Integrate Gravity Forms with ClickUp Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Gravity Forms with ClickUp using Pabbly Connect. Follow this detailed tutorial for seamless task creation from form responses. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To begin integrating Gravity Forms with ClickUp, first, access Pabbly Connect. This platform is essential for automating tasks between different applications.

Open your web browser and navigate to Pabbly Connect. If you don’t have an account, you can sign up for free. After signing in, you will reach the Pabbly Connect dashboard.

2. Create a New Workflow in Pabbly Connect

In this step, we will create a new workflow in Pabbly Connect to link Gravity Forms and ClickUp. Click on the ‘Create New Workflow’ button and name your workflow appropriately, such as ‘Gravity Forms to ClickUp’.

Next, select the application you want to integrate. Choose ‘Gravity Forms’ as the trigger app and set the trigger event to ‘New Response’. This means that every time a new response is submitted in Gravity Forms, it will initiate the workflow.

• Click on ‘Access Now’ to enter the dashboard.
• Click on ‘Create New Workflow’.
• Select ‘Gravity Forms’ and set the trigger event to ‘New Response’.

Once you have set this up, you will receive a webhook URL. This URL is crucial as it will connect Pabbly Connect with Gravity Forms.

3. Configure Gravity Forms with the Webhook URL

Now, navigate to your Gravity Forms settings to set up the webhook. Go to the form settings of the form you are using and click on the Webhooks tab.

Add a new webhook by pasting the copied webhook URL from Pabbly Connect into the request URL field. Ensure that you name the webhook appropriately for easy identification.

• Open your Gravity Forms dashboard.
• Navigate to the form settings and select the Webhooks tab.
• Paste the webhook URL and save the settings.

After saving, return to Pabbly Connect and click on ‘Capture Webhook Response’ to test the connection.

4. Create Tasks in ClickUp from Gravity Forms Responses

Once the webhook is set up, you can create tasks in ClickUp based on the responses received from Gravity Forms. In Pabbly Connect, add an action step and choose ClickUp as the application.

Set the action event to ‘Create Task’. Here, you will need to connect your ClickUp account by entering your API token. This token is essential for establishing a secure connection between Pabbly Connect and ClickUp.

Select ClickUp and choose ‘Create Task’ as the action event. Input your API token to connect ClickUp. Map the fields from Gravity Forms to the task fields in ClickUp.

Ensure to map the task name, description, due date, and other relevant fields correctly.

5. Test the Integration and Confirm Functionality

After completing the setup, it is crucial to test the integration to ensure everything is functioning as intended. Submit a new response through your Gravity Forms.

Return to Pabbly Connect to check if the new task is created in ClickUp. Verify that all the mapped fields are populated correctly, including task names, descriptions, and dates.

If everything is set up correctly, you will see the new task in ClickUp reflecting the submitted data from Gravity Forms. This confirms that your integration is working perfectly.

Conclusion

In this tutorial, we explored how to integrate Gravity Forms with ClickUp using Pabbly Connect. This seamless integration allows for automatic task creation based on form responses, streamlining your workflow effectively.