Guide

How to share Google Forms when ClickUp tasks change status

Learn how to set up a Relay.app playbook to automatically share a Google Forms link whenever the status of a task changes in ClickUp. By configuring this playbook, you ensure that whenever the status of a task is updated in ClickUp, the corresponding Google Forms link is automatically shared with specified collaborators or team members. This integration enhances collaboration and ensures that stakeholders have access to the necessary forms to facilitate task management and decision-making processes.
Google Forms logoClickUp logo
1

Create your playbook

To automate this workflow, you'll create a Relay.app playbook that runs automatically every time the status of a ClickUp task changes.

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

2

Add the ClickUp "Task status changed" 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 "Task status changed" under ClickUp. Then, select the relevant details. This trigger will automatically detect all the task status changes in ClickUp to share the specific Google Forms.

If this is your first time using a ClickUp integration in Relay.app, you'll be prompted to connect your ClickUp account.

3

Add the Google Forms "Share form" automation

Integrate the Google Forms automation into your playbook to ensure the specific Google Forms is promptly shared for every task status change in ClickUp. Add a new step and select "Share form" from the list of Google Forms automations.

Connect Google Forms to Relay.app if you haven't already, then fill out the mandatory and relevant details. You can reference fields from ClickUp to automatically pass along the right data.

4

Turn on the playbook

Activating your playbook is the final step to automate sharing specific Google Forms for every task status change in ClickUp. Once turned on, it will respond to every task status changed 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 sent correctly.

Get started with Relay.app

Sign up now and get started with your playbook today