Guide

How to create a ClickUp task for new Airtable records

Struggling to keep track of new Airtable records and turn them into actionable tasks in ClickUp? With Relay.app, you can automate this process effortlessly. Our integration ensures that every new Airtable record triggers the creation of a corresponding task in ClickUp, streamlining your workflow. No more manual data entry or missed opportunities.
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1

Create your Relay.app playbook

Begin by setting up the steps that coordinate between Airtable 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 "Sync task creation from Airtable to ClickUp" and select a relevant emoji, such as 📝, to easily identify it.

2

Set the Airtable trigger as "New record added"

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 "New record added" under Airtable automation. Then, select the table. This will allow your playbook to automatically detect the new record added in Airtable and initiate necessary actions.

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

3

Add the "Create task" in ClickUp automation

Integrate the ClickUp automation into your playbook to ensure the prompt creation of a corresponding task for each new record added in Airtable.

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.

4

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 a new record added in Airtable by creating a corresponding 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.

Get started with Relay.app

Sign up now and get started with your playbook today