How to Automatically Create ClickUp Tasks from Email Using Pabbly Connect

Learn how to automatically create ClickUp tasks from Gmail using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Email and ClickUp Integration

To automatically create ClickUp tasks from your emails, you need to access Pabbly Connect. Start by visiting the Pabbly website and signing in or signing up for a free account. Once you’re logged in, you will be directed to the Pabbly Connect dashboard, where you can manage your workflows.

After logging in, look for the option labeled ‘Access Now’ under the Pabbly Connect section. This will take you to the workflow section where you can create the integration. Here, you will set up a new workflow that connects your email with ClickUp through Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

In this section, we will create a new workflow in Pabbly Connect to facilitate the integration between Gmail and ClickUp. Click the ‘Create Workflow’ button and name your workflow, for example, ‘Automatically Create ClickUp Tasks from Email’. Choose the appropriate folder to save this workflow.

• Click on ‘Create’ to proceed to the workflow setup.
• You will see two boxes: Trigger and Action.
• Set the Trigger application to Email Parser by Pabbly.

After selecting the trigger, you will configure it to capture incoming emails. This is crucial for the automation process, as it allows Pabbly Connect to receive email details that will be used to create tasks in ClickUp.

3. Configuring the Email Parser in Pabbly Connect

To set up the Email Parser, copy the unique email address provided by Pabbly Connect. This address will be used to forward your Gmail messages. Go to your Gmail settings, navigate to the ‘Forwarding and POP/IMAP’ tab, and add this forwarding address.

• Click ‘Proceed’ to send a confirmation email to the Pabbly Parser address.
• Confirm the forwarding by clicking the link in the confirmation email.
• Return to Gmail settings and select ‘Forward a copy of incoming mail’ to the Pabbly address.

After saving these changes, every new email received in Gmail will be forwarded to Pabbly Connect, allowing you to capture the email details for task creation in ClickUp.

4. Setting Up ClickUp Integration in Pabbly Connect

Now that your email is configured, it’s time to set up ClickUp as the action application in Pabbly Connect. In the Action tab, select ClickUp and choose ‘Create Task’ as the action event. You will need to connect your ClickUp account by providing an API token.

To obtain your API token, log into ClickUp, go to your profile settings, and find the API section. Copy the token and paste it into Pabbly Connect. After successfully connecting, you will map the required fields such as workspace, space, folder, and task name using the data received from the email.

Select the appropriate workspace and space from ClickUp. Map the task name to the email subject and the description to the email body. Set task priority and status as needed.

Once all fields are mapped, click on ‘Save and Send Test Request’ to create the task in ClickUp. This will confirm that your integration is working correctly through Pabbly Connect.

5. Testing and Verifying the Gmail to ClickUp Integration

After setting up your workflow in Pabbly Connect, it’s crucial to test the integration. Send a test email to your Gmail account with a subject and body that includes relevant keywords. In Pabbly Connect, use the ‘Recapture Email’ option to check if the email is received.

If the email is captured successfully, you will see the email details in the Pabbly dashboard. Ensure that the subject and body text are correctly displayed. Following this, verify that a new task has been created in ClickUp with the details from the test email.

Check the task name matches the email subject. Ensure the task description includes the email content. Confirm that the task priority and status are set correctly.

Once confirmed, your integration is successfully set up using Pabbly Connect, allowing you to create ClickUp tasks automatically from Gmail emails.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically create ClickUp tasks from Gmail emails. By following the steps outlined, you can streamline your workflow and enhance productivity.