Guide

How to create tasks in ClickUp from new rows in a Coda table

Learn how to set up a Relay playbook that automatically creates a new task in ClickUp whenever a new row is added in Coda table.
Coda logoClickUp logo
1

Create your playbook

To automate this workflow, you'll create a Relay playbook that runs automatically whenever a new row is added to a table in Coda.

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

2

Add the Coda trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

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

Now, every time a new row is added to a table in Coda, your playbook will run automatically.

3

Add the ClickUp "Create task" automation

Now you can create a new 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 necessary details. You can reference fields from Coda to automatically pass along the right data.

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 new row is added to a table in Coda. 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