Let us discuss how you can integrate ClickUp with Notion – following this integration, each time you create a new task in ClickUp, it will automatically be saved as items in your Notion database.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will first link ClickUp with Pabbly Connect to capture newly created tasks, then link Pabbly Connect with Notion to save the captured tasks.
Steps to Automatically Export New ClickUp Tasks to Notion Database
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between ClickUp and Pabbly Connect
3. Add Date / Time Formatter to the Workflow
4. Setup Notion as the Action App to Save Tasks
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a Connection between ClickUp and Pabbly Connect
We will now look at the steps through which we will establish a link between ClickUp and Pabbly Connect – This will help us to fetch the newly created ClickUp tasks.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be ClickUp.
Choose ‘ClickUp’ as the Trigger App, select ‘New Task’ as a Trigger Event, and click on ‘Connect’.
B. Connect ClickUp Account
To connect with your ClickUp account, select ‘Add New Connection’. You will be prompted to enter your API Token.
Login to your ClickUp account, and click on your ‘Profile Icon’ > ‘Apps’.
Copy your API Token, paste it into its given field, and click on ‘Save’.
Select the Workspace, Space, Folder, and List whose data you want to capture and click on ‘Save & Send Test Request’.
Expand Response Received, where the details of the latest task you created must be visible.
Step 3:- Add Date / Time Formatter to the Workflow
The due date we captured from ClickUp is according to the UTC time scale and in an incorrect format – to correct this, we will add a Date / Time Formatter to our workflow.
Choose ‘Date/Time Formatter’ as the Action App, select ‘Format Date with Time Zone’ as an Action Event, and click on ‘Connect’.
Map the Due Date from the step above.
Select From and To Format for your due date.
Select From and To Timezone, and click on ‘Save & Send Test Request’.
The Due Date is now in the correct format.
Step 4:- Setup Notion as the Action App to Save Tasks
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to save the captured ClickUp tasks in our Notion database. Thus, Notion will be our Action App.
A. Action App
Choose ‘Notion’ as your Action App, select ‘Create Database Item’ as an Action Event, and click on ‘Connect’.
B. Connect Notion Account
To connect with your Notion account, select ‘Add New Connection’, and click on ‘Connect With Notion’.
Select the Database where you want to save the tasks.
As soon as you select your database, the properties of this database will start reflecting as fields in your Action Step.
C. Map Necessary Fields
Now that you have connected your Notion account, all you need is to map the necessary details from the steps above. Mapping ensures our data remains dynamic and changes as per the received responses.
Map the Task from the step above.
Similarly, map the other fields, and click on ‘Save & Send Test Request’.
The moment you click on Save & Send Test Request, your tasks will be saved in your Notion database.
Our automation is complete. We have successfully integrated ClickUp with Notion. Each time you create a new task in ClickUp, it will automatically be saved in your Notion database.
You can copy this entire workflow by clicking this link.
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