Learn how to automate the creation of Trello cards from Clickup tasks updates using Pabbly Connect. Step-by-step guide with detailed instructions. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To create Trello cards when Clickup tasks are updated, you first need to access Pabbly Connect. Log into your Pabbly account and navigate to the dashboard where you can find all the applications available.
Click on the ‘Access Now’ button to reach the Pabbly Connect dashboard. From here, you will see a blue button labeled ‘Create Workflow’. Click on this button to start setting up your automation.
2. Setting Up the Trigger Event in Pabbly Connect
Once in the workflow setup, you need to establish the trigger application. In this case, the trigger will be Clickup since the task updates will initiate the workflow. Select Clickup as your trigger application and choose the event ‘Task Updated’. using Pabbly Connect
- Select ‘Add New Connection’ to connect your Clickup account.
- You will need to input your API token from Clickup.
- Copy the API token from your Clickup account settings and paste it into Pabbly Connect.
After establishing the connection, choose the correct workspace and folder where your tasks are located. Ensure you select the list that contains the tasks you want to monitor for updates. Click ‘Save’ to finalize your trigger setup.
3. Fetching Task Details with Pabbly Connect
After setting up the trigger, the next step is to fetch the specific details of the updated task. In this step, you will again select Clickup as the application and choose the event ‘Find Task by Task ID’. This allows you to retrieve all relevant information about the task that was just updated. using Pabbly Connect
- Select the existing connection to Clickup that you created earlier.
- Map the Task ID from the previous step to fetch the task details.
- Ensure that all necessary task details are retrieved, such as task name and description.
Click ‘Save’ and send a test request to confirm that the details are being fetched correctly. This step is crucial as it ensures you have all the information needed for the next action in Trello.
4. Creating Trello Cards Using Pabbly Connect
Now that you have the task details, it’s time to create the Trello card. Select Trello as your action application and choose the event ‘Create Card’. This will allow you to automatically create a card in Trello whenever a task is updated in Clickup. using Pabbly Connect
Connect your Trello account by entering the required API key and token. Select the board and list where you want the card to be created. Map the task name and description from the previous step into the card fields.
After filling in the required details, click ‘Save’ and send a test request to create the Trello card. Check your Trello board to confirm that the card has been successfully created with all the correct information from the updated Clickup task.
5. Conclusion: Automate Your Workflow with Pabbly Connect
By following these steps, you can successfully automate the creation of Trello cards from updated Clickup tasks using Pabbly Connect. This integration not only saves time but also keeps your task management organized across both platforms.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Pabbly Connect makes it easy to connect various applications and streamline your workflow. With this setup, every time a task is marked complete in Clickup, a corresponding card will be created in Trello, ensuring you never miss a submission.