1. Connect a ClickUp account

Basically, all you need to do is to allow Onlizer to access your ClickUp workspace.

2. Connect other services you want to integrate

The process itself is similar, but it may vary from one service to another. After you’ve done it, your Connections hub should look like this:

3. Create a new integration

Before you do it, it’s better to understand the basic principle of how integrations at Onlizer work. First goes a trigger - some event that launches the process. Action is the second part after a trigger and it speaks for itself - it does something.

One trigger can start a series of actions, so there is no need to have a trigger for each action.

Action and triggers are different for each service. For ClickUp there are only actions for now:

  • Change task status

  • Create task

  • Add an attachment to the task

  • Add a member to the task

  • Remove member from task

  • Update task

  • Get task details by ID

  • Get tasks

  • Get custom fields

  • Get folders list

  • Get members list

  • Get statuses list

  • Get spaces

  • Get space tags

  • Get lists

  • Get teams

Some actions can create or update your workplace’s items (e.g. “Change task status”), and some of them are operational (e.g. “Get task details by ID”). Operational actions are meant for filtering. For example, to find the specific task to change, you need to get a tasks list with IDs at first. Once it’s clear, let’s continue with the integration setup.

Once it's clear, let's create a new integration:

First of all, you need to create a core pair: a trigger and a first action. The process is straightforward: select services, trigger, and action.

In the next step, you need to select connected accounts for your services. Also, you can create a new connection here if you need to add another account or you haven’t done it earlier.

4. Set up an action

Here you need to set up what exactly should be done. I’ve chosen a “Create task” action, but there are a lot of details: how to name it, what space or list to use, what is the status, etc. All of it is needs to be set here.

Once you’ve connected a Clickup account, Onlizer can access the list of your Spaces, Folders, Lists, and Tasks. That way you can simply select options from the list to complete the action settings:

Besides that, you can use variables from other services that are linked to the action with the arrow. In our example, HubSpot is connected to ClickUp’s action. This means we can use the data from HubSpot in the ClickUp’s action.

For example, I want to have the HubSpot contact’s full name in the task’s title.

  1. The first part is constant: all task titles will be starting from this text

  2. The second part is a variable - it contains the first name from HubSpot’s contact

  3. Similar to the second part, 3rd part of a title contains a second name

That way you can combine constants and variables to generate custom data.

5. Save and publish your integration

Once you’ve filled the required fields, you will be able to save and publish the integration. Publishing means to start the integration running - from that moment, Onlizer starts to monitor the trigger events and perform actions assigned to them.

After publishing, we run a series of automatic checks to ensure everything is working. Also, you can test the integration yourself:

  1. Perform a trigger event (create a new HubSpot contact in our case)

  1. Check the “Runs history”: there are should be a new record after a trigger event is done (sometimes you need to wait a minute or two)

  2. Check the result of the action: did it make what you’ve expected? In our example, the result of integration is a created task in ClickUp, so we’ll check it there

5. Improve integration

Here comes the most interesting part. Complex integrations is what Onlizer is all about. Basic 2-step integration you can do in several ways, including native ClickUp’s integrations. With us, you can do big workflows to automate not just a part, but the whole process.

Here are what’s happening here:

  1. The first is trigger event to start the chain

  2. The ClickUp task is created

  3. The user’s email is added to a MailChimp campaign

  4. The Slack message is sent to the channel to notify that a new ClickUp task was created

  5. The welcome letter is sent to a new contact via MailChimp

  6. The status changes to “complete” in the previously created task

  7. The Slack message is sent to the channel to notify that the new ClickUp task was updated

An important thing to mention: the sequence of actions is determined by the number. The arrows between actions symbolize their relation, not the sequence of execution. In this example, ClickUp task creation and updating are connected, that way updating action can access the task ID from a creation step. Updating of a task will happen after a previous step, which is the “Send campaign” action at MailChimp

Basically, this is an example of how to set up automatic letters to newly subscribed users with a possibility to monitor progress in ClickUp and get notifications via Slack.

This is just an example, with Onlizer, you can do many more than this - sign up now and try for free!

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