Are you looking for a way to send email via Gmail from new ClickUp task automatically? If yes, then let us introduce the most amazing tool named Pabbly Connect.
Primarily, Pabbly Connect is an integration and automation software that lets you migrate data from one app to another in real-time.
Before we begin the integration process, let’s know a little bit about both the services. So, ClickUp is a cloud-based collaboration and project management tool that allows you to manage your projects, people, etc in one place. Whereas, Gmail is an email application to communicate via email for personal one-on-one discussions.
After integrating these applications, whenever you will add a new task to your ClickUp account, the email will automatically send to the customer regarding the task via Gmail in real-time.
However, there is no direct integration possible for these two services yet. Henceforth, we are going to use Pabbly Connect to make this integration possible.
Using this software, you can easily share data within multiple premium services. Besides, you don’t need any coding skills to do so, as anyone can use them effectively. Also, this would be just a one-time setup, after that, the data will automatically be transferred in real-time.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
So, let’s begin the blog on how to connect ClickUp and Gmail in real-time. Along with that, we’ve attached a template for this integration to help you get started more quickly. You can click on the ‘Use Workflow’ button below to begin the automation in no time. Additionally, you can go to the Marketplace & look for more apps/integrations.
So, let’s begin the step by step procedure to integrate ClickUp and Gmail using Pabbly Connect.
Step 1: Sign up to Pabbly Connect
Start the process to send email via Gmail from new ClickUp task by pressing on the ‘Sign Up Free’ button on the Pabbly Connect dashboard. Also, you can either fill-up all the details manually or else sign up using Gmail credentials.
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Next, after logging into the account, hit the ‘Access Now’ button as shown in the above image. Start by creating a workflow for your project by simply taping on the ‘Create Workflow’ button. Now, name the workflow just like in the above-shown image. I named the workflow ‘ClickUp to Gmail’, you can obviously name the workflow as per your requirements. Now, once you are done naming your workflow, you will have to select the application you want to integrate. Pabbly Connect enables you to connect unlimited premium apps, create your free account now. The following step is to select “ClickUp” from the dropdown, then choose the “New task(Instant)” option to send email via Gmail from new ClickUp task. The consequent step is to click on the “Connected with ClickUp” button. Promptly, when you hit the “Connected with ClickUp” button, it will ask for an API token, for which you have to log in to your ClickUp account. At the bottom of the ClickUp dashboard, you will see the Profile option, simply click on it. Next, when you press the profile option, it will open up different options, choose “Apps” from it. Now, simpy copy the “API Token” appearing on the dashboard. Subsequently, paste the copied API Key, and press the “Save” button. Following that, press the “Save & Send Test Request” button to move forward. Now, in order to check if the integration is capturing data or not, we will make a dummy task in ClickUp. Afterward, press the button named “Capture Webhook Response”. Now, go to the ClickUp dashboard and then press the ‘Task’ button. Later on, add all the following task details and then press the “Create Task” button. After pressing the ‘Create Task’ in ClickUp, the task info will appear on the Pabbly Connect dashboard. Later, hit the ‘Save’ option to send an email via Gmail for new ClickUp task. Promptly, in order to retrieve the task id from ClickUp account, you will have to set an action for that. Next, press the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘ClickUp’ to integrate and in the method section select ‘Find Task By Task id’. Afterward, paste the copied API key you copied earlier and press the “Save” button. Promptly, map the respective field and press the ‘Save & Send Test Request’ button. After pressing the ‘Create Task’ in ClickUp, the task info will appear on the Pabbly Connect dashboard. Next, press the ‘Save’ option. Next, to make this ClickUp-Gmail integration work, you have to choose an action for your trigger. Now, hit the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘Gmail’ to integrate and in the method section select ‘Send an Email’. After choosing the application click on the ‘Connect with Gmail’ button to move forward. Subsequently, to connect Gmail to Pabbly Connect, you have to authenticate the application. For this, you have to log in to your Gmail account. Succeedingly, in order to authenticate your Gmail account, you need to again click on the ‘Connect with Gmail’ button and then grant the permission to connect Pabbly Connect and Gmail. Once you are done connecting with your Gmail account, map all the fields quickly like the channel, message, etc. After that, simply click on the ‘Save & Send Test Request’ button. Lastly, when you check your Gmail dashboard, the email is delivered via Gmail about the new task in ClickUp. That’s it! Now you know how to Send Email via Gmail from New ClickUp Task in real-time. This is a one-time process, after which everything will be managed by the online business automation tool i.e Pabbly Connect. Just follow the step by step procedure mentioned above and your ClickUp to Gmail integration is set. So, what’s stopping you now! Go and catch your deal by signing up for a free account.Step 2: Access Pabbly Connect
Step 3: Workflow for ClickUp to Gmail Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for ClickUp to Gmail Integration
(a) Select Application you Want to Integrate
(b) Click on Connect Button
Step 5: Connecting ClickUp with Pabbly Connect
(a) Head to ClickUp Profile Option
(b) Click on Apps Option
(c) Copy the API Token
(d) Paste the API Key
(e) Save & Send Test Request
Step 6: Make a Test Purchase
(a) Capture Webhook Response
(b) Click on Task Button
(c) Click on Create Task
(d) Test the Response in Pabbly Connect Dashboard
Step 7: Setting Action to Find Task by Task ID
(a) Select Application you Want to Integrate
(b) Authorize the Account
(c) Map the Fields
(d) Check & Save the Response
Step 8: Setting Action for ClickUp to Gmail Integration
(a) Select Application you Want to Integrate
Step 9: Connecting Gmail to Pabbly Connect
(a) Authorize Application
(b) Map the Fields
Step 10: Check Response in Gmail Dashboard
Conclusion –
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