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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!
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.
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.
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.
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.
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.
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.
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!
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 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.
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.
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.
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.
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".
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.
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.
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.
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!
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.
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.
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!
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