Searching for a easiest way to send Slack channel message from new ClickUp task automatically? If yes, then let us introduce the most amazing tool named Pabbly Connect.
Basically, Pabbly Connect is an integration and automation software that lets you migrate data from one app to another in real-time.
But before we start 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, team, etc in one place. On the other hand, Slack is a chatroom application for your whole team to communicate both as a group and in personal one-on-one discussions.
After integrating these applications, whenever you will add a new task to your ClickUp account, the message will automatically get delivered regarding the task in the Slack channel in real-time.
Even though, there is no direct integration possible for these two services yet. Hence, we are going to use Pabbly Connect to make this integration possible.
Using this software, you can easily share data within multiple premium services. Furthermore, you won’t need any coding skills & even a novice can use them effectively. Plus, 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
Therefore, let’s start the blog on how to connect ClickUp and Slack in real-time. Furthermore, we’ve attached a template for this integration to help you get started more quickly. You can strike the ‘Use Workflow’ button below to begin your integration journey. Also, you can go to the Marketplace & look for more apps/integrations.
Now, without taking any more of your time, let’s begin the step by step procedure to integrate ClickUp and Slack.
Step 1: Sign up to Pabbly Connect
Kick-off the process to send Slack message for the new ClickUp task by pressing on the ‘Sign Up Free’ button on the Pabbly Connect dashboard. Later, you can either fill-up all the details manually or else sign up using Gmail credentials.
Try Pabbly Connect for FREE
Now, after logging into the account, press the ‘Access Now’ button as shown in the above image. Begin with creating a workflow for your project by pressing on the ‘Create Workflow’ button. Next, you need to name the workflow just like in the above-shown image. I named the workflow ‘ClickUp To Slack’, you can obviously name the workflow as per your requirements. After 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 next step is to select “ClickUp” from the dropdown, then choose the “New task” option to send Slack channel message from new ClickUp task. The subsequent step is to press the “Connected with ClickUp” button. Now, after you click on 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. When you press the profile option, it will open up different options, choose “Apps” from it. Just copy the “API Token” appearing on the dashboard. Now, paste the copied API Key, and click on the “Save” button. Next, click on the “Save & Send Test Request” button to proceed further. To check if the integration is capturing data or not, we will make a dummy task in ClickUp. Subsequently, click on the “Capture Webhook Response” button. In this step, go to the ClickUp dashboard and then hit the ‘Task’ button. Now, add all the task details and then hit the “Create Task” button. Once you click on the ‘Create Task’ in ClickUp, the task info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ option to send Slack channel message from the new ClickUp task. Now, in order to find the task id, you will have to set an action for that. Now, click on 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’ to proceed further. Now, paste the copied API key you copied earlier, then hit the “Save” button Now, map the respective field and click on the ‘Save & Send Test Request’ button. Once you click on the ‘Create Task’ in ClickUp, the task info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ option. Now, in order to make this ClickUp-Slack integration work, you have to choose an action for your trigger. Now in this step, click on the ‘+’ button below and choose the application that you want to integrate. Here we will choose ‘Slack’ to integrate and in the method section select ‘Send Channel Message (Without Image)’. After choosing the application click on the ‘Connect with Slack’ button to move forward. Next, in order to connect Slack to Pabbly Connect, you have to authenticate the application. For this, you have to log in to your Slack account. Next, to authenticate your Slack account, you need to again click on the ‘Connect with Slack’ button and then grant the permission to connect Pabbly Connect and Slack. After connecting with your Slack account, map all the fields quickly like the channel, message, etc. Once you are done adding up all field data click on the ‘Save & Send Test Request’ button. Finally, when you check your Slack dashboard, the message is delivered in the channel about the new task in ClickUp. That’s it! Now you know how to send Slack Channel Message from new ClickUp Task in real-time. This is a one-time process, after which everything will be managed by our automation tool i.e Pabbly Connect. Just follow the step by step procedure mentioned above and your ClickUp to Slack 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 Slack Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for ClickUp to Slack 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 Slack Integration
(a) Select Application you Want to Integrate
(b) Click the Connect Button
Step 9: Connecting Slack to Pabbly Connect
(a) Authorize Application
(b) Map the Fields
Step 10: Check Response in Slack Dashboard
Conclusion –
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