How to Integrate ClickUp with Dubsado

Quick summary

This guide shows you how to integrate ClickUp with Dubsado using Zapier by setting up a Zap that triggers on Dubsado events and creates automated actions in ClickUp. Connecting these two tools eliminates manual data entry and keeps your project management and client workflows in sync automatically.

Steps

1. Log in to Zapier, click Create, and select Zaps to get started.
2. Click Trigger to begin configuring the trigger step.
3. Search for Dubsado and set it as the Trigger App.
4. Choose a trigger event for the Dubsado app.
5. Enter your Dubsado API key in the designated authentication field.
6. Go to your Dubsado dashboard and click the settings icon to locate your API key.
7. Select Integrations from the Dubsado settings menu.
8. Click Generate tokens under the Zapier section.
9. Select Generate New Token to create a new API key, then copy it.
10. Select Copy to copy the generated token to your clipboard.
11. Return to Zapier, paste the API key, connect your Dubsado account, and click Continue.
12. Click Test trigger to verify the Dubsado connection is working.
13. Search for and select ClickUp as the action app.
14. Choose an event for the ClickUp action step.
15. Click Choose to select a ClickUp account, then click Continue.
16. Complete and customize the required fields for the ClickUp action, then click Continue.
17. Click Test step to validate the action, then click Publish to activate the integration.