Quick summary
This guide shows how to integrate ClickUp with Typeform using a Zapier Zap, so that ClickUp task events automatically trigger actions in Typeform without manual effort. The setup involves configuring a trigger app, authenticating both accounts, and publishing the Zap to activate the automation.
Steps
- Log in to Zapier, click "Create," and select "Zaps" to get started.
- Click "Trigger" to begin setting up the trigger step.
- Search for and select "ClickUp" as the Trigger App.
- Choose a trigger event from the ClickUp options.
- Sign in to your ClickUp account and click "Continue" to authenticate.
- Select a ClickUp workspace to connect and continue.
- Click "Test trigger" to verify the ClickUp connection returns sample data.
- Click "Continue with selected record" to confirm the trigger data.
- Search for and select "Typeform" as the action app.
- Choose an event to perform under Typeform.
- Log in to your Typeform account and click "Continue" to authenticate.
- Complete and customize the required action fields, then click "Continue."
- Click "Test step" to verify the Typeform action works correctly.
- Click "Publish" to activate the integration and complete the Zap setup.
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