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ClickUp Integration: The Best Way to Automate Your WordPress Workflow

ClickUp Integration: Built for teams from 1 to 1,000+. Manage any project from start to finish with highly customizable views that make project planning a breeze. Work with your team in real-time with Chat, assign comments for action items, and never miss a beat with notifications that bring everything in one place.

Bit Integrations is a WordPress plugin that allows you to automate and integrate your WordPress forms builders and other plugins with ClickUp. This can save you time and effort, and improve your lead generation and customer management processes. Bit Integrations supports a wide range of WordPress plugins, such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form, Beaver Builder, Divi, Brizy, BuddyBoss, WooCommerce, WordPress User Registration, LearnDash LMS, LifterLMS, Memberpress, GiveWP, Easy Digital Downloads, AffiliateWP and many more so you can use it to automate and integrate your WordPress plugins with ClickUp.

ClickUp is a versatile productivity and project management tool designed to facilitate team collaboration and organization. With the help of Bit Integrations, you can easily create a task in your ClickUp account. This integration is compatible with several popular platforms such as WordPress Forms, WooCommerce, LMS, and Membership.

Once a trigger event occurs on any of these platforms, Bit Integrations will use field mapping to automatically generate a task in ClickUp that contains all the relevant data and information from the trigger event. Say goodbye to the hassle of manual task creation and hello to streamlined productivity!

Available Actions

  • Create Task: The ClickUp Create Task action is used to create a new task in ClickUp.

Authorization of ClickUp Integration

First you have to select the ClickUp from the actions page. To do this open your Bit Integrations dashboard then click on Create Integration button now the Trigger page will open select any trigger from the list such as Bit Form, Contact Form 7, Gravity Forms, WPForms, WS Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Elementor Form. Then proceed to next and the action page will open. Now Search and select ClickUp from the action page.

select-clickup

Integration Name/Title: Here give the meaningful integration title as per your requirement.

integration-name

API Key: To get the ClickUp API Key.

  • Navigate to your personal Settings.
  • Click Apps in the left sidebar.
  • Click Generate to create your API token.
  • Click Copy to copy the key to your clipboard.
  • Paste your API Key into the “API Key” field.

After you have successfully entered your API key, click Authorize to continue. Then, click Next.

Select Action: Select the Action (Create Task) from the drop-down option.

select-action

Select Team: Select the Team that you have already created on your ClickUp account from the drop-down menu.

select-team

Select Space: Select the Space that you have already created on your ClickUp account from the drop-down menu.

select-space

Select Folder: Select the Folder that you have already created on your ClickUp account from the drop-down menu.

select-folder

Select List: Select the List that you have already created on your ClickUp account from the drop-down menu.

select-list

In the integration settings, you will see a “Map Fields” option. This is where you will need to map the fields from your form to the corresponding fields in ClickUp.  After mapping the desired fields, click on the Next button.

field-mapping

Conditional Logics

With this feature, you can incorporate conditions into the integration process. When the specified conditions align, the data will be transmitted to your ClickUp. For additional details, we recommend consulting our documentation regarding conditional logic. After you have configured your conditional logic, click Next to continue.

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

finish-save

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration.

timeline
integration-log

Also, you can EditClone, and Delete the integration.

edit-clone-delete

Use Case

Contact Form 7 with ClickUp

Streamline your workflow by integrating Contact Form 7 with ClickUp. Capture and manage form submissions seamlessly, creating tasks, projects, or notifications in ClickUp. Utilize Contact Form 7‘s efficiency combined with ClickUp‘s organization to enhance task management and collaboration. Explore this integration now to optimize your workflow and boost productivity.

Everest Forms with ClickUp

Enhance your workflow by seamlessly integrating Everest Forms with ClickUp. Capture and manage form submissions effortlessly, converting them into tasks, projects, or notifications within ClickUp. Leverage the versatility of Everest Forms alongside ClickUp‘s organizational power to elevate task management and collaboration. Explore this integration to streamline your processes and maximize productivity.

FormCraft with ClickUp

Optimize your workflow with the seamless integration of FormCraft and ClickUp. Efficiently convert form submissions into tasks, projects, or notifications within ClickUp. Combine FormCraft‘s capabilities with ClickUp‘s organizational prowess to enhance task management and collaboration. Discover this integration to streamline your processes and boost overall productivity.

PAFE Form with ClickUp

Elevate your workflow with the integration of PAFE Form and ClickUp. Seamlessly convert form submissions into tasks, projects, or notifications within ClickUp. Merge PAFE Form‘s capabilities with ClickUp‘s organizational strength to enhance task management and collaboration. Explore this integration to streamline your processes and enhance productivity across the board.

Forminator Forms with ClickUp

Optimize your workflow with Forminator Forms seamlessly integrated with ClickUp. Convert form submissions into tasks, projects, or notifications within ClickUp effortlessly. Leverage Forminator Forms‘ versatility with ClickUp‘s organizational prowess to elevate task management and collaboration. Explore this integration to streamline your processes and boost productivity across the board.

Ninja Forms with ClickUp

Enhance your workflow by integrating Ninja Forms with ClickUp. Convert form submissions into tasks, projects, or notifications within ClickUp seamlessly. Combine Ninja Forms capabilities with ClickUp‘s organizational power to elevate task management and collaboration. Explore this integration to streamline your processes and maximize productivity in your projects.

weForms with ClickUp

Optimize your workflow with weForms seamlessly integrated with ClickUp. Convert form submissions into tasks, projects, or notifications within ClickUp effortlessly. Leverage weForms capabilities with ClickUp‘s organizational prowess to enhance task management and collaboration. Explore this integration to streamline your processes and boost productivity across your projects.

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