When using multiple tools, do you find that information becomes scattered and it actually increases your workload? While using ClickUp and Notion together can be convenient for efficient task management, managing them separately can often lead to task duplication and missed updates.
That's why we recommend integrating ClickUp and Notion!
For example, when you create a task in ClickUp, you can automatically create a page in Notion or reflect task updates in Notion in a timely manner.
Even though it involves "integration" and "automation," the setup process is very simple. By using the no-code tool Yoom, you can set it up without any programming!
In this article, we will explain the steps to easily integrate ClickUp and Notion with intuitive operations. By reading this, your work will surely become more efficient and easier!
For those who want to try it out quickly
By using Yoom, you can easily integrate ClickUp and Notion without any coding. Yoom provides templates for integrating ClickUp and Notion in advance, so you can achieve integration immediately just by registering, even without any API knowledge.
When a task is created in ClickUp, automatically create a page in Notion.
■Overview The flow "When a task is created in ClickUp, automatically create a page in Notion" is a business workflow that enables seamless task management and information sharing. When a new task is added in ClickUp, a corresponding page is automatically generated in Notion, allowing the entire team to easily share the latest information. By leveraging this integration with Yoom, you can eliminate the effort of manual data entry and updates and achieve efficient operations.
■Recommended for ・Teams that use ClickUp and Notion on a daily basis ・Those who want to automate the processes of task management and information sharing ・Operations staff who want to reduce duplicate work and errors caused by manual input ・Business owners and managers who want to streamline workflows and improve productivity ・Those interested in SaaS app integrations who want to optimize their business workflows
■Notes ・Please connect Yoom with both ClickUp and Notion.
By integrating the APIs of ClickUp and Notion, you can automatically sync ClickUp data with Notion! For example, you can automatically perform data synchronization like the following without manual intervention.
1. Automatically Create a Page in Notion When a Task is Created in ClickUp
This is a flow that automatically syncs task information created in ClickUp with Notion. It will help streamline task management and prevent oversights and delays.
When a task is created in ClickUp, automatically create a page in Notion.
■Overview The flow "When a task is created in ClickUp, automatically create a page in Notion" is a business workflow that enables seamless task management and information sharing. When a new task is added in ClickUp, a corresponding page is automatically generated in Notion, allowing the entire team to easily share the latest information. By leveraging this integration with Yoom, you can eliminate the effort of manual data entry and updates and achieve efficient operations.
■Recommended for ・Teams that use ClickUp and Notion on a daily basis ・Those who want to automate the processes of task management and information sharing ・Operations staff who want to reduce duplicate work and errors caused by manual input ・Business owners and managers who want to streamline workflows and improve productivity ・Those interested in SaaS app integrations who want to optimize their business workflows
■Notes ・Please connect Yoom with both ClickUp and Notion.
2. Automatically Update Notion Page When a Task is Updated in ClickUp
This flow automatically updates Notion data when a task is updated in ClickUp. As the updated data from ClickUp is promptly reflected in the Notion page, you will be able to manage the most up-to-date information. Automatically synchronizing data between systems can significantly reduce the burden of manual work.
When a task is updated in ClickUp, the page in Notion is automatically updated as well.
■Overview The "When a task is updated in ClickUp, automatically update the Notion page" workflow is a business workflow designed to streamline project management and information organization.
■Recommended for ・Project managers who use ClickUp and Notion on a daily basis and want to maintain information consistency ・Team leaders and members who spend time on manual data updates ・Business owners who want to automate and streamline operations by integrating multiple SaaS apps ・IT personnel interested in standardizing business processes and preventing errors
■Notes ・Please integrate Yoom with both ClickUp and Notion.
3. Output Only Tasks with Specific Status from ClickUp to Notion as a Regular Report
This flow automatically adds tasks with a specific status to Notion as a regular report according to the specified schedule. It eliminates the hassle of regularly adding specific task information and contributes to the efficiency of project management.
Output only tasks with specific statuses from ClickUp as a regular report in Notion.
■Overview The workflow 'Output only tasks with specific statuses in ClickUp to Notion as regular reports' enhances project management efficiency. By utilizing the integration of ClickUp and Notion, it automatically outputs tasks with specified statuses to Notion on a regular basis. This allows the entire team to easily grasp progress and smoothly share information.
■Recommended for: ・Those managing team progress using ClickUp and Notion ・Project managers who feel burdened by regular report creation ・Business leaders looking to enhance information sharing efficiency through process automation ・Those wanting to utilize reports based on task statuses managed in ClickUp
■Notes ・Please integrate ClickUp and Notion with Yoom respectively. ・Operation between 'Repeat same process' is only available in Team Plan or Success Plan. For Free Plan or Mini Plan, operations or data connects set in the Flowbot will result in errors, so please be aware. ・Paid plans such as Team Plan or Success Plan offer a 2-week free trial. During the free trial, restricted apps or features (operations) can be used.
Let's Create a Workflow to Integrate ClickUp and Notion
Let's get started by creating a workflow that integrates ClickUp and Notion! This time, we'll use Yoom to proceed with the integration of ClickUp and Notion without any coding.
If you haven't used Yoom yet, please register for free here first. If you are already using Yoom, please log in!
[What is Yoom]
This time, we will create a flowbot that "automatically creates a page in Notion when a task is created in ClickUp." The creation process is broadly divided into the following steps.
Register ClickUp and Notion as My Apps
Copy the template
Set the trigger in ClickUp that initiates the flow, followed by the action settings in Notion
Turn on the trigger button and verify the operation
When a task is created in ClickUp, automatically create a page in Notion.
■Overview The flow "When a task is created in ClickUp, automatically create a page in Notion" is a business workflow that enables seamless task management and information sharing. When a new task is added in ClickUp, a corresponding page is automatically generated in Notion, allowing the entire team to easily share the latest information. By leveraging this integration with Yoom, you can eliminate the effort of manual data entry and updates and achieve efficient operations.
■Recommended for ・Teams that use ClickUp and Notion on a daily basis ・Those who want to automate the processes of task management and information sharing ・Operations staff who want to reduce duplicate work and errors caused by manual input ・Business owners and managers who want to streamline workflows and improve productivity ・Those interested in SaaS app integrations who want to optimize their business workflows
■Notes ・Please connect Yoom with both ClickUp and Notion.
First, register ClickUp and Notion as My Apps to connect them to Yoom. By registering My Apps in advance, it becomes easier to proceed with the subsequent flow settings.
Let's proceed with the settings! Click "My Apps" on the left side of the Yoom screen, and then click "Add" displayed on the right side.
[Register ClickUp as My App]
A list of apps will be displayed, so search for ClickUp or use the search function. When the following screen appears, log in with the account you want to link.
Select the workspace you want to connect to Yoom and click "Connect Workspace".
That's it for linking ClickUp!
[How to Link Notion]
Similarly, search for Notion from the list or use the search function. When the following screen appears, click "Select Pages".
Select the page you want to link with Yoom, such as the page where you want to automatically reflect ClickUp task creation information, and click "Allow Access".
If ClickUp and Notion are displayed in the My Apps section, registration is complete!
Step 2: Copy the Template
Now, let's proceed with the automation settings! After logging in to Yoom, click "Try it" on the banner below and copy the template.
When a task is created in ClickUp, automatically create a page in Notion.
■Overview The flow "When a task is created in ClickUp, automatically create a page in Notion" is a business workflow that enables seamless task management and information sharing. When a new task is added in ClickUp, a corresponding page is automatically generated in Notion, allowing the entire team to easily share the latest information. By leveraging this integration with Yoom, you can eliminate the effort of manual data entry and updates and achieve efficient operations.
■Recommended for ・Teams that use ClickUp and Notion on a daily basis ・Those who want to automate the processes of task management and information sharing ・Operations staff who want to reduce duplicate work and errors caused by manual input ・Business owners and managers who want to streamline workflows and improve productivity ・Those interested in SaaS app integrations who want to optimize their business workflows
■Notes ・Please connect Yoom with both ClickUp and Notion.
When you click, the template will be automatically copied, and the following screen will be displayed. Click "OK" to proceed with the setup. ※ The template will be automatically stored in "My Projects", so you can check it from there if you want.
Check the "Title" of the copied template to ensure it is the template you want to use. ※ The title can be changed if necessary.
Step 3: Set up the ClickUp trigger that initiates the flow
First, set up a trigger to automatically launch the flow bot when a task is created in ClickUp. Click on "When a task is created" in the copied template.
Clicking will transition to a screen like the one below. The "Account Information to Integrate" will display the information registered in My Apps in Step 1. Leave the trigger action as is and click "Next".
When the following screen is displayed, select "team_id" from the candidates. The candidates will be displayed when you click the "team_id" field.
If you want to narrow down the space, folder, or list, select and set them from the candidates in the same way.
Once the setup is complete, switch to the ClickUp screen and create a task for testing. After creation, return to the Yoom setup screen and click "Test". If the test is successful, "Test Successful" will be displayed as shown below, so click "Next".
The following screen will be displayed, so check the procedure and execute the "Test".
After the test is successful, "Save" it.
Step 4: Set up to retrieve tasks in ClickUp
Next, set up to retrieve tasks in ClickUp. Click "Retrieve Tasks".
The following screen will be displayed, so check the settings. As with the trigger setup, the "Account Information to Integrate" will display the information registered in My Apps in Step 1. Leave the action as is and click "Next".
When the following screen is displayed, set the "task_id". Here, select the task ID by referring to the output obtained during the trigger setup of "When a task is created". The output will be displayed when you click the arrow in the red frame.
Once the setup is complete, execute the "Test" and save it after success.
Step 5: Set up to add records to Notion
Next, set up to automatically add ClickUp task information to Notion. Click "Add Record".
The following screen will be displayed, so check the settings. As before, the "Account Information to Integrate" will display the information registered in My Apps in Step 1. Leave the action as is and click "Next".
Switch to the Notion screen once. In preparation for the test after the setup is complete, set the item names for adding ClickUp tasks. The following is an example, so please set it as you like! ※ Be sure to use the table view.
After creation, return to the Yoom setup screen.
Click the "Database ID" field and select from the candidates. ※ If you create a new database after registering My Apps in Notion, it will not be linked with Yoom, so in that case, check "Connect" and add Yoom. For how to set up Connect, please refer to here.
After completing the setup, click "Next".
The following screen will be displayed, so set the "Values of the Record to Add". The "Values of the Record to Add" will display the item names set in Notion earlier. Refer to the output obtained during the action setup of "Retrieve Tasks" and select the appropriate output that matches the item.
Set the other items in the same way and set all the items you want to automatically reflect in Notion.
After completing the setup, execute the "Test" and save it after success.
Step 6: Turn on the trigger button and check the operation
All settings are now complete! After completing the setup, the following screen will be displayed, so click "Turn on Trigger". Check if the flow bot you set up is working properly!
This was the flow of "Automatically create a page in Notion when a task is created in ClickUp".
If you want to link Notion data to ClickUp
This time, we introduced how to link data from ClickUp to Notion, but if you want to link data from Notion to ClickUp, please also use the following template.
1. Automatically change ClickUp when content is updated in a specific Notion database
This flow automatically updates ClickUp when content is updated in a specific Notion database. By automatically linking status information between Notion and ClickUp, data synchronization between the two tools will be smoother. It will support improving the productivity of the entire team by eliminating manual update work.
When the content is updated in a specific Notion database, ClickUp will also be automatically updated.
■Overview The "Automatically update ClickUp when contents are updated in a specific Notion database" flow is a business workflow that automatically connects status information between Notion and ClickUp. This workflow is ideal for those who want to streamline project management, using Yoom to smoothly synchronize data between both tools. It eliminates manual status update tasks and supports boosting the overall productivity of the team.
■Recommended for ・Those managing projects using both Notion and ClickUp ・Team leaders who spend too much time on status updates and want to improve business efficiency ・Project managers who want to maintain data consistency across multiple tools ・SME owners aiming for centralized task management
■Cautions ・Please connect Yoom with both Notion and ClickUp. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Note that the shortest activation interval differs depending on the plan. ・Branching is a function (operation) available in plans above the mini plan. In the free plan, the operations set in the flow bot will result in an error, so please be aware. ・Paid plans such as the mini plan offer a 2-week free trial. During the free trial, you can use apps and functions (operations) that are subject to restrictions.
2. Automatically Register High-Priority Notion Tasks to ClickUp Daily
This is a flow that automatically registers high-priority tasks from Notion to ClickUp at a set time every day. By automatically syncing important tasks, you can prevent missing or delaying important tasks. Centralizing information management between Notion and ClickUp can also improve data consistency.
Automatically register high-priority tasks from Notion to ClickUp every day.
■Overview The workflow "Automatically register high-priority tasks from Notion to ClickUp daily" utilizes Yoom's API integration and RPA features to automatically sync important tasks between Notion and ClickUp. This reduces manual task transfer efforts and supports team productivity improvement.
■Recommended for ・Those using both Notion and ClickUp and finding task management cumbersome ・Team leaders aiming for centralized management of high-priority tasks ・Project managers wanting to reduce errors from manual task transfers ・Business owners interested in automating business workflows
■Notes ・Please integrate Yoom with both Notion and ClickUp. ・Triggers can be set to initiate at intervals of 5, 10, 15, 30, or 60 minutes. ・Note that the shortest trigger interval varies by plan. ・“Branching” is available on the Mini Plan or higher, and the operation of repeating the same process is an exclusive feature of the Team Plan and Success Plan. Operations and data connects set with Flowbot in the Free Plan and Mini Plan will result in an error. ・Paid plans like the Team Plan or Success Plan offer a 2-week free trial. During the free trial, restricted apps or features (operations) can be used.
Other Automation Examples Using ClickUp and Notion APIs
In addition to integration with Notion, you can automate various tasks using ClickUp's API. If any of these interest you, please feel free to give them a try!
Automation Examples Using ClickUp
When a task is registered in ClickUp, you can set up automatic notifications to chat tools or add entries to a database. You can also register task deadlines in a calendar.
Register the due date of tasks registered in ClickUp to Google Calendar.
■Overview This flow adds the due dates of tasks registered in ClickUp to Google Calendar. With Yoom, you can integrate apps without programming, making it easy to implement this flow.
■Who we recommend this template for 1. Those who manage tasks in ClickUp ・Project managers engaged in administrative operations ・Those who also integrate ClickUp information with other tools
2. Projects that use Google Calendar in their operations ・Those who manage task due dates in Google Calendar ・Those who share tasks within the team via Google Calendar
■Notes ・Please connect both ClickUp and Google Calendar with Yoom. ・When creating a flow bot with more than 5 operations, it can be configured on the Mini plan or higher. On the Free plan, the flow bot will not run, so please be aware.
■Overview The "Notify Slack when a task is created in ClickUp" workflow seamlessly integrates task management with team communication.
As tasks increase, management becomes complicated and information sharing can be delayed. By automatically notifying Slack when a new task is created in ClickUp, the entire team can quickly grasp the situation. This enables quick responses and efficient communication.
■Recommended for ・Team leaders who use ClickUp for project management ・Those who want to share task progress with the team immediately ・Users who use Slack daily and want to enhance integration with other tools ・Business operators looking to streamline operations and reduce the effort of information sharing
■Notes ・Please integrate Yoom with both ClickUp and Slack.
■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.
■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)
When data is added or updated in Notion, it is possible to send notifications to chat tools or create and send documents. Additionally, documents received via communication tools can be added to Notion's database.
Create a quotation in Microsoft Excel using information from a Notion database and send an email with Outlook.
■Overview This is a flow to create a quotation in Microsoft Excel using Notion database information and send an email with Outlook. By using a trigger with a Chrome extension, you can directly trigger from Notion.
■Recommended for 1. Companies utilizing Notion for business ・Those managing customer information in a database ・Those managing detailed contents of quotations
2. Companies utilizing Microsoft Excel for business ・Those using templates for creating forms in business
3. Companies utilizing Outlook as the main communication tool ・Those using it as a means of communication with client companies
■Notes ・Please integrate Notion, Microsoft Excel, and Outlook with Yoom. ・For instructions on setting up triggers using the Chrome extension, please refer to the following. https://intercom.help/yoom/ja/articles/8831921 ・Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.
This is a flow to read invoices received in Gmail with OCR and add them to the Notion database.
■Notes ・Please link Gmail and Notion with Yoom. ・Branches are available in the Mini Plan or higher, and AI operations are only available in the Team Plan and Success Plan. In other plans, the operations of the set flow bot will result in an error, so please be careful. ・Paid plans such as the Mini Plan can be tried for free for two weeks. During the free trial, you can use restricted apps and features (operations). ・Triggers 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. ・OCR data may not be readable if it exceeds 6,500 characters or if the characters are small, so please be careful.
■Overview The "Notify Discord on Specific Status Update in Notion" workflow contributes to accelerating information sharing. Notifications arrive on Discord simultaneously with information updates on Notion, allowing immediate awareness of important information.
■Recommended For - Those using Notion for project or task management - Teams using Notion for task management who often miss important status updates - Those who want to quickly grasp task progress and efficiently advance projects - Those using Discord as a communication tool - Regular Discord users who want to quickly check task status updates
■Cautions - Connect both Notion and Discord with Yoom. - Trigger intervals can be set to 5, 10, 15, 30, or 60 minutes. - Note that the shortest trigger interval varies by plan. - Branching is a feature (operation) available in Mini plans and above. In the free plan, operations set in the flow bot will result in errors, so please be careful. - Paid plans like the Mini plan offer a two-week free trial during which restricted apps and features (operations) can be used.
■Overview This is a flow that notifies Teams when information is added to any Notion database.
■Notes ・Please link Yoom with both Notion and Microsoft Teams. ・Branching is a feature (operation) available on the Mini Plan or higher. If you are on the Free Plan, the operations set in the flow bot will result in an error, so please be careful. ・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations). ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview This is a flow that translates product information added in Notion with DeepL and reflects it in Shopify. With Yoom, you can easily achieve this flow as it allows for app integration without the need for programming.
■Recommended for ・Those who utilize Notion for product information management and want to smoothly update Shopify using registered data. ・EC businesses selling products overseas on Shopify. ・Those looking to improve operational efficiency by automating translation with DeepL in conjunction with other tools. ・Businesses selling products on multiple EC platforms aiming to achieve centralized product information management and multilingual support.
■Cautions ・Please integrate Yoom with Notion, DeepL, and Shopify respectively. ・Branches are available on Mini Plan or higher, and integration with Shopify is only available on Team Plan and Success Plan. Operations of flow bots set on other plans will result in an error, so please be aware. ・Paid plans like Mini Plan offer a 2-week free trial, during which you can use restricted apps and features (operations). ・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 careful.
How was it? By integrating ClickUp and Notion, you can significantly reduce the hassle of task management. Incorporating automation can prevent duplicate management and omissions of information, contributing to improved productivity for the entire team.
With Yoom, anyone can easily integrate ClickUp and Notion without programming knowledge. Please start by creating a free account. Registration takes just 30 seconds! After registering, you can immediately experience setting up the integration between ClickUp and Notion.
The integration flow can be customized, so please create a flow that suits your company's operations. The key to improving work efficiency is not "using" tools separately but "integrating" them. Utilize Yoom to connect apps with no code and achieve smoother and stress-free task management!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
Having transitioned from a career in child welfare to working as a writer, I am currently blogging for Yoom. I am continually amazed by the efficiency improvements Yoom enables and am eager to share this excitement with others to contribute to society. I will be sharing insights on app integrations and automation that even someone like me, with zero programming knowledge, can accomplish.
.avif)
