Automate ClickUp and Google Sheets for Effortless Task Management

Automatically create and update tasks in ClickUp, generate and manage Google Sheets, share files, and send instant email notifications to your team.

Apps used

ClickUp

Google Sheets

Gmail

Google Drive

Automate ClickUp and Google Sheets for Effortless Task Management

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Instructions

Step 1: Set Up the Trigger (ClickUp)

Choose App: Select ClickUp as the trigger app.

Choose Trigger Event: Select "Task Created" or "Task Updated", depending on your needs.

Connect ClickUp Account: Authorize to access your ClickUp account.

Test Trigger: Pull in a sample task to confirm the connection between ClickUp and Zapier is working correctly.

Step 2: Create a Multipath Condition

Choose App: Select "Paths " to set up a multipath condition.

Set Up Path Conditions:

Path 1 (True Path): This will trigger if the condition is true. For example, you might want to trigger the actions only when a task’s status is marked as "Complete" or based on any other specific condition.

Condition: "Task Status is 'Complete'" or another criteria you define.

Path 2 (False Path): This path will be triggered if the condition is false. For example, if the task status is something other than "Complete".

Path 1 (True Path) - Actions to Take:

Once Path 1 is triggered, proceed with the following actions:

Action 1: Create Google Sheet

Choose App: Select Google Sheets.

Action Event: Choose "Create Spreadsheet" or "Create Spreadsheet Row", depending on your needs.

Configure the Spreadsheet: Define the columns for your spreadsheet (e.g., Task Name, Task Status, Due Date, etc.).

Test Action: Ensure a Google Sheet is created with the necessary details.

Action 2: Update Task in ClickUp

Choose App: Select ClickUp.

Action Event: Choose "Update Task".

Configure Task Update: Map the details of the task that need to be updated (e.g., Status, Priority, Due Date).

Test Action: Ensure the task in ClickUp is updated correctly.

Action 3: Update Google Sheets

Choose App: Select Google Sheets.

Action Event: Choose "Update Spreadsheet Row" (this will update an existing row in the sheet).

Map Data: Map the updated task details from ClickUp to the corresponding columns in Google Sheets.

Test Action: Ensure the data in the spreadsheet is updated as expected.

Action 4: Share a File (Google Drive)

Choose App: Select Google Drive (or another file-sharing app if needed).

Action Event: Choose "Share File".

Configure the Share Action: Share the file with specific people or groups by entering their email addresses.

Test Action: Ensure the file is shared successfully with the intended recipients.

Action 5: Send Email

Choose App: Select Gmail or Email by Zapier.

Action Event: Choose "Send Email".

Configure Email: Enter the recipient’s email, subject, and body. You can dynamically pull in information from the ClickUp task and the Google Sheet to include in the email.

Test Action: Ensure that the email is sent successfully.

Path 2 (False Path) - No Actions

If the condition is false (e.g., if the task status is not "Complete")

Automate ClickUp and Google Sheets for Effortless Task Management

Managing projects across various apps can be overwhelming. This automation template makes it easy by connecting ClickUp, Google Sheets, Google Drive, and Gmail — so your team stays informed and organized with every new task.

Trigger Event: New Task Details Submitted

Whenever new task details are received, this automation kicks in, ensuring your task management and collaboration process starts instantly.

Actions

1. Create a Google Spreadsheet

A fresh Google Sheet is created with the name of your new task. This helps keep your records organized from the start.

2. Update a Task in ClickUp

The specific task in your ClickUp workspace gets updated with details about the spreadsheet, making sure your project data is synced across all tools.

3. Update Spreadsheet Row in Google Sheets

The automation will update a particular row in your Google Sheet with the latest task details, so your records always stay up to date.

4. Share a File via Google Drive

A key file is shared with the task creator’s email using Google Drive, making important resources available in one click.

5. Notify Team Members by Email (Gmail)

An instant email notification is sent to the team member who created the task, providing all essential details and links. This keeps everyone on the same page without manual effort.