Guide

How to automatically create ClickUp tasks whenever a new row is added in Retable

Learn how to set up a Relay playbook that automatically creates tasks in ClickUp when a new row is added to Retable, streamlining your workflow and keeping your projects up-to-date.
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1

Create your playbook

To automate this workflow, you'll create a Relay playbook that runs automatically every time a row is added in Retable.

Get started by signing up at Relay.app and clicking "New playbook." Give your new playbook a unique name and emoji.

2

Add the Retable trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and responds to your playbook.

Click "Add trigger" and select "Row added" under Retable. Then, select the table. If this is your first time using a Retable integration in Relay, you'll be prompted to connect your Retable account.

Every time a row is added in Retable, your playbook will run automatically.

3

Add the ClickUp "Create task" automation

Now, you can create a task in ClickUp. Add a new step and select "Create task" from the list of ClickUp automations.

Connect ClickUp to Relay if you haven't already, then fill out the details like the list, name, description, assignees, status, priority, start date, due date, and custom fields. You can reference fields from Retable to pass along the correct data automatically.

4

Turn on the playbook

When you are done with the playbook, it's time to turn it on.

The playbook will now run automatically whenever a row is added in Retable. You can also click "Check now" to do a manual check whenever you'd like.

Get started with Relay.app

Sign up now and get started with your playbook today