Integrate ClickUp with Gmail Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate ClickUp with Gmail using Pabbly Connect. This step-by-step tutorial guides you through the process of automating email notifications from new tasks in ClickUp.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate ClickUp with Gmail, the first step is to access Pabbly Connect. Start by typing Pabbly.com in your browser and hit enter.

Once on the Pabbly website, hover over the products menu and select Connect. Click on Sign In to access your dashboard. If you don’t have an account, you can create one for free in just a few minutes.

2. Creating a Workflow in Pabbly Connect

After signing in, the next step is to create a new workflow in Pabbly Connect. Click on the Create Workflow button at the top right corner. You will be prompted to name your workflow; a good name for this integration is ClickUp to Gmail.

• Click on Create to proceed.
• In the trigger app, choose ClickUp.
• Select New Task Instant as your trigger event.

Click on Connect with ClickUp to establish the connection. You will need to provide your API token from ClickUp to authenticate this connection.

3. Setting Up ClickUp Integration

To retrieve your API token from ClickUp, go to your ClickUp account and navigate to the Apps section. Copy the API token and paste it into Pabbly Connect.

Once you click on Save, Pabbly Connect will display a webhook URL. This URL is crucial as it connects your ClickUp workspace to Pabbly Connect. To test the integration, click on Save and Send Test Request to confirm that the connection is successful.

• Create a new task in ClickUp to trigger the integration.
• Ensure that all relevant task details are captured in Pabbly Connect.

Once the task is created, click on Capture Webhook Response in Pabbly Connect to see the details of the task captured.

4. Extracting Task Details from ClickUp

After capturing the webhook response, you will need to extract specific task details using Pabbly Connect. Click on the plus button to add another action step, and choose ClickUp again.

For the action event, select Find Task by Task ID. You will need to map the task ID from the previous step to retrieve all associated details. After mapping, click on Save and Send Test Request to confirm that the task details are accurately retrieved.

Ensure that the task name and description are included in the response. Check for any errors during the mapping process.

Once the task details are successfully extracted, you are ready to proceed to send an email via Gmail.

5. Sending Email via Gmail Using Pabbly Connect

To send an email, click on the plus button again in Pabbly Connect and select Gmail as the application. For the action event, choose Send Email.

Click on Connect with Gmail and authenticate your Gmail account. You will need to allow permissions for Pabbly Connect to access your Gmail account securely.

Map the recipient’s email address from ClickUp. Fill in the subject line with the task name. Compose the email body with task details and description.

Once you’ve filled in all the necessary fields, click on Save and Send Test Request. You should receive a confirmation that the email has been sent successfully, completing the integration process.

Conclusion

Integrating ClickUp with Gmail using Pabbly Connect allows for seamless email notifications when new tasks are created. Follow these steps to automate your workflow effectively.