How to integrate Mazrica with ClickUp to add a project action in ClickUp when it is registered in Mazrica

Wouldn't it be convenient if tasks were automatically created in ClickUp based on Mazrica's project information?
Many people use ClickUp as a project management tool.
It's a very convenient service, but creating tasks requires manual input each time, which can feel cumbersome.
In such cases, the automatic integration of Mazrica and ClickUp discussed in this article might help solve the problem.
With this integration, tasks are automatically created in ClickUp linked to Mazrica's project information, reducing the burden of manual work.
If you're thinking, "I want to streamline project management" or "I want to automate data entry tasks," try the automatic integration with Yoom as referenced in this article!

Benefits of Integrating Mazrica and ClickUp

Benefit 1: Reduction of Input Errors

By implementing the automatic integration discussed in this article, not only is the burden of manual work reduced, but it also helps prevent human errors such as input mistakes and omissions.
For example, have you ever experienced the following?

Entered the wrong company name
Customer name was registered with incorrect kanji due to conversion errors
Entered information in Mazrica but forgot to input it in ClickUp

When such mistakes occur, unnecessary work arises in correcting the information or adding missing details.
Alternatively, you might not notice the mistake, leading to potential losses for the company.
<span class="mark-yellow">To maintain accurate data and ensure smooth project progress, let's minimize human errors by automating data entry!</span>

Benefit 2: Streamlining Task Management

When managing information using multiple apps, it can become unclear where specific information is stored, causing you to switch between apps.
However, by using the automatic integration of Mazrica and ClickUp, all tasks are centrally managed in ClickUp, making it easier to access necessary information.
Project management tends to become complex, but by centralizing information, it becomes easier to grasp the status of tasks, improving the overall transparency of the project.
Additionally, as task priorities become easier to organize, leaders and managers can more easily allocate and adjust resources.
This leads to smoother project progress and is expected to enhance the productivity of the entire team.

[What is Yoom]

Mazrica and ClickUp Integration Flow

Now, let's introduce how to actually integrate Mazrica and ClickUp.
The flow we will introduce this time is "Add to ClickUp when an action is registered in Mazrica."
The specific integration steps are as follows:

Set up an app trigger in Mazrica
Create a task in ClickUp

Yoom provides the above two steps as a template.
You can create a flowbot more easily than starting from scratch, so first, click the "Try it" button on the banner below to copy the template!
Once the copy is complete, you can operate it from "My Projects" in the sidebar.

Mazrica and ClickUp My App Integration

After copying the template, register Mazrica and ClickUp in Yoom's My Apps as a preliminary step.
※ If you have already registered, please proceed to "Step 1. Set App Trigger".

<Procedure>‍

1. After logging into Yoom, open "My Apps" from the sidebar and click "+ New Connection".

2. Search for the app name and enter the necessary information to create a new connection.

If Mazrica and ClickUp are displayed in the My Apps list, you are ready!
Let's proceed to the detailed settings!

Step 1. Set App Trigger

First, open the flow you just copied from "My Projects" in the sidebar.

Next, click on the app trigger "When a new case action is registered".

On the first page, the account information linked in advance will be displayed, so please check it.
If there are no issues, click "Next".

On the next page, set up the API connection.
Specify "Case Type" and "Purpose of Action", then click Test.
※ Please note that the "Trigger Activation Interval" varies depending on your plan. For details,click here.

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If there are no issues up to this point, click "Save" to complete the trigger setup.

Step 2. Create Task

Next, click "Create Task".

On the first page, the account information will be displayed as in Step 1, so if there are no issues, click "Next".

On the second page, configure the settings to create a task.
Use the information output from Mazrica to fill in each field.
Once all necessary fields are filled, click "Test".

If there are no errors, click "Save".

If a popup like the one below is displayed, all settings are complete.
When you turn on the trigger, the flow will be executed.

Other Automation Examples Using Mazrica and ClickUp

Yoom offers many automation examples using Mazrica and ClickUp.
It is possible to integrate with various apps, so please refer to the following representative examples.

1. Add to Notion when a case action is registered in Mazrica

For those using Notion for internal documents and data management, please refer to the following template.

2. Notify Slack when a contact is registered in Mazrica

If you are using Slack as a communication tool, you can automatically notify contact information by integrating with Mazrica.
It can be used for information sharing within the team.

3. Create a task in ClickUp and send a Gmail when there is a response to the form

The automation introduced this time was a simple flow that only creates a task, but you can also create a flow that automatically sends it via Gmail after the task is created.
For those who manually create and send emails each time, this integration can help reduce the workload.

Summary

How was it? The above was the procedure for integrating Mazrica with ClickUp!
By using this integration, you no longer need to manually transfer information from Mazrica to ClickUp, reducing the burden of manual input.
This allows team members to spend their extra time on other tasks, potentially increasing the amount of work they can accomplish in a day.
Additionally, automation helps minimize human errors such as input mistakes.
This ensures accurate data is maintained, facilitating smooth project progress.
As demonstrated in this setup, Yoom allows for easy integration configuration without the need for programming.

If you are interested, please start by registering for free here!