If you are using both ClickUp and GitHub, have you ever found yourself in a situation where you need to manually transfer tasks related to the development team to GitHub? Selecting tasks registered in ClickUp and manually transferring them can be quite a hassle, right? Moreover, double management not only consumes time but also increases the likelihood of transcription errors and missed updates.
The solution to these problems is automation through data integration between ClickUp and GitHub! By utilizing this integration, data between ClickUp and GitHub is automatically synchronized. This makes it easier to avoid situations where you forget to transfer tasks!
Additionally, by using the no-code tool Yoom, you can easily achieve data integration between ClickUp and GitHub. This method allows even those without programming knowledge to easily integrate. Give it a try!
For those who want to try it as soon as possible
By using Yoom, you can easily integrate ClickUp and GitHub without any code. Yoom provides templates for integrating ClickUp and GitHub, so you can achieve integration immediately just by registering, even without API knowledge!
When a task is registered in ClickUp, add it to GitHub.
■Overview If you manage project tasks in ClickUp and development tasks in GitHub, you often end up manually entering information into each tool. This manual transcription not only takes time but can also cause human errors, such as input mistakes and missed sharing. By using this workflow, when a task is registered in ClickUp, an Issue will be created automatically in GitHub, streamlining the connection between project management and development and improving operational efficiency.
■Who we recommend this template for ・Project managers who manually synchronize information between ClickUp and GitHub ・Development team leaders who want to prevent missed issue creation and transcription errors for development tasks ・Anyone who wants to automate the linkage between project management and development workflows to increase productivity
■Notes ・Please connect Yoom with both ClickUp and GitHub.
What You Can Do by Integrating ClickUp with GitHub
By integrating the APIs of ClickUp and GitHub, you can automatically sync ClickUp data with GitHub! For example, you can automatically perform data synchronization like the following without human intervention.
Add an Issue to GitHub When a Task is Registered in ClickUp
This is recommended for those who use ClickUp in their work or manage tasks related to projects.
When a task is registered in ClickUp, add it to GitHub.
■Overview If you manage project tasks in ClickUp and development tasks in GitHub, you often end up manually entering information into each tool. This manual transcription not only takes time but can also cause human errors, such as input mistakes and missed sharing. By using this workflow, when a task is registered in ClickUp, an Issue will be created automatically in GitHub, streamlining the connection between project management and development and improving operational efficiency.
■Who we recommend this template for ・Project managers who manually synchronize information between ClickUp and GitHub ・Development team leaders who want to prevent missed issue creation and transcription errors for development tasks ・Anyone who wants to automate the linkage between project management and development workflows to increase productivity
■Notes ・Please connect Yoom with both ClickUp and GitHub.
Update GitHub Issues When a Task is Updated in ClickUp
Recommended for those who use ClickUp and GitHub for project management and development, or project managers who spend time on manual task synchronization.
When a task is updated in ClickUp, update the issue in GitHub as well.
■Overview The "Update the GitHub issue when a task is updated in ClickUp" workflow is a business workflow that seamlessly connects project management and software development. Changes made to tasks in ClickUp are automatically reflected in GitHub issues, enabling efficient operations while maintaining information consistency.
■Recommended for ・Those who manage projects and development using both ClickUp and GitHub ・Project managers who spend time on manual task synchronization ・Development teams that want to streamline operations while maintaining information consistency ・IT personnel who want to automate data integration across multiple tools
■Notes ・Please connect Yoom with both ClickUp and GitHub. ・Please include the corresponding GitHub issue number in the ClickUp task.
Let's Create a ClickUp and GitHub Integration Flow
Now, let's create a flow that integrates ClickUp and GitHub!
We will use Yoom to proceed with the ClickUp and GitHub integration without any coding. If you don't have a Yoom account yet, please create one using the link below.
[What is Yoom]
This time, we will create a flowbot that adds an issue to GitHub whenever a task is registered in ClickUp!
The creation process is broadly divided into the following steps:
Integrate ClickUp and GitHub with My Apps
Copy the template
Set up the ClickUp trigger and GitHub action
Set the trigger to ON and complete the flow operation preparation
When a task is registered in ClickUp, add it to GitHub.
■Overview If you manage project tasks in ClickUp and development tasks in GitHub, you often end up manually entering information into each tool. This manual transcription not only takes time but can also cause human errors, such as input mistakes and missed sharing. By using this workflow, when a task is registered in ClickUp, an Issue will be created automatically in GitHub, streamlining the connection between project management and development and improving operational efficiency.
■Who we recommend this template for ・Project managers who manually synchronize information between ClickUp and GitHub ・Development team leaders who want to prevent missed issue creation and transcription errors for development tasks ・Anyone who wants to automate the linkage between project management and development workflows to increase productivity
■Notes ・Please connect Yoom with both ClickUp and GitHub.
First, let's register ClickUp and GitHub, which will be used this time, to Yoom's My Apps. Registering them in My Apps will make the subsequent settings smoother.
1. Register ClickUp to My Apps
Click "My Apps" → "Add" on the left side of the Yoom screen.
Find ClickUp from the app list or use the search function to search for it.
The following login screen will be displayed, so log in with the account you want to connect this time.
A confirmation screen to join the workspace will be displayed, so click the red-framed area.
2. Register GitHub to My Apps
Click "My Apps" → "Add" on the left side of the Yoom screen. Find GitHub from the app list or use the search function to search for it.
Enter the login information on the following screen and register it to My Apps.
If ClickUp and GitHub are displayed in My Apps, the registration is complete!
Step 2: Copy Template
Next, copy the Yoom template.
Click the icon of "Try this template" on the banner template below.
When a task is registered in ClickUp, add it to GitHub.
■Overview If you manage project tasks in ClickUp and development tasks in GitHub, you often end up manually entering information into each tool. This manual transcription not only takes time but can also cause human errors, such as input mistakes and missed sharing. By using this workflow, when a task is registered in ClickUp, an Issue will be created automatically in GitHub, streamlining the connection between project management and development and improving operational efficiency.
■Who we recommend this template for ・Project managers who manually synchronize information between ClickUp and GitHub ・Development team leaders who want to prevent missed issue creation and transcription errors for development tasks ・Anyone who wants to automate the linkage between project management and development workflows to increase productivity
■Notes ・Please connect Yoom with both ClickUp and GitHub.
When the screen shown in the image below is displayed, the template copy is complete.
Step 3: Detect Task Creation in ClickUp
We will set up the detection of task creation in ClickUp using Yoom's API as the starting point for this automation!
Click on the area outlined in red below.
A screen to select the linked account and action will be displayed, so confirm that the ClickUp account to be linked this time is correct and click "Next".
The API connection settings for the app trigger will be displayed, so enter the necessary information. Select "team_id" from the suggestions displayed below the input field as shown in the screen below.
Similarly, enter "space_id", "folder_id", and "list_id" from the suggestions and click "Next".
When you perform the test, the information obtained from ClickUp will be displayed as shown in the screen below. After confirming the test success, click "Next"!
Next, a screen for setting up the Webhook will be displayed, so click "Test".
When you click "Test", an output like the screen below will be displayed.
*Output refers to the values obtained when executing "Test" during trigger or operation settings. The obtained output can be used as a value during subsequent operation settings, and it will be a fluctuating value each time the flowbot is activated. For more details, please refer to here.
After the test is successful, click "Save".
Step 4: Retrieve Task Information
We will set up the retrieval of task information when a task is added in ClickUp. Click on the area outlined in red below!
On the screen to select the linked account and action, confirm the account and click "Next".
Next, the API connection settings will be displayed. Click on the "task_id" section as shown in the screen below, enter the "Task ID" from the output displayed below, and after entering, click "Test"!
When the test is successful, the information on the screen below can be obtained as a value. This value can be used as output in the subsequent settings! After confirming the test success, click "Save"!
Step 5: Convert Date
In this flow, since the date and time format differs between ClickUp and GitHub, we will set it to match GitHub's format so that issues can be created on GitHub. Click on the area outlined in red below!
Next, the following screen will be displayed. Since it is already set, click "Test" and "Save" as is.
Next, click on the red outlined area below!
The following screen will be displayed. In this section, the date and time format is converted for registration in GitHub. Click "Test" and then "Save"!
Step 6: Create an Issue
Finally, we will set up the creation of an issue in GitHub! Click on the area outlined in red below!
On the screen to select the linked account and action, confirm that the GitHub account to be linked this time is correct and click "Next".
The API connection settings screen will be displayed, so enter according to the content. Enter the "Owner Name" and "Repository Name" according to the annotations.
For "Title", use the output displayed below the input field as shown in the screen below and click "Task Name".
In the "Comments" section, enter as shown in the example below. It is easy to understand if you enter it so that it is clear that the issue is based on ClickUp content when it is created.
Assigning a person in charge is optional, but this time, I used the output to enter the creator who created the task in ClickUp. After entering, click "Test" and after the test is successful, click "Save"!
Step 7: Set Trigger to ON and Complete Flow Operation Preparation
By clicking the red outlined part "Turn Trigger ON" on the screen below, the flowbot will automatically start.
This completes the automation setup! Thank you for your hard work!
If You Want to Link GitHub Data to ClickUp
This time, we introduced how to link data from ClickUp to GitHub, but if you want to link data from GitHub to ClickUp, please also use the template below.
Create a Task in ClickUp When an Issue is Created in GitHub
Recommended if you want the development team’s tasks to be recognized across the entire project!
When an issue is created on GitHub, create a task in ClickUp.
■Overview If you use both GitHub and ClickUp in a development project, manually creating a task every time an Issue is created is time-consuming and can lead to missed follow-ups. This burden tends to grow especially when managing multiple repositories. By using this workflow, when a new Issue is created on GitHub, a task is automatically created in ClickUp, addressing these challenges and streamlining project management.
■Recommended for ・Developers who use GitHub and ClickUp together and find manual task creation burdensome ・Project managers who want to prevent missed Issue handling and make task management more efficient ・Team leaders considering automation mechanisms that improve development team productivity
■Notes ・Please connect Yoom with both GitHub and ClickUp. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum interval varies by plan.
■Overview The "Create a task in ClickUp when a pull request is created in GitHub" flow is a business workflow aimed at improving the efficiency of the development process. When a new pull request occurs in GitHub, a corresponding task is automatically generated in ClickUp, enabling smooth task management for the entire team. This integration allows for centralized development and task management, reducing wasted communication.
■Recommended for ・Development teams who use GitHub and ClickUp daily and want to strengthen the connection between the two ・Project managers who want to eliminate the manual registration of tasks when creating pull requests ・IT personnel looking to automate development processes and task management to improve operational efficiency ・Leaders who want to facilitate information sharing among team members and visualize project progress ・Those who want to automatically reflect GitHub activities in ClickUp to prevent task omissions
■Notes ・Please link Yoom with both GitHub and ClickUp. ・The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval differs depending on the plan.
■Overview The "Automatically add files posted on Slack to ClickUp" flow streamlines business workflows by seamlessly connecting daily communication to task management. By utilizing Yoom's API integration and RPA features, files posted within Slack are automatically registered as tasks in ClickUp. This helps reduce information leakage and manual input tasks, supporting improved team productivity. Efficiently manage file postings in specific channels and smoothly advance project progress.
■Who we recommend this template for ・Team leaders already using Slack and ClickUp who want to strengthen integration between the two ・Project managers looking to efficiently manage tasks from daily communication and enhance task visibility ・IT personnel in companies considering automation of business processes who find manual task creation cumbersome
■Precautions ・Please integrate Yoom with both Slack and ClickUp. ・The trigger interval can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview The workflow 'When a task is created in ClickUp, send an email via Gmail' contributes to the efficiency of task management. Automatically notifying task information helps prevent missed responses.
■Recommended for ・Those who use ClickUp for project and task management ・Teams using ClickUp for task management but often miss task notifications ・Those who want to quickly grasp task progress and respond swiftly ・Those who use Gmail as a communication tool ・Those who use Gmail daily and want to quickly check task update information
■Notes ・Please link both ClickUp and Gmail with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
■Overview The workflow 'Notify Microsoft Teams when a task is created in ClickUp' contributes to the efficiency of task management. Notifications are automated, reducing the effort of notifying and leading to faster information sharing.
■Recommended for ・Those who manage tasks using ClickUp ・Teams managing projects with ClickUp but experiencing delays due to lack of task notifications ・Those who want to quickly grasp task progress and respond promptly ・Those using Microsoft Teams as a communication tool ・Those who use Microsoft Teams daily and want to check the progress of each task in a timely manner
■Notes ・Please integrate Yoom with both ClickUp and Microsoft Teams. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・The shortest activation interval varies depending on the plan, so please be aware. ・Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan.
■Overview As you use ClickUp and Microsoft Excel in your daily work, are you spending a lot of time on manual task management and data entry? With this workflow, when a new task is created in ClickUp, its information is automatically added to Microsoft Excel. This eliminates manual entry of task progress and details, improving operational efficiency.
■Recommended for ・Project managers who use ClickUp for task management and want to organize that data in Microsoft Excel ・Team leaders who manually add task information to Microsoft Excel and want to save time ・IT staff who want to promote business automation using ClickUp and Microsoft Excel
■Notes ・Please connect Yoom with both ClickUp and Microsoft Excel. ・Microsoft 365 (formerly Office 365) has consumer and general business plans (Microsoft 365 Business). If you are not subscribed to a general business plan, authentication may fail. ・For settings on operations that manipulate Microsoft Excel databases, please see the following. https://intercom.help/yoom/en/articles/9003081 ・ClickUp's date-time output is a 13-digit UNIX timestamp (milliseconds). When transferring to Microsoft Excel, you can change the date-time notation by using functions, etc. Below is an example of converting it to Japan Standard Time (JST) format. Note that you need to apply any date-time format to the target column in Microsoft Excel in advance. =((({Due date or other date-time output}/1000)/86400)+DATE(1970,1,1))+(9/24)
Using GitHub's API, you can automatically create new issues and add users to a repository. Additionally, it is possible to sync GitHub issue information with Yoom's database.
Add new or updated GitHub issues to a Google Spreadsheet.
■Overview The "When a pull request is created on GitHub, also add it to Notion" workflow is a business workflow aimed at streamlining the work of development teams. When a new pull request occurs on GitHub, that information is automatically recorded on a specified Notion page.
■Who We Recommend This Template For ・Leaders of development teams who regularly use GitHub and Notion ・Engineers who want to streamline project progress management ・Team members who spend time managing pull requests manually ・Those who want to automate information sharing and improve the overall productivity of the team ・Project managers who want to strengthen collaborations between different tools and optimize workflows
■Notes ・Please integrate both GitHub and Notion with Yoom.
■Overview Every time a new Issue is created on GitHub, understanding its content and determining its priority is a time-consuming task. Especially when many issues occur simultaneously, you may overlook important information or fall behind in response. By using this workflow, the creation of a new Issue triggers ChatGPT to automatically analyze its content and add a comment, which speeds up understanding of the Issue and leads to a more efficient development process.
■Recommended for ・Project managers who spend a lot of time managing Issues on GitHub ・Those who want to leverage ChatGPT to streamline the initial handling of the development process ・Development teams that want to prevent missed manual checks of Issues and delays in response
■Notes ・Please connect Yoom with both GitHub and ChatGPT. ・You can select the trigger interval at 5, 10, 15, 30, or 60 minutes. ・The minimum interval varies by plan, so please be aware. ・To execute ChatGPT (OpenAI) actions, you need a paid OpenAI API plan (your account must be able to make payments when the API is used). https://openai.com/ja-JP/api/pricing/ ・Use of the ChatGPT API is provided by OpenAI as a paid service and is billed based on tokens used for API calls. Therefore, please note that an error will occur if payment cannot be made when using the API.
Integrating project management tools like ClickUp with development tools like GitHub is crucial for streamlining daily task management and development progress. Therefore, data integration as introduced here can make task management simpler and smarter, which is likely to be beneficial for busy developers.
Yoom is designed to be simple and user-friendly, allowing even beginners to easily integrate apps. The setup is quick, making it ideal for busy business professionals! This makes it easier for those who have previously given up on automation to give it a try!
I worked as a customer support representative at a web marketing company for about three years. I spent a lot of time managing customer information and internal data, which was quite challenging until I discovered Yoom. I strongly feel that I wish I had encountered Yoom, which is easy to use even without programming knowledge, much earlier. I hope it can be of assistance to others who are struggling with similar efficiency issues in their work!
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