How to Update ClickUp Tasks for Acuity Scheduling Appointment Using Pabbly Connect

Learn how to automate ClickUp task updates for Acuity Scheduling appointments using Pabbly Connect in this detailed step-by-step tutorial. 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. Setting Up Pabbly Connect for Automation

To begin automating ClickUp task updates for Acuity Scheduling appointments, access Pabbly Connect. This powerful tool allows you to integrate multiple applications seamlessly. Start by signing into your Pabbly Connect account, where you will see a dashboard displaying various applications available for integration.

Click on the ‘Create Workflow’ button to initiate a new automation. Name your workflow appropriately, such as ‘Update ClickUp Task for Acuity Scheduling Appointment’. This will help you identify the workflow later. After naming, click on the ‘Create’ button to proceed.

2. Integrating Typeform with ClickUp Using Pabbly Connect

In this section, we will set up the first part of the workflow where a Typeform response triggers the creation of a task in ClickUp. Choose Typeform as your trigger application and select the event as ‘New Entry’. This means every time a new form is submitted, it will initiate the workflow. using Pabbly Connect

• Connect your Typeform account by clicking on the connect button and allowing access to Pabbly Connect.
• Select the specific form you want to use for this automation.
• Once connected, you can send a test request to ensure everything is working correctly.

After receiving the response from Typeform, you will be able to create a task in ClickUp based on the submitted form data. Ensure the data format matches what ClickUp requires, especially for date fields, which can be adjusted using Pabbly Connect’s built-in date formatter.

3. Creating Tasks in ClickUp from Typeform Responses

Next, we will configure the action step to create a task in ClickUp. Select ClickUp as your action application and choose the event ‘Create Task’. This action will allow you to take the data from the Typeform response and generate a task in ClickUp. using Pabbly Connect

To connect ClickUp, you will need to provide your API token. You can find this in your ClickUp account settings under API. Once you have pasted the token into Pabbly Connect, you will be able to access your ClickUp workspace.

• Select the workspace and folder where you want to create the task.
• Map the task name and description using the data received from the Typeform response.
• Set the due date and priority for the task based on the information submitted.

Once you have configured all the necessary fields, click on ‘Save and Send Test Request’ to create the task in ClickUp. You should receive a confirmation response indicating that the task was successfully created.

4. Sending Confirmation Emails via Gmail

After successfully creating a task in ClickUp, the next step is to send a confirmation email to the user who submitted the Typeform. For this, choose Gmail as your action application and select ‘Send Email’ as the event. using Pabbly Connect

Connect your Gmail account to Pabbly Connect, and once connected, fill out the email details. Use the email address collected from the Typeform response as the recipient. In the subject line, you can include something like ‘Appointment Confirmation’ to inform the recipient about the email’s purpose.

Compose the email body, including a link to the Acuity Scheduling appointment. Map the task ID from ClickUp into the email for reference. Click ‘Save and Send Test Request’ to send the email.

Once the email is sent successfully, the workflow for the first part of the automation is complete. The user will now receive a confirmation email with all necessary details.

5. Updating ClickUp Tasks with Acuity Scheduling Appointments

In the final part of this automation, we will set up a new workflow that updates the ClickUp task when an appointment is scheduled in Acuity Scheduling. Start by creating a new workflow in Pabbly Connect and selecting Acuity Scheduling as the trigger application with the event ‘New Appointment’. using Pabbly Connect

Connect your Acuity Scheduling account to Pabbly Connect. Make sure to have the necessary credentials ready for a smooth connection. After connecting, you can test the trigger to ensure it captures the new appointment details.

Choose ClickUp as the action application and select ‘Find Task’ to retrieve task details. Map the task ID from the Acuity appointment to find the corresponding task in ClickUp. Set up the final action to ‘Update Task’ in ClickUp, changing the task status to ‘Booked’.

Once the task is updated successfully, you will receive a confirmation response. This completes the integration process, allowing ClickUp tasks to be updated automatically based on Acuity Scheduling appointments.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the updating of ClickUp tasks based on Acuity Scheduling appointments. By integrating Typeform, ClickUp, and Gmail, you can streamline your workflow and ensure efficient task management and communication.