Starter
A form
Create a task in ClickUp when a form is submitted
When a form is submitted, create a task in ClickUp.
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
- 1
- Accounts
- 1
- Starts
- A form is submitted, 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 form is submitted
- Someone sends one of the client’s forms.
- Create a task
- A task in a list.
- Starts whenA form is sent
- App stepNamed after the lead
What each client fills in
- ClickUp: List ID
- For example from 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.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Pick the client’s form that starts it
- Connect the client’s ClickUp, for “Create a task”
- Fill in ClickUp: List ID (For example from the list’s URL)
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