An automated workflow using integromat
Connects Zoho Projects + ClickUp
Create ClickUp tasks from new Zoho Projects tasks
About this workflow template
This automation scenario allows you to connect Zoho Projects 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.
Categories
Zoho Projects and ClickUp can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Zoho Projects
Watch Tasks in Zoho Projects
Triggers when a task is created.
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 Create ClickUp tasks from new Zoho Projects tasks.
Part I
Configure Applications
First, we need to connect Zoho Projects and ClickUp to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Zoho Projects to Make.com.
Give Make.com access to your Zoho Projects account, using Zoho Projects 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 Zoho Projects
Choose the following trigger: Watch Tasks (Triggers when a task is created.).
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 Zoho Projects 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 from new Zoho Projects tasks!
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
Create task
Creates a new Task.
actionbyzapierintegromatintegratelyCreate bug
Creates a new Bug.
actionbyzapierintegromatintegratelyCreate project
Creates a new Project.
actionbyzapierintegromatintegratelyUpload file
Copy an already-existing file from another service to Zoho Projects.
actionbyzapierAdd log time
Creates a new log time.
actionbyzapierCreate task list
Creates a new Task List.
actionbyzapierintegrately
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.
