Integrating Cognito Forms with ClickUp Using Pabbly Connect

Learn how to integrate Cognito Forms with ClickUp using Pabbly Connect. This step-by-step tutorial guides you through creating tasks automatically from new form entries. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Cognito Forms with ClickUp, you need to access Pabbly Connect. Begin by typing ‘Pabbly.com’ in your browser and hitting enter. Once on the Pabbly website, hover over the ‘Products’ tab and select ‘Connect’ from the dropdown menu.

After clicking on ‘Connect’, log in to your account. If you don’t have an account, you can create one in just a couple of minutes. Pabbly Connect offers a free plan that allows you to try out the integration. Once logged in, click on the ‘Create Workflow’ button to start the integration process.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects Cognito Forms to ClickUp using Pabbly Connect. After clicking ‘Create Workflow’, name it something like ‘Cognito Forms to ClickUp’. This will help you identify your workflow easily.

• Select ‘Cognito Forms’ as the app in the trigger window.
• Choose ‘New Entry’ as the trigger event.
• This setup will allow Pabbly Connect to listen for new entries in your Cognito Forms.

After setting up the trigger, you will need to configure your Cognito Forms to send data to Pabbly Connect. This involves copying the webhook URL provided by Pabbly Connect and pasting it into the submission settings of your Cognito Forms.

3. Configuring Cognito Forms for Data Submission

To ensure that Cognito Forms sends data to Pabbly Connect, navigate to your form settings. Under ‘Submission Settings’, find the option to post JSON data to a website and paste the copied webhook URL here.

Once this is configured, save the changes in your Cognito Forms. This integration means that every time a new entry is submitted in Cognito Forms, the data will be sent to Pabbly Connect, which will then process it to create a task in ClickUp.

4. Mapping Data from Cognito Forms to ClickUp

With the data now flowing to Pabbly Connect, the next step is to map this data to create a task in ClickUp. Click on the plus button in Pabbly Connect to add an action step. Select ‘ClickUp’ as the application and ‘Create Task’ as the action event.

• You will need to connect your ClickUp account by entering your API token.
• You can find this token in your ClickUp account under the ‘Apps’ section.
• Once connected, Pabbly Connect will present fields for mapping the task details.

Map the task name, description, and tags from your Cognito Forms data to the corresponding fields in ClickUp. This ensures that every new entry creates a task with the relevant details in ClickUp.

5. Testing the Integration

To confirm that the integration works, go back to your Cognito Forms and submit a new entry. After submitting, return to Pabbly Connect and click on ‘Capture Webhook Response’ to see if the data has been received.

If everything is set up correctly, you should see the new entry data reflected in Pabbly Connect. Finally, check your ClickUp account to verify that a new task has been created based on the submission from Cognito Forms. This confirms that the integration is functioning correctly.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In summary, integrating Cognito Forms with ClickUp via Pabbly Connect allows for seamless task creation from new form entries. By following these steps, you can automate your workflow efficiently and effectively.