Integrate ClickUp with Cognito Forms to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate ClickUp with Cognito Forms - no code necessary. See how you can get setup in minutes.

Select a trigger from ClickUp

A trigger is an event that starts your Zap and runs the workflow. For example, with ClickUp, a trigger could be "New Message Posted to Channel."

A trigger is the event that kicks off your automated workflow.

Setup an action from Cognito Forms

An action is what takes place after the automation is triggered. For example, with Cognito Forms, the action could be "Create Entry."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ClickUp to Cognito Forms

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Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect ClickUp to Cognito Forms with a Zapier template.

Our most popular template

Create ClickUp tasks from new entries in Cognito Forms
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Cognito Forms + ClickUp
Create ClickUp tasks for updated Cognito Forms entries
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Cognito Forms + ClickUp

Create ClickUp tasks from new entries in Cognito Forms

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Cognito Forms + ClickUp

Create ClickUp tasks for updated Cognito Forms entries

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Cognito Forms + ClickUp

Make work flow with AI

Level up your ClickUp to Cognito Forms integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about ClickUp + Cognito Forms integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ClickUp and Cognito Forms

How can I integrate ClickUp with Cognito Forms to automate my workflow?

You can integrate ClickUp with Cognito Forms by using our platform as an intermediary. This allows you to set up triggers and actions such as creating a task in ClickUp when a new entry is submitted in Cognito Forms.

What triggers are available for the ClickUp and Cognito Forms integration?

With the ClickUp and Cognito Forms integration, you can use triggers like 'New Form Entry' in Cognito Forms and 'Task Closed' or 'Task Updated' in ClickUp.

Are there any specific actions I can perform with the integration between ClickUp and Cognito Forms?

Yes, you can perform actions such as creating tasks, updating task details, or changing task statuses in ClickUp based on different triggers from Cognito Forms entries.

Can I automate task creation in ClickUp when someone submits a form on Cognito Forms?

Absolutely! By setting up a workflow on our platform, a new form submission in Cognito Forms can automatically trigger the creation of a new task in ClickUp.

Is it possible to update existing tasks in ClickUp using data from Cognito Form submissions?

Yes, you can update existing tasks by mapping fields from your form submissions to specific task attributes within ClickUp using our tool.

How do I handle errors that occur during the automation setup between ClickUp and Cognito Forms?

We provide detailed logs and error reporting to help you troubleshoot any issues during the setup process. You can review these logs within your dashboard under the Automation section.

What limitations should I be aware of when integrating ClickUp with Cognito Forms?

While most standard features are supported, be aware that complex logic or nested conditional workflows may require additional setup or custom solutions beyond basic integration capabilities.

Connect ClickUp and Cognito Forms to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Connect ClickUp and Cognito Forms to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It

- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Include a link to this Zap?
Action
Write

- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- Task Id
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Workspace
  Required
- Space
- Folder
- List
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search
- Checklist Name
  Required
Trigger
Instant
Try It
- Checklist Name
  Required
Action
Write
- Id
  Required
- Checklist Name
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Form
  Required
- Id
  Required
Action
Search

- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
Action
Search
- Checklist Name
  Required
Trigger
Instant
Try It
- Checklist Name
  Required
Trigger
Instant
Try It
- Form
  Required
- Id
  Required
Action
Write
- Checklist Name
  Required
- Start
  Required
- End
  Required
- Not Available Message
Action
Write
- Form
  Required
- Id
  Required
- Template Number
  Required
Action
Search

Learn how to automate ClickUp on the Zapier blog

Learn how to automate Cognito Forms on the Zapier blog

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

Learn more Help

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About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.