How to Receive Email Notifications When a ClickUp Task is Completed Using Pabbly Connect

Learn how to set up email notifications for completed ClickUp tasks using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for ClickUp Integration

To receive email notifications when a ClickUp task is completed, start by accessing Pabbly Connect. Sign in if you are an existing user or click on the ‘Sign Up for Free’ button if you are new. This platform allows you to automate workflows effectively.

Once logged in, navigate to the dashboard. Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button to begin setting up your integration.

2. Create a Workflow in Pabbly Connect

After accessing the dashboard, you need to create a workflow specifically for receiving email notifications when a ClickUp task is marked as complete. In the dialog box that appears, name your workflow appropriately.

• Name: Receive Email Notification When ClickUp Task is Completed
• Folder: ClickUp Automation

With the workflow created, you will see options for setting up triggers and actions. This is where Pabbly Connect truly shines, allowing you to define what happens when a task is updated in ClickUp.

3. Set Up ClickUp as the Trigger Application

In this step, you will configure ClickUp as the trigger application in Pabbly Connect. Search for ClickUp in the trigger application section and select it. The specific trigger event you need is ‘Task Updated’.

Once the trigger is set, you will establish a connection between ClickUp and Pabbly Connect. You can either use an existing connection or create a new one by entering your ClickUp API token. This token can be found in your ClickUp profile settings under the API section.

4. Configure Gmail as the Action Application

After setting up ClickUp, you will now configure Gmail as the action application in Pabbly Connect. The goal is to send an email notification whenever a task is marked as completed in ClickUp.

In the action application section, select Gmail and choose the action event ‘Send Email’. You will need to connect your Gmail account to Pabbly Connect for this to work. Once connected, specify the recipient’s email address, subject, and body of the email.

• Recipient: Your email address
• Subject: Task Completed Notification
• Body: Include task details and completion status

This step ensures that you will receive a notification whenever a task is completed in ClickUp, leveraging the power of Pabbly Connect.

5. Test and Activate Your Workflow

Once everything is set up, it’s crucial to test your workflow in Pabbly Connect. Update a task in ClickUp to mark it as complete. This action will trigger the workflow and send an email via Gmail.

Check your email to confirm that you received the notification. If everything works as expected, activate the workflow in Pabbly Connect to ensure it runs automatically in the future. This automation will save you time and ensure you never miss a completed task notification again.

Conclusion

By following these steps, you can efficiently set up email notifications for completed ClickUp tasks using Pabbly Connect. This integration enhances your productivity and ensures you are always updated on task statuses.