ClickUp + Jotform

Create tasks in ClickUp for new signed documents in Jotform

Keep your project management on track by instantly creating tasks in ClickUp whenever a new signed document is received in Jotform. Ensure your team members are always up-to-date and never miss important steps in the process. This seamless workflow saves time and increases efficiency, streamlining the process of managing document-related tasks.

Keep your project management on track by instantly creating tasks in ClickUp whenever a new signed document is received in Jotform. Ensure your team members are always up-to-date and never miss important steps in the process. This seamless workflow saves time and increases efficiency, streamlining the process of managing document-related tasks.

  1. When this happens...
    JotformJotform
    New Signed Document

    Triggers when a signed document is received.

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Reaction(s)

    • WorkspaceRequired

    Trigger
    Instant
    Try It
clickup logo
clickup logo

About ClickUp

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

Related categories

  • Project Management

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jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn more

Related categories

  • Forms & Surveys

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