How to Create ClickUp Task from Google Sheets Using Pabbly Connect

Learn how to integrate Google Sheets with ClickUp using Pabbly Connect to automate task creation seamlessly. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a ClickUp task from Google Sheets, you need to access Pabbly Connect. Start by signing in as an existing user or click on the ‘Sign up for free’ button if you’re new. Pabbly Connect offers 100 tasks free each month, making it a great option for automating your tasks.

Once signed in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Create ClickUp Task from Google Sheets,’ and save it in the designated folder.

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will set up the trigger and action for your workflow using Pabbly Connect. The trigger application will be Google Sheets, and the action application will be ClickUp. Select Google Sheets as your trigger application and choose the trigger event as ‘New or Updated Spreadsheet Row.’ This event will activate whenever a new row is added or updated in your Google Sheet.

• Choose Google Sheets as the trigger application.
• Select the trigger event: New or Updated Spreadsheet Row.
• Proceed to action setup by selecting ClickUp.

After selecting ClickUp as your action application, choose the action event as ‘Create Task.’ This setup ensures that every time a new task is added in Google Sheets, a corresponding task will be created in ClickUp automatically through Pabbly Connect.

3. Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will need to set up a webhook URL provided by Pabbly. Copy the webhook URL from Pabbly Connect and paste it into your Google Sheets. In Google Sheets, go to Extensions, select Pabbly Connect Webhooks, and choose Initial Setup. Here, you will set the webhook URL, which allows Google Sheets to communicate with Pabbly Connect.

Make sure to specify the trigger column, which is the final data column where task details will be added. For example, if the final column is ‘D,’ select that as your trigger column. After completing these steps, click on ‘Submit’ to finalize the setup. This connection allows Pabbly Connect to listen for new data entries in your Google Sheet.

4. Creating a Task in ClickUp from Google Sheets Data

Once the webhook is set up, you can test the integration by adding a new task in Google Sheets. For instance, input a task name, description, due date, and priority in the appropriate columns. After saving the new row, navigate back to Pabbly Connect to check if the data has been captured successfully. You should see the task details reflected in the webhook response.

• Add a task name, description, due date, and priority in Google Sheets.
• Click on ‘Send on Event’ in the Pabbly Connect Webhooks menu.
• Verify that the data appears in Pabbly Connect.

After confirming that the data is captured, you can proceed to create the task in ClickUp. In Pabbly Connect, click on ‘Connect’ to establish a connection with ClickUp. You will need to enter your ClickUp API token to authenticate this connection.

5. Finalizing ClickUp Integration Through Pabbly Connect

With the connection established, you can now map the task details from Google Sheets to ClickUp. Select your workspace, space, folder, and list name in ClickUp. For the task name and description, use the mapping feature to pull in the data from the webhook response. This ensures that every new task created in ClickUp reflects the details provided in Google Sheets.

Additionally, set the task priority based on your needs. You can also format the due date into milliseconds, which is required by ClickUp. Use the date and time formatting feature in Pabbly Connect to convert the date correctly. Once everything is mapped, click on ‘Save and Send Test Request’ to create the task in ClickUp.

Conclusion

Using Pabbly Connect, you can seamlessly create tasks in ClickUp from Google Sheets. This integration automates your workflow, ensuring that every time you add a task in Google Sheets, it is reflected in ClickUp. This saves time and enhances productivity.