Tally
ClickUp
integromat

An automated workflow using integromat

Connects Tally + ClickUp

Create ClickUp tasks for new Tally responses

About this workflow template

This automation scenario allows you to connect Tally and ClickUp

It can be build using Integromat, a no-code workflow automation tool. Integromat 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.

Tally and ClickUp can also be integrated using automation tools other than integromat:

Diagram

Create ClickUp tasks for new Tally responses
Workflow diagram: Tally + ClickUp integration

How it works?

When this trigger fires in Tally

Tally

Watch New Responses in Tally

Triggers when a new response is created for the selected form.

Then this action happens in ClickUp

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 Create ClickUp tasks for new Tally responses.

Part I

Configure Applications

First, we need to connect Tally and ClickUp to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Tally to Make.com.

    Connect Tally to Make.com.

    Give Make.com access to your Tally account, using Tally credentials.

  • Connect ClickUp to Make.com.

    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 Tally

    Set up a Trigger action for Tally

    Choose the following trigger: Watch New Responses (Triggers when a new response is created for the selected form.).

  • Then set up an Action for ClickUp

    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

    Customize data flow

    Configure the data that is exchanged between Tally and ClickUp.

  • Test the workflow and turn it on for production use

    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 Tally responses!

Supported triggers and actions

  • ClickUp

    New task

    Triggers when tasks are added.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • ClickUp

    Task changes

    Triggers when a task changes.

    zapier
    triggerbyzapier
  • ClickUp

    Watch tasks

    Triggers when a task or subtask is created or updated.

    integromat
    triggerbyintegromat
  • ClickUp

    New task (instant)

    Triggers instantly when a new task is created

    pabbly-connectpipedream
    triggerbypabbly-connectpipedream
  • ClickUp

    New folder (instant)

    New folder (instant)

    pipedream
    triggerbypipedream
  • ClickUp

    New list (instant)

    New list (instant)

    pipedream
    triggerbypipedream
  • Tally

    Get form fields

    Get form fields

    pipedream
    actionbypipedream
  • Tally

    Get forms

    Get forms

    pipedream
    actionbypipedream
  • Tally

    Get responses

    Get responses

    pipedream
    actionbypipedream
  • Tally

    List fields definitions

    Lists all field definitions for the selected form.

    integromat
    actionbyintegromat
  • Tally

    New submission

    Triggers when a new form submission is received.

    zapier
    triggerbyzapier
  • Tally

    New response (instant)

    New response (instant)

    pipedream
    triggerbypipedream

Apps you need

ClickUp

ClickUp

Project Management

A Comprehensive Productivity and Project Management Tool

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

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

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.