Guide

How to automatically share Google Forms for every new ClickUp task

Automatically distribute Google Forms to specified groups or individuals each time a new task is created in ClickUp, enhancing collaborative input and efficiency.
Google Forms logoClickUp logo
1

Create your Relay.app playbook

Begin by setting up the steps that coordinate between Google Forms and ClickUp for your workflow.

First, sign up for Relay.app and go to your dashboard. Click on the "New playbook" button to initiate the playbook creation process.

Name your playbook with a unique title like "Share Google Forms for ClickUp" and select a relevant emoji, such as 📝, to easily identify it.

2

Set the ClickUp trigger as "Task created"

Every playbook starts with a trigger. The trigger detects changes in your connected apps and initiates your playbook's actions.

Click "Add trigger" and select "Task created" under ClickUp automation. Then, select details like the list. This will allow your playbook to automatically detect new tasks created in ClickUp and initiate necessary actions.

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

3

Add the "Share form" in Google Forms automation

Integrate the Google Forms automation into your playbook to ensure the specific Google Forms are promptly shared for each task created in ClickUp.

Click the "Add step" button, then locate the "Share form" automation for Google Forms and input the mandatory and relevant details.

If your Google Forms 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 Google Forms account.

4

Activate your Relay.app playbook

Activating your playbook is the final step to automate sharing the specific Google Forms. Once turned on, it will respond to a new task created in ClickUp by sharing the specific Google Forms 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.

Get started with Relay.app

Sign up now and get started with your playbook today