How to Automatically Create ClickUp Tasks from Gmail Using Pabbly Connect

Learn how to automatically create ClickUp tasks from Gmail using Pabbly Connect. Follow our detailed tutorial for seamless integration and automation. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Gmail and ClickUp Integration

To automatically create ClickUp tasks from Gmail, you will first need to access Pabbly Connect. Start by visiting the Pabbly website and signing up for a free account if you don’t already have one. This process is quick and allows you to utilize 100 tasks free every month, making automation easy.

Once you are logged into Pabbly Connect, navigate to the dashboard. Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button, where you can name your workflow, such as ‘Automatically Create ClickUp Tasks from Gmail’. Select a folder for your workflow and proceed to set up your trigger and action.

Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select ‘Email Parser by Pabbly’ as your trigger application. This tool will help you capture emails that arrive in your Gmail account. Copy the provided email address from Pabbly Connect and head over to your Gmail settings.

In Gmail, go to Settings and find the ‘Forwarding and POP/IMAP’ tab. Here, add the new forwarding address you copied from Pabbly Connect. Confirm the forwarding by clicking the link sent to the provided email address. After confirming, ensure that you save changes in Gmail to forward all incoming emails to Pabbly Connect.

Filtering Emails to Create ClickUp Tasks

Next, you will filter the incoming emails to create specific ClickUp tasks using Pabbly Connect. After setting up the email parser, click on ‘Recapture Email’ to get the latest email details. Once you receive an email, you will configure a filter to only process relevant emails.

• Select ‘Filter by Pabbly’ as your action application.
• Set the filter to check for specific keywords in the email subject.
• Map the subject field and set conditions to filter emails containing keywords like ‘issue’ or ‘task’.

Once you’ve set the filters, click on ‘Save and Send Test Request’. If the condition is true, you can then proceed to create a new task in ClickUp using the filtered email details.

Creating a Task in ClickUp with Pabbly Connect

Now it’s time to create a task in ClickUp using the details from the filtered email. In this step, select ‘ClickUp’ as your action application within Pabbly Connect. Choose the action event as ‘Create Task’ and establish a connection to ClickUp using your API token.

To obtain your API token, go to your ClickUp account settings and navigate to the ‘Apps’ section. Copy the API token and paste it into Pabbly Connect. After connecting, select your workspace, space, and folder where the task will be created. Map the email subject to the task name and the email body to the task description.

Once all required fields are filled, click on ‘Save and Send Test Request’. If successful, you will receive a confirmation that the task has been created in ClickUp. Check your ClickUp workspace to verify that the task appears with the correct details.

Conclusion

Using Pabbly Connect, you can seamlessly automate the creation of ClickUp tasks from Gmail. By following the steps outlined in this tutorial, you can enhance your productivity and streamline task management effortlessly. This integration ensures that every relevant email translates into actionable tasks in ClickUp.