"Huh, is anyone handling this task?" "I noticed the update too late...!"
When managing tasks with your team using ClickUp, do you ever feel this kind of frustration? It's a hassle to open ClickUp every time to check if a task has been created or updated, and sometimes things get overlooked. This is where the integration of ClickUp and Slack comes into play. By utilizing the API, you can automatically send notifications to Slack whenever a task is created or updated in ClickUp. This allows you to quickly catch task information on Slack, making team collaboration smoother.
In this article, we will specifically introduce the automation flow that can be achieved by integrating ClickUp and Slack. If you're considering improving work efficiency, be sure to check it out!
For those who want to try it out quickly
By using Yoom, you can easily integrate ClickUp and Slack without any code.
Yoom provides templates for integrating ClickUp and Slack in advance, so even without API knowledge, you can achieve integration immediately just by signing up.
■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.
By integrating ClickUp with Slack's API, you can automatically sync ClickUp data with Slack! For example, you can automate data synchronization like the following without any manual intervention.
Notify Slack When a Task is Created in ClickUp
This flow is recommended for those who use ClickUp for task management and want to notify Slack of task information for information sharing.
■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.
Unlike the previous template, this allows you to notify Slack of updates to ClickUp task information, enabling you to check the latest task details. This flow is recommended for those who want to quickly grasp updated task content.
■Overview The "Notify Slack When Task Changes on ClickUp" flow streamlines task management and communication within the team.
By quickly understanding task progress and changes, information sharing among team members becomes easy. Particularly in environments utilizing ClickUp and Slack, this integration can enhance work efficiency. Daily task management becomes simpler and more effective.
■Recommended for ・Those who manage tasks with ClickUp and want to streamline change notifications ・Those who use Slack regularly and want to strengthen team collaboration ・Project managers who want to share progress quickly ・Leaders who wish to facilitate smooth team communication
■Notes ・Please link both ClickUp and Slack with Yoom.
Let's get started by creating a flow that integrates ClickUp and Slack! We will use Yoom to proceed with the integration of ClickUp and Slack without any coding, so 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 flow bot that notifies Slack when a task is created in ClickUp! The creation process is broadly divided into the following steps.
Register ClickUp and Slack as My Apps
Copy the template
Set the ClickUp trigger that initiates the flow and the subsequent Slack action settings
Turn on the trigger button to activate the flow bot
■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.
First, register ClickUp and Slack as My Apps to connect them to Yoom. Completing the My Apps registration in advance makes it easier to proceed with automation settings.
Let's proceed with the settings! Click "My Apps" → "Add" on the left side of the Yoom screen.
How to Connect ClickUp
A list of apps will be displayed, so search for ClickUp from there or use the search function. When the following screen appears, please log in to ClickUp.
When the following screen appears, check that there are no errors in the workspace to be connected, and click "Connect Workspace".
How to Connect Slack
Similarly, search for Slack from the list or use the search function.
When the following screen appears, please enter the Slack URL.
When the following screen appears, select the appropriate channel from "Channel Search". For detailed settings, please check here.
If ClickUp and Slack are displayed in your My Apps section, the registration is complete.
Step 2: Copy the Template
Now, let's proceed with the automation settings! Log in to Yoom and click "Try it" on the banner below.
■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.
The template will be automatically copied, and the following screen will be displayed. The template will be automatically stored in a project called My Project, so if you want to check it, please do so from there. Read the following screen display and click "OK".
When the following screen is displayed, please check the "Title". You can also change the title to make it easier to use. First, to set up the flowbot to start when a task is created in ClickUp, click "When a task is created".
Step 3: Set the ClickUp trigger that starts the flow
The following screen will be displayed, so please check the settings. If there are no issues, click "Next".
Please create a task in ClickUp for testing. When the following screen is displayed, set the "team_id". Click inside the box to display the options and select the appropriate ID. If you want to narrow down the space, folder, or list, set it similarly.
Once the setup is complete, 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 click "Test" → "Test Successful" → "Save".
Step 4: Set to retrieve tasks in ClickUp
Next, to set up retrieving tasks in ClickUp, click "Retrieve Task". The following screen will be displayed, so please check the settings. If there are no issues, click "Next".
When the following screen is displayed, set the "task_id". Select the task ID from the output of "When a task is created". Once the setup is complete, click "Test" → "Test Successful" → "Save".
Step 5: Set to notify Slack
Next, to set up notifying Slack with ClickUp task information, click "Send Message to Channel". The following screen will be displayed, so please check the settings. If there are no issues, click "Next".
Please check the following precautions. To install the Yoom app in the Slack channel, please check here.
Next, select the "Channel ID to post to" from the options.
Scroll and set the "Message". Select the task information you want to display in Slack from the output of "Retrieve Task". The following is an example, so please set it as you like. Once the setup is complete, click "Test" → "Test Successful" → "Save".
Step 6: Turn on the trigger button and start the flowbot
All settings are now complete! The following screen will be displayed, so click "Turn on Trigger" to complete the automation setup. Check if the flowbot you set up is working correctly!
This was the flow to notify Slack when a task is created in ClickUp.
If you want to link Slack data to ClickUp
Earlier, we introduced how to link data from ClickUp to Slack, but if you want to link data from Slack to ClickUp, please use the following template.
Automatically create tasks in ClickUp from content posted in Slack
This flow retrieves task information from messages posted in a Slack channel using AI and automatically adds tasks to ClickUp. This flow is recommended for those who find task creation cumbersome and want to execute tasks smoothly.
Automatically create tasks in ClickUp from content posted on Slack.
■Overview The "Automatically create tasks in ClickUp from content posted on Slack" workflow seamlessly integrates team communication and task management. By automatically registering shared information on Slack as tasks in ClickUp, it reduces manual input work and improves operational efficiency. This integration using Yoom allows for a quick transition from daily communication to concrete tasks, making project management smoother.
■Recommended for ・Team leaders who use both Slack and ClickUp and find task creation cumbersome ・Project managers who want to unify communication and task management to improve operational efficiency ・Those aiming for business improvement through automation by realizing "ClickUp Slack integration" using Yoom ・Administrators who want to reduce human errors associated with manual task input ・Executives considering workflow automation to enhance team productivity
■Notes ・Please integrate both Slack and ClickUp with Yoom. ・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.
■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 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 "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.
It is possible to automatically notify Slack when a video is published or data is added to a database. You can create meetings or share attachments based on the content of Slack posts.
Automatically classify inquiry content with ChatGPT and notify the appropriate channel in Slack.
■Overview The workflow 'Create a Zoom meeting based on Slack post content and send the link via email' contributes to the efficiency of scheduling tasks. The creation of meetings and sending of emails are completed with operations only on chat, improving convenience.
■Recommended for ・Those who use Slack regularly ・Those who want to communicate efficiently with team members ・Those who frequently hold online meetings using Zoom ・Those who want to easily set up meetings by integrating Slack and Zoom ・Those who want to quickly set up meetings and share links ・Those who want to automate link sending via email to improve work efficiency
■Notes ・Please integrate Yoom with both Slack and Zoom. ・The trigger 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.
■ Overview Do you check specific YouTube channels for competitive research or information gathering but struggle with missed updates or forgetting to share them with your team? Manual checks are time-consuming and can delay sharing. By using this workflow, when a new video is published on a specified YouTube channel, it will automatically notify Slack of that information. This eliminates manual checks and streamlines information gathering that leverages the latest updates from YouTube.
■ Recommended for ・Marketers who want to share competitors' YouTube channels in Slack and quickly grasp trends ・Those who use YouTube for research and want to automate sharing to Slack ・Team leaders who want to prevent missing YouTube videos and increase the team's information awareness
■ Notes ・Please connect Yoom with both the YouTube Data API and Slack. ・You can choose trigger intervals of 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan, so please note.
■Overview This flow notifies Slack when a specific option is selected on Google Forms. You can share information with the team in real-time based on the form responses.
■Recommended for ・Personnel using Google Forms who want to immediately respond to specific answers ・Administrators who want to automate team notifications and reduce manual notification tasks ・Project leaders who want to quickly share feedback or requests requiring urgent attention
■Notes ・Please integrate Google Forms and Slack with Yoom. ・You can select the trigger intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Branching is a feature (operation) available on the Mini Plan or higher. If you are on the Free Plan, operation settings on the flow bot will result in an error, so please be cautious. ・Paid plans such as the Mini Plan are available for a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
How was it? By integrating ClickUp and Slack, you can easily solve issues such as "not wanting to miss task notifications," "wanting to streamline team information sharing," and "wanting to reduce work inefficiencies."
By utilizing the no-code tool Yoom, you can easily integrate Backlog and Teams without programming knowledge! The setup is simple, and you can quickly experience the benefits of automation. If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration right away.
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.
