Create task
Creates a new task.
actionbyzapierintegratelypabbly-connectCreate a task
Creates new task in a specific list or sub-task in a specific task.
actionbyintegromatCreate list
Creates a new list
actionbyzapierintegratelypabbly-connectPost a task comment
Post a comment to a task
actionbyzapierintegromatUpdate task
Update task
actionbyintegratelyzapierpabbly-connectCreate folder
Creates a new folder
actionbyzapierintegratelypabbly-connect
Apps you need
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.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
