This automation scenario allows you to connect Typeform, Clearbit, 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.
Typeform, Clearbit and ClickUp can also be integrated using automation tools other than integromat:
When this trigger fires in Typeform
Triggers when a new response is submitted.
Then these actions happen in ClickUp and ClickUp
Gets a person and a company simultaneously based on an email address.
Creates new task in a specific list or sub-task in a specific task.
This guide contains information on how to set up an automatic workflow that allows to Typeform -> Clearbit -> ClickUp.
Part I
First, we need to connect Typeform, Clearbit and ClickUp to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Typeform to Make.com.
Give Make.com access to your Typeform account, using Typeform credentials.
Connect Clearbit to Make.com.
Give Make.com access to your Clearbit account, using Clearbit credentials.
Connect ClickUp to Make.com.
Give Make.com access to your ClickUp account, using ClickUp credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Typeform
Choose the following trigger: Watch Responses (Triggers when a new response is submitted.).
Then set up an Action for Clearbit
Choose this action: Get a Person or Company (Gets a person and a company simultaneously based on an email address.).
Then set up another 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
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Typeform, Clearbit 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 Typeform -> Clearbit -> ClickUp!
New submission
Triggers when a form is submitted.
Triggers when a new response is submitted.
Get list of all the forms.
This trigger fires every time a form receives a new response.
Form is submitted
Creates a new task.
Update task
Creates a new list
Creates new task in a specific list or sub-task in a specific task.
Creates a new folder
Post a comment to a task
Typeform allows building beautiful, interactive people-friendly forms without code. Typeform has next-generation templates for surveys, quizzes, research, feedback, lead generation, and more.
A marketing data platform to reveal and enrich data about your customers to personalize your sales activities
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.