Starter
Create a record in Airtable when a task changes status in ClickUp
When a task changes status in ClickUp, create a record in Airtable.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
- Steps
- 1
- Client fills in
- 4
- Accounts
- 2
- Starts
- A task changes status in ClickUp, within seconds
UsesBeta
Every step, in order
When it happens in the first app, the step runs in the second, with the client’s own account.
- A task changes status
- A task in a list moves to another status, within seconds. The Workspace ID is the first number in any ClickUp link.
- Create a record
- Add one row to a table. Field names must match the table’s columns.
- Starts whenA task changes status
- App stepCreate a record
Airtable
What each client fills in
- Airtable: Base ID
- From the base’s URL: airtable.com/appXXXX/…
- Airtable: Table
- For example Leads
- ClickUp: Workspace ID
- For example 9012345678
- ClickUp: List ID
- For example the number in the list’s URL
The accounts it needs
Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.
In the client’s ClickUp: avatar → Settings → Apps → API Token → Generate.
airtable.com/create/tokens → Create token → scopes data.records:write and data.records:read (lookups and the triggers) → add the client’s base → copy the token.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Connect the client’s ClickUp, for “A task changes status”
- Connect the client’s Airtable, for “Create a record”
- Fill in ClickUp: Workspace ID (For example 9012345678)
- Fill in ClickUp: List ID (For example the number in the list’s URL)
- Fill in Airtable: Base ID (From the base’s URL: airtable.com/appXXXX/…)
- Fill in Airtable: Table (For example Leads)
- Match Airtable’s fields to the client’s own: Task ID
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