How to automatically send an email using Gmail for each new task created in ClickUp

Relay.app is an automation tool that lets you automate actions across Gmail, ClickUp, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the GmailSend email” action for each ClickUpTask created” event.
ClickUp logoClickUp > Gmail
Trigger
Last triggered
ClickUp logoTask created
Gmail logoSend email
1

Set the ClickUp trigger as “Task created”

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the ClickUp trigger to initiate your playbook's actions whenever a new task is added. Click "Add trigger" in your playbook and choose "Task created" from the dropdown menu under ClickUp.

If you still need to connect your ClickUp account to Relay.app yet, a prompt will guide you through the process.

2

Add the “Send email” step in Gmail

Integrate the Gmail automation into your playbook to ensure the prompt sending of an email using Gmail for each new task created in ClickUp.

Click the "Add step" button, locate the “Send email” automation for Gmail, and input the mandatory and relevant details.

If your Gmail account still needs to be 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 Gmail account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send an email using Gmail for each new task created in ClickUp without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

More how-to guides featuring Gmail and ClickUp

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