ClickUp Integration

Automatically Create Tasks With Submission Data on Your Clickup Spaces

Adrian avatar
Written by Adrian
Updated over a week ago

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By using involve.me's native integration with ClickUp you can - for every submission that is completed - automatically create tasks, receive submission data and entrust these tasks to an assignee of your choice.

If you want to test the integration before committing to a paid plan, you can do so by registering for a free 14-day trial.

Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.

You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your project's card and selecting "Connect" - then just click "Connect" on ClickUp's card.

If you're not currently logged into your ClickUp account, you'll be prompted to do so.

Once you're logged in, you will be asked to pick a workspace for involve.me to connect to. You can pick just one or multiple workspaces - once you're done with your selection just click "Connect Workspace(s)".

Once you have connected ClickUp to involve.me, you'll be able to see the name and creation date of this connection.

ClickUp Spaces

When setting up the integration, you will need to pick the team, which one of the spaces inside your ClickUp workspace will be used, as well as which folder the list you wish to use is in (if it's inside one) and finally, you can pick the list where the tasks will be added to.

By default, the task name will be set to "Submission Date and Time" but you can change this.

You can also select an assignee and in how many days will be the due date - both of these are optional.

Data Mapping for the ClickUp Integration

In order for your integration to receive submission data, make sure to create custom fields in ClickUp accordingly.

Once the integration has been connected to your project, you'll find the button "Manage Custom Fields" on the project's integration settings, which is where you can map the involve.me fields to the integration fields.

Default Custom Fields That Need to Be Created Beforehand

If you want to receive data for the below fields, then you'll need to create them in ClickUp exactly as shown in the column "ClickUp Fields".

involve.me Fields

ClickUp Fields

Type

Email

email

Text

Outcome

outcome

Text

Project

involveme_project

Text

Title

Title

Text

First name

First name

Text

Last name

Last name

Text

Gender

Gender

Text

Job title

Job title

Text

Organization name

Organization name

Text

Street

Street

Text

Zip

Zip

Text

City

City

Text

State

State

Text

Country code

Country code

Text

Country

Country

Text

Phone

Phone

Text / Phone

Mobile phone

Mobile phone

Text / Phone

Fax

Fax

Text / Phone

Website

Website

Text / Website

Birthday

Birthday

Text / Date

Correctly answered questions

Correctly answered questions

Text / Number

Score

Score

Text / Number

Outcome points

Outcome points

Text / Number

Calculator result*

Calculator result

Text / Number

Calculators by ID (eg. ca_xxxxxxx)**

ca_xxxxxxx

Text / Number

Facebook

Facebook

Text / Website

Twitter

Twitter

Text / Website

Instagram

Instagram

Text / Website

LinkedIn

LinkedIn

Text / Website

Embed URL

Embed URL

Text / Website

Remote ID

Remote ID

Text

*This is the result of the first calculator in the project, if there's only one calculator you can use this field.

**If you have multiple calculators in your project you can specify them by ID.

Data From Question Elements

Any other collected data fields (e.g. from multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc,) can be mapped through "custom field mapping".

Tags

involve.me submissions can not only create custom fields but also assign tags in ClickUp automatically.

In your project’s integrations setup under the “Manage Tags & Custom Fields” button, you can turn on tags for different kinds of submission data:

  • Outcomes

  • Project name

  • Answers from questions

  • When an opt-in checkbox was ticked

Tags will allow you to trigger different actions in your ClickUp account or help you organize incoming data. Please be aware that in order to have tags set you do not need to also setup custom fields, they can be used independently.

Good to Know

  • A task's name will turn into "Submission Date and Time" by default, if the option/data you picked is not being collected.

    • E.g. If the task name is set to "email" but you don't collect an email address, then the task's name will be the submission's date and time instead.

  • The integration will fail to trigger if you created a Phone/Mobile phone/Fax custom field with type "phone" and the number that the participant provides is invalid. This won't happen if the field has the type "Text", even if the number provided is invalid.

  • If you have configured a ClickUp integration on a project and you duplicate said project, your integration settings will duplicate as well. You can at any time remove the connection for the duplicated project and add a different one.

Opt-in Checkbox and GDPR

In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, to your involve.me project.

Here's a step-by-step guide on how to set it up.

If GDPR is of no concern to you, then you can skip this step.

Testing Your Integration

Once the integration has been set up and connected to your project, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.

If you still have any questions, please feel free to contact our support team.

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