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"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!
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.
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.
This flow is recommended for those who use ClickUp for task management and want to notify Slack of task information for information sharing.
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.
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.
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.
Now, let's proceed with the automation settings!
Log in to Yoom and click "Try it" on the banner below.
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".
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".
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".
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".
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.
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.
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.
This flow is recommended for those who want to streamline task and file management by automatically attaching files posted on Slack to ClickUp tasks.
By utilizing the APIs of ClickUp and Slack, various automations can be achieved.
You can synchronize information to Google Sheets when registering tasks in ClickUp, or register task deadlines in Google Calendar.
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.
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.
Why not optimize your team's workflow with simple automation?
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