How to Integrate Forms With ClickUp

ClickUp is a powerful cloud-based collaboration and project management tool suitable for businesses of all sizes and industries. Its features include communication and collaboration tools, task assignments and statuses, alerts, and integrations with popular third-party software.

Setting up the ClickUp Integration

To integrate ClickUp with Jotform

1. In the Form Builder, go to the Settings tab.
2. Select Integrations from the left panel.
3. Search for and click ClickUp from the list.

4. Click the Authenticate button and ensure you grant access to Jotform to connect to your ClickUp account.

5. After authenticating, select the appropriate options from the following dropdowns:
   • Choose an Action — With ClickUp integration, you can select to Create a Task, Subtask, or Comment.
   • Choose a Workspace
   • Choose a Space
   • Choose a Folder
   • Chose a List

6. Next, match your form fields accordingly. If present, you can also opt to attach your file uploads in the form by checking the Send Attachments checkbox.

7. If everything’s set, click the Save button to proceed to the next page.
8. On this page, you should see the following elements:
   • Created Actions — When you hover over the created action, you will see three icons: Edit, Duplicate, and Delete.
   • Add New — Click this button to set up a new action in the same integration.
   • Save — If you want to complete the integration, click this button.

9. Finally, click the Finish button to exit the ClickUp integration window.

Sending Data to ClickUp

When you set up your integration successfully, every form submission will automatically add the created action to your ClickUp dashboard. Here’s a short video of how the integration sends data to your ClickUp account:

Setting up the Phone Number Field for ClickUp

ClickUp is forcing the phone number entered to have a country code. Thus, if the phone number in the Jotform form does not have the country code, it cannot be inserted into ClickUp. The Phone Number field in Jotform has to be set as follows: 

Sending Form Data to ClickUp Through Jotform Tables

You can also send your form data to ClickUp through Jotform Tables by setting up an Action Button. Here’s how you can do it:

1. Access the Jotform Tables from which you’d like to send the data.
2. In Jotform Tables, click the Add button, which is located at the very end of the existing columns.

3. Choose Buttons from the Add a New Column window.
4. Select Send Data to Other Apps from the list.
5. Click the Next button.

6. Give the new column a name.

7. Choose ClickUp from the existing integration.
8. Finally, click the Create Column button.

Once the column is created, you should see the Send Data buttons on each row of your form submissions. Click the button to send your form data to ClickUp.

See also: How to Send Data to Other Apps in Jotform Tables.