How to Update GoHighLevel Task for Completed ClickUp Task Using Pabbly Connect

Learn how to automate task updates between ClickUp and GoHighLevel using Pabbly Connect. Step-by-step tutorial for seamless integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process of ClickUp and GoHighLevel, it’s essential to access Pabbly Connect. This platform allows you to automate tasks without needing any coding skills. Start by navigating to the Pabbly Connect website.

Once there, you can either sign in if you are an existing user or click on the ‘Sign Up for Free’ button to create a new account. New users can enjoy 100 free tasks per month to explore the software.

2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, the dashboard will display your existing workflows. To create a new automation, click on the ‘Create Workflow’ option. This is where you will define the task update process.

• Provide a name for your workflow, such as ‘Update GoHighLevel Task for Completed ClickUp Task’.
• Select the appropriate folder for saving your workflow.
• Click on the ‘Create’ button to finalize your new workflow.

Now, you will see two windows open: one for the trigger and the other for the action. The trigger will be ClickUp, and the action will be GoHighLevel, allowing the automation to function effectively.

3. Setting Up Trigger and Action in Pabbly Connect

In this step, you will configure the trigger in Pabbly Connect to monitor completed tasks in ClickUp. Select ClickUp as your trigger application and choose the trigger event as ‘Task Updated’. This means whenever a task is marked as completed in ClickUp, it will trigger the workflow.

To connect ClickUp, you will need to provide an API token from your ClickUp account. Navigate to your ClickUp profile settings, find the API section, and copy your token. Paste this into Pabbly Connect to establish a connection.

• Select your workspace and space in ClickUp.
• Choose the specific folder where tasks are located.
• Save and send a test request to ensure the connection works.

Once you receive a response confirming the connection, you are ready to proceed with the action setup in GoHighLevel.

4. Configuring the Action in GoHighLevel

Now, it’s time to set up the action in Pabbly Connect. Select GoHighLevel as your action application and choose the action event as ‘Search Task’. This step is crucial as it allows you to find the task in GoHighLevel that corresponds to the completed task in ClickUp.

After selecting the action event, connect GoHighLevel using the existing connection you created earlier. Map the task name you received from the ClickUp response to search for the corresponding task in GoHighLevel.

Save and send a test request to retrieve task details. Ensure you receive all necessary task details in the response. Prepare to update this task based on the information received.

This setup ensures that you can accurately update the task status in GoHighLevel once it is marked as completed in ClickUp.

5. Updating the Task Status in GoHighLevel

The final step involves updating the task status in GoHighLevel using Pabbly Connect. After retrieving the task details, you will set up another action event to ‘Update Task’ in GoHighLevel. This action will mark the task as completed based on the updates received from ClickUp.

Connect to GoHighLevel again, ensuring you use the existing connection. Map the necessary fields such as task ID and contact ID from the previous responses to ensure the correct task is updated.

Set the task status to true to indicate completion. Assign the task to the appropriate user. Save and send a test request to confirm the update.

After successfully updating the task, you can verify in GoHighLevel that the task status reflects the completion from ClickUp. This integration proves the power of using Pabbly Connect for seamless task management across platforms.

Conclusion

This tutorial demonstrated how to automate the process of updating GoHighLevel tasks based on completed ClickUp tasks using Pabbly Connect. By following these steps, you can streamline your task management effectively.