In this post, we will look at how you can integrate Google Sheets with ClickUp, so that every time you enter data in your Google Sheets spreadsheet, it will be used to create tasks in ClickUp.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will first link Google Sheets with Pabbly Connect to gather the details of the tasks and then link Pabbly Connect with ClickUp to automatically create tasks using the data that has been collected.
Steps to Automatically Create ClickUp Tasks from Google Sheets Data
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a Connection between Google Sheets and Pabbly Connect
3. Add Date / Time Formatter to the Workflow
4. Setup ClickUp as the Action App to Create New 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 Google Sheets and Pabbly Connect
We will now look at the steps through which we will establish a link between Google Sheets and Pabbly Connect. This will enable us to retrieve data from Google Sheets.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Google Sheets.
Choose ‘Google Sheets’ as the Trigger App and select ‘New or Updated Spreadsheet Row’ as a Trigger Event.
B. Webhook URL
A new Webhook URL will get generated. You will use this Webhook URL to create a connection with your Google Sheets account. Copy the Webhook URL.
As soon as you Copy the Webhook URL, Pabbly Connect will start looking to capture data from Google Sheets, as indicated by the rotating Waiting For Webhook Response button.
C. Connect Google Sheets Account
To connect with your Google Sheets account, open the spreadsheet where you wish to input the data, click on Extensions > Add-ons > Get add-ons, and search for ‘Pabbly Connect Webhook’.
After installing the add-on, again click on Extension > Pabbly Connect Webhooks > Initial Setup.
Paste the Webhook URL that we copied earlier, and in the Trigger Column, mention the name of the last column in which the data is available, and click on ‘Send Test’.
Now that the data is sent successfully – click on ‘Submit’.
Now, click on Extension > Pabbly Connect Webhooks > ‘Send On Event’.
To confirm our established connection, ensure that the data you entered is visible by switching to Pabbly Connect and expanding the Response Received section.
We have established a link between Google Sheets and Pabbly Connect. Pabbly Connect will now automatically capture the data entered in your Google Sheets spreadsheet.
Step 3:- Add Date / Time Formatter to the Workflow
ClickUp requires us to enter Start Date and End Date as Timestamp in Milisecond format, but the data we captured from Google Sheets does not have that – to fix this, we will add a Date/Time Formatter to our workflow.
Choose ‘Date/Time Formatter by Pabbly’ as the Action App, select ‘Format Date with Time Zone’ as an Action Event, and click on ‘Connect’.
Map the Start Date from the step above.
Select From and To Format and convert the Start Date format to Timestamp in Milisecond.
Select From and To Timezone, and click on ‘Save & Send Test Request’.
The Start Date is now in the correct format.
Clone this step, and fix the End Date in a similar manner.
Map the End Date from the step above, and click on ‘Save & Send Test Request’.
Step 4:- Setup ClickUp as the Action App to Create New Tasks
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to use the captured data to create tasks in ClickUp. Therefore, ClickUp will be our Action App.
A. Action App
Choose ‘ClickUp’ as the Action App, select ‘Create Task’ as an Action 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 give field, and click on ‘Save’.
Select your Workspace, Space, Folder Name, and List Name where you want to create the tasks.
Map the Task Name from the trigger step.
Similarly, map the other fields, leaving the unnecessary ones empty, and click on ‘Save & Send Test Request’.
The moment you click on Save & Send Test Request, a task will be added to your ClickUp task list.
Our automation is complete. We have successfully integrated Google Sheets with ClickUp. Now, each time you enter data into your Google Sheets spreadsheet, ClickUp will use it to create tasks automatically.
You can copy this entire workflow by clicking this link.
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