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"I have too many tasks to manage..."
"It's a hassle to check both GitHub and ClickUp..."
The solution to these problems is the automatic integration of GitHub and ClickUp! For example, you can create a system where tasks are automatically registered in ClickUp when you create an issue or pull request in GitHub. This eliminates the need for manual task registration, making progress management much smoother. It also prevents transcription errors and overlooked tasks.
In this article, we will specifically introduce the automation flow that can be achieved by integrating GitHub and ClickUp. If you're considering improving work efficiency, be sure to check it out!
By using Yoom, you can easily integrate GitHub and ClickUp without any code.
Yoom provides templates for integration in advance, so you can achieve integration immediately just by registering, even without API knowledge.
■Overview
The "Create a task in ClickUp when an issue is created in GitHub" flow is a business workflow that seamlessly automates task management for development teams.
■Who should use this template
■Benefits of using this template
By integrating the APIs of GitHub and ClickUp, you can automatically sync GitHub data with ClickUp!
For example, you can automatically perform data synchronization like the following without human intervention.
Since a task is automatically added to ClickUp when an issue is created in GitHub, task management becomes easier.
This flow is recommended for those who want to streamline the development process and ensure task execution.
■Overview
The "Create a task in ClickUp when an issue is created in GitHub" flow is a business workflow that seamlessly automates task management for development teams.
■Who should use this template
■Benefits of using this template
This flow is recommended for those who want to save the effort of adding a task to ClickUp every time a pull request is created on GitHub.
Task creation is automated, preventing omissions and errors in task addition.
■Overview
The flow "Create a task in ClickUp when a pull request is created in GitHub" is a business workflow aimed at streamlining the development process.
When a new pull request occurs in GitHub, a corresponding task is automatically generated in ClickUp, allowing for smooth task management across the team.
This integration enables the unification of development and task management, reducing unnecessary communication.
■Recommended for
■Benefits of using this template
Now, let's actually create a flow that integrates GitHub and ClickUp!
We'll be using Yoom to proceed with the integration of GitHub and ClickUp without any code, 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 creates a task in ClickUp when an issue is created in GitHub!
The creation process is broadly divided into the following steps.
■Overview
The "Create a task in ClickUp when an issue is created in GitHub" flow is a business workflow that seamlessly automates task management for development teams.
■Who should use this template
■Benefits of using this template
First, register GitHub and ClickUp as My Apps to connect them to Yoom.
By registering My Apps in advance, it becomes 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 Link GitHub
A list of apps will be displayed, so find GitHub from there or use the search function.
Once the following screen is displayed, please log in to GitHub.
How to Link ClickUp
Similarly, find ClickUp from the list or use the search function.
Once the following screen is displayed, please log in to ClickUp.
Once the following screen is displayed, select the workspace and click "Connect Workspace".
If GitHub and ClickUp are displayed in your My Apps section, the registration is complete.
Let's proceed with the automation settings!
Log in to Yoom and click "Try it" on the banner below.
■Overview
The "Create a task in ClickUp when an issue is created in GitHub" flow is a business workflow that seamlessly automates task management for development teams.
■Who should use this template
■Benefits of using this template
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 flow bot to start when an issue is created on GitHub, click "When a new issue is created".
The following screen will be displayed, so please check the settings.
If there are no issues, click "Next".
When the following screen is displayed, please configure the settings.
Once the settings are complete, click "Test".
If the test is successful, "Test Successful" will be displayed, so click "Save".
Next, to set up task creation in ClickUp based on the GitHub issue, click "Create Task".
The following screen will be displayed, so please check the settings.
If there are no issues, click "Next".
The following screen will be displayed, so please set up the "team".
Click inside the box to display the candidates, and select the appropriate team.
Next, set up "Space", "folder", and "list_id".
Similarly, select from the candidates.
Scroll and set the "name".
If you utilize the GitHub output, the title will be automatically created.
The output will be displayed by clicking the arrow in the red frame.
The following is an example, so please refer to it and set it up.
Finally, optionally set the "description".
Select the GitHub issue you want to check on ClickUp from the output.
The following is an example, so feel free to set it up.
Once the settings are complete, click "Test" → "Test Successful" → "Save".
All items have been set up here!
The following screen will be displayed, so click "Turn on Trigger" to complete the automation setup.
Check if the flow bot you set up is working properly!
This was the flow to create a task in ClickUp when an issue is created on GitHub.
Earlier, we introduced how to link data from GitHub to ClickUp, but if you want to link data from ClickUp to GitHub, please use the following template.
You can automate the creation of GitHub issues, significantly reducing effort and time.
This flow is recommended for those who manage project-related tasks in both systems.
■Overview
This is a flow that adds tasks registered in ClickUp to GitHub.
■Recommended for
1. Those who utilize ClickUp for their work
・Those who register and manage tasks related to projects
・Those who check the progress of their work
2. Those who use GitHub for their work
・Those who manage tasks that arise in projects
■Benefits of using this template
ClickUp is an effective tool for managing the overall progress of a project.
Additionally, by using GitHub to manage tasks, you can manage tasks related to the project in more detail.
However, manually registering tasks from ClickUp to GitHub each time can lead to a significant loss of time in the long run.
This flow is suitable for those who want the entire team to focus on solving tasks.
By utilizing this flow, you can automatically register the task details from ClickUp to GitHub, eliminating the need for manual input.
You can save the time previously spent on input tasks and allocate it to other work, leading to faster task resolution.
Moreover, by automating the registration, it helps avoid human errors from manual input, ensuring smooth business operations.
■Notes
・Please integrate both ClickUp and GitHub with Yoom.
This template is a workflow that updates GitHub issues when a task is updated in ClickUp.
It is recommended for those who want to manage projects and tasks smoothly.
■Overview
The workflow "Update GitHub issues when tasks are updated in ClickUp" seamlessly integrates 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
■Benefits of using this template
By utilizing APIs like Backlog and Salesforce, various automations can be achieved.
You can automatically analyze the content of GitHub Issues with ChatGPT or automatically notify communication tools when a new GitHub Issue is created.
■Overview
Automatically add new or updated GitHub issues to a Google Spreadsheet.
■Setup Instructions
・Connect GitHub, Google Spreadsheet, and Yoom. (My App Integration)
・Specify the owner name and repository name with the trigger "When a new issue is created or updated" in GitHub.
・In the Google Spreadsheet operation "Add a record," specify the spreadsheet information where the data will be added.
■Notes
・Integration settings between your GitHub account and Google Spreadsheet account are required.
■Overview
This is a flow that creates an Issue in GitHub when a message is posted on Slack.
■Recommended for
1. Those who use Slack for work
・Those who handle work communications on Slack
・Those who share task assignments with members from Slack
2. Those who use GitHub as a task management tool
・Engineers who want to streamline version control with GitHub
・Project managers who manage development tasks on GitHub
■Benefits of using this template
GitHub allows you to create Issues for problems that arise in work, which helps in visualizing and sharing issues.
However, creating Issues on GitHub needs to be done manually, which carries the risk of missing Issue creation.
This template allows you to create Issues in GitHub based on messages posted on Slack.
You can create Issues based on chat content that arises from work communications, eliminating the need to switch between tools and enabling timely responses.
■Notes
・Please integrate Slack and GitHub with Yoom.
・AI operations are features available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations of the configured flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI 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.
■Overview
This is a flow that sends notifications to Microsoft Teams when an issue is created on GitHub.
■Notes
・Integration settings with Yoom are required for both GitHub and Microsoft Teams.
・Microsoft365 (formerly Office365) has a consumer plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
◼️Overview
When a page in a specific Notion database is created or updated, an Issue is automatically created in GitHub.
The title, body, and assignee settings of the Issue can be freely customized.
◼️Setup Instructions
1. Connect both the Notion and GitHub apps with Yoom. (My App Connections)
2. Use the trigger "When a page in a specific database is created or updated" in Notion, and specify the database ID of the specific database.
3. In the GitHub operation "Create Issue", set the Issue title, comments, assignee, etc., based on the information obtained from Notion.
◼️Notes
・It is necessary to set up account connections for both Notion and GitHub.
・Feel free to replace the Issue settings and body with any desired values.
■ Overview
This is a workflow where, when an issue is created on GitHub, ChatGPT automatically analyzes the content and adds appropriate comments.
By utilizing Yoom, this workflow speeds up initial responses and improves communication within the development team.
It achieves efficient issue management by incorporating AI.
■ Recommended for
■ Benefits of using this template
Checking the content to understand GitHub issues can take a lot of time if the content is complex.
With this automation, ChatGPT automatically analyzes and adds appropriate comments, allowing for smooth initial responses and leading to more efficient issue management.
Furthermore, consistent feedback from AI improves information sharing within the team and facilitates smoother communication.
It reduces the time developers previously spent explaining content, allowing them to focus on important tasks.
It is possible to automatically sync task due dates registered in ClickUp with Google Calendar and to automatically create tasks in ClickUp based on content posted in Slack.
■Overview
The workflow "Automatically create tasks in ClickUp from content posted in Slack" is a business workflow that seamlessly integrates team communication and task management. By automatically registering shared information in 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
■Benefits of using this template
■Overview
This is a flow to register the due dates of tasks registered in ClickUp to Google Calendar.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between applications.
■Recommended for
1. Those who manage tasks with ClickUp
・Project managers who handle management tasks
・Those who integrate ClickUp information with other tools
2. Projects that have implemented Google Calendar for business
・Those who manage task deadlines with Google Calendar
・Those who share tasks within the team using Google Calendar
■Benefits of using this template
Google Calendar is a tool that can streamline schedule sharing among teams.
However, if you are also linking the due dates of tasks registered in ClickUp to Google Calendar, you might find the manual work each time to be time-consuming and cumbersome.
By using this flow, when a task is registered in ClickUp, the due date can be automatically registered in Google Calendar, thus streamlining the manual operation of Google Calendar.
Even when work is hectic, you can seamlessly register information to Google Calendar, preventing any omissions.
Additionally, by integrating with chat tools, you can also share task deadlines with team members in a timely manner.
■Notes
・Please integrate both ClickUp and Google Calendar with Yoom.
■Overview
This is a flow that adds a card to ClickUp when it is registered in Trello.
■Recommended for
1. Companies managing tasks with Trello
・Those utilizing it for team task management
・Those visualizing the progress of tasks related to projects
2. Companies managing tasks with ClickUp
・Those managing tasks with added detailed information
・Teams understanding project progress through task visualization
■Benefits of using this template
Trello is a tool effective for visualizing progress and advancing projects within a team.
By also using ClickUp, you can manage projects from a more multifaceted perspective, further promoting business progress.
However, manually entering Trello information into ClickUp each time may cause delays in information sharing.
This flow is suitable for those who want to speed up the sharing of information.
By using this flow, you can automatically add Trello information to ClickUp, allowing for faster information sharing than manual entry.
Additionally, by registering with the quoted content, you can prevent input errors and maintain high accuracy of the information shared within the team.
■Notes
・Please integrate both Trello and ClickUp with Yoom.
■Overview
This flow creates a task in ClickUp and sends a detailed email via Gmail when there is a response to the form.
■Recommended for
1. Those who use Gmail as their main communication tool
・Department heads using it for internal and external communication
・Sales assistants responsible for interactions with client companies
・Project managers overseeing overall coordination
2. Those who want to simplify task management
・Sales department personnel conducting tasks in groups to achieve numerical goals
・Personnel in charge of the management department of companies with many branches
・Professionals such as labor and social security attorneys or tax accountants with advisory contracts
3. Those who want to reduce manual input work and automate processes
・Owners of small and medium-sized enterprises aiming for operational efficiency
・Administrative staff handling tasks in various directions
■Benefits of using this template
・You can eliminate the hassle of manual input as tasks are created and emails are sent just by responding to the form.
・You can improve the accuracy of task management and significantly enhance operational efficiency.
■Notes
・Please integrate Gmail and ClickUp with Yoom.
・Since scheduling in ClickUp needs to be entered in UNIX timestamp format, an operation to manipulate and convert data has been added.
■Overview
This is a flow that adds tasks registered in ClickUp to Microsoft Excel.
■Recommended for
1. Those who utilize ClickUp for business
・Those who register and manage tasks related to projects
・Those who visualize and check progress
2. Companies that manage business operations with Microsoft Excel
・Those who create sheets for each project and check tasks
■Benefits of using this template
ClickUp is a tool that can be used to visualize tasks and facilitate smooth project progress.
By further utilizing Microsoft Excel, you can manage information related to tasks simultaneously, leading to smooth business operations.
However, manually adding information to Microsoft Excel every time a task is registered in ClickUp takes away time from tasks that should be prioritized.
By using this flow, you can automatically add information to Microsoft Excel when a task is registered in ClickUp.
By eliminating manual work, you can save time and effort, allowing you to focus on more important tasks.
The entire team can concentrate on core tasks and quickly resolve tasks, leading to increased productivity.
■Notes
・Please integrate ClickUp and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.
How was it? By integrating GitHub and ClickUp, you can smoothly solve issues such as "wanting to prevent task registration errors," "wanting to make progress management more efficient," and "wanting to reduce waste in development tasks."
By utilizing the no-code tool Yoom, which requires no programming, anyone can easily set it up and immediately experience the benefits of automation. Reduce tedious tasks and create an environment where you can focus on your core work. If you're interested, first create a free account and check out its usability. Registration takes just 30 seconds! You can experience automatic integration right away.
Why not incorporate automation that suits your company's operations and experience a highly efficient work style?
