How to automatically create a new task in ClickUp for a newly added project in Pipedrive

Relay.app is an automation tool that lets you automate actions across Pipedrive, ClickUp, and many other apps. In this guide, we'll show you how to automatically create task in ClickUp for each project added in Pipedrive using Relay.app.
Pipedrive logoPipedrive > ClickUp
Trigger
Last triggered
Pipedrive logoProject added
ClickUp logoCreate task
1

Create your playbook and set the Pipedrive trigger as "Project added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Project added" under Pipedrive. Then, select details like the board. This will allow your playbook to automatically detect the newly added project in Pipedrive and initiate necessary actions.

If this is your first time using a Pipedrive integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Create task" in ClickUp automation

Integrate the ClickUp automation into your playbook to ensure the prompt creation of a new task in ClickUp when a new project has been added on Pipedrive.

Click the "Add step" button, then locate the "Create task" automation for ClickUp and input the mandatory and relevant details.

If your ClickUp account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your ClickUp account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new task in ClickUp. Once turned on, it will respond to each newly added project on Pipedrive by creating a new task in ClickUp without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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