How to Use Integromat and ClickUp: Beginner Tutorial
19.3 هزار بار بازدید -
3 سال پیش
-
Learn how to use
Learn how to use #Integromat and ClickUp to automatically send complete ClickUp tasks to Google Sheets. While this is a simple example automation, you can ALSO use Integromat to automate all sorts of workflows using ClickUp -- and it's way more powerful than Zapier!
The example we're working through today is building a content database inside Google Sheets to avoid the clutter of having a lot of Completed tasks inside ClickUp that could potentially become quite cluttered. This beginner tutorial is only the beginning, though.
Unlike Zapier, Integromat has the ability to integrate with ClickUp's Custom Fields *and so much more!* so the possibilities for automation are fairly endless.
🔗 Want to try Make (formerly Integromat)? Use our affiliate link to receive 1 month of the Pro Plan with 10,000 operations for FREE: https://processdriven.co/make
⭐ Want to work with me to get your ClickUp in order? Go to processdriven.co/pdm
⭐ Want to try ClickUp for yourself? Use my affiliate link processdriven.co/clickup
In this video we'll cover:
00:00 - Intro to Integromat Scenario
00:35 - Why should we backup ClickUp info in Sheets?
01:46 - Collaboration vs. Database
03:21 - Integromat Explained
05:20 - Integration use case example
05:59 - Creating your first Integromat scenario
07:13 - "Watching Tasks" Explained
09:28 - Adding the WebHook
12:29 - "Why is it only giving me the Task ID?"
13:20 - Mapping Explained
14:30 - Connecting gathered information to Google
18:49 - Narrowing down your triggers using Filters
21:51 - Using the Scheduling option to Automate
/ / / / MORE FREE RESOURCES / / / /
💡 Watch our FREE strategy training here: https://loom.ly/ssAEAyI
📨 Get tips directly in your inbox: https://processdriven.co/email?utm_so...
🌎 Join our FREE Facebook Group by visiting: https://processdriven.co/group
📹 Want to steal our gear/setup/software stack? https://loom.ly/EUbf9Mg
/ / / / SUPPORT OUR WORK / / / /
🔥 Want to get your systems & processes in order? Consider joining #ProcessDriven Foundations™ at: https://loom.ly/wVmg54g
⏱️ Need to learn SmartSuite? Master the basics in just ONE day: https://loom.ly/tBdhzOo
🤓 Need to learn ClickUp? Master the basics in just ONE day: https://loom.ly/lnvReKc
🤝 Interested in becoming a Sponsor for the ProcessDriven YouTube channel? Reach out directly at: https://loom.ly/GUtoxJo
/ / / / AFFILIATE DISCLAIMER / / / /
Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms
The example we're working through today is building a content database inside Google Sheets to avoid the clutter of having a lot of Completed tasks inside ClickUp that could potentially become quite cluttered. This beginner tutorial is only the beginning, though.
Unlike Zapier, Integromat has the ability to integrate with ClickUp's Custom Fields *and so much more!* so the possibilities for automation are fairly endless.
🔗 Want to try Make (formerly Integromat)? Use our affiliate link to receive 1 month of the Pro Plan with 10,000 operations for FREE: https://processdriven.co/make
⭐ Want to work with me to get your ClickUp in order? Go to processdriven.co/pdm
⭐ Want to try ClickUp for yourself? Use my affiliate link processdriven.co/clickup
In this video we'll cover:
00:00 - Intro to Integromat Scenario
00:35 - Why should we backup ClickUp info in Sheets?
01:46 - Collaboration vs. Database
03:21 - Integromat Explained
05:20 - Integration use case example
05:59 - Creating your first Integromat scenario
07:13 - "Watching Tasks" Explained
09:28 - Adding the WebHook
12:29 - "Why is it only giving me the Task ID?"
13:20 - Mapping Explained
14:30 - Connecting gathered information to Google
18:49 - Narrowing down your triggers using Filters
21:51 - Using the Scheduling option to Automate
/ / / / MORE FREE RESOURCES / / / /
💡 Watch our FREE strategy training here: https://loom.ly/ssAEAyI
📨 Get tips directly in your inbox: https://processdriven.co/email?utm_so...
🌎 Join our FREE Facebook Group by visiting: https://processdriven.co/group
📹 Want to steal our gear/setup/software stack? https://loom.ly/EUbf9Mg
/ / / / SUPPORT OUR WORK / / / /
🔥 Want to get your systems & processes in order? Consider joining #ProcessDriven Foundations™ at: https://loom.ly/wVmg54g
⏱️ Need to learn SmartSuite? Master the basics in just ONE day: https://loom.ly/tBdhzOo
🤓 Need to learn ClickUp? Master the basics in just ONE day: https://loom.ly/lnvReKc
🤝 Interested in becoming a Sponsor for the ProcessDriven YouTube channel? Reach out directly at: https://loom.ly/GUtoxJo
/ / / / AFFILIATE DISCLAIMER / / / /
Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms
3 سال پیش
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