The challenge is at the second point of conversion: let’s say Event Registration. So if a candidate fills out the General Web Form, I can have a unique Zap with the text ‘General Web Form’ dropping into the linked records -> Interactions field and it works like a charm. I have a Contacts table (with Email as the unique identifier), and an Interactions table (with things like General Web Form, Event Registration, etc.). The primary challenge I’m encountering is in logging interactions. We’ve used Zapier for ages to create and update records in Google Sheets, and are shifting our process over to Airtable to allow more users access to the data. If you are having issues with the integration, try to disconnect and reconnect the app.Hello! I work in higher ed, and am trying to set up a highly automated CRM base. Zapier has created templates to integrate ClickUp with several popular apps, including Google Calendar, Google Sheets, Gmail, Bitbucket, and GitLab. The dynamic fields you can use vary depending on the app you're integrating with and your data meeting the Custom Field type requirements in ClickUp.įor example, you can create a Zap that populates a ClickUp Custom Field with data from a Google Sheets row. You can use dynamic fields from the app you're integrating with via Zapier as a trigger. You must select the Space, Folder, and List where your task lives to set or update its Custom Fields. You can set or update Custom Fields using the following Zapier actions: Select the ID field which contains the task ID.In a new action, select the Task field.To update the task you found using another Zapier action: You can use external websites such as to convert these values to readable dates. Once in Zapier, Date Custom Field values are displayed as Unix/Epoc values. Once you've found a task, you can update it using additional actions. Set the Custom Field values to filter by.Select the Space, Folder, and List where your ClickUp task exists.You can use dynamic fields from the app you're integrating via Zapier as a trigger. If more than one task meets the criteria, only the most recently created task is selected. Use the Find Task action to select a task in your Workspace based on matching Custom Fields. Search for a task in your Workspace by task ID.Ĭombine a Find Task action with the Update Task action to update existing tasks in your Workspace. Search for a task in your Workspace by Custom Fields. Search for a user in your Workspace by name or email address. Update a status, add or remove Tags, change Priority, update Custom Fields, and more. When an event triggers a Zap, you can configure one or more actions in ClickUp: Action You can leave the value field blank to trigger the Zap from any change to the Custom Field or set a specific Custom Field value to trigger the Zap. Includes status, assignee added, Priorities, Tag added, and Custom Fields.įor example, you can set up a trigger to monitor Custom Field changes in a specific location of your Workspace.The following actions in ClickUp are available as triggers: ![]() These IDs work just like task IDs to identify a unique location in your Workspace and can be found using the ClickUp API to explore your Workspace Hierarchy. Some triggers, and actions may require you to provide the Space, Folder, or List ID. You can use ClickUp triggers, actions, and find tasks using Zapier. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |