How to automatically add a task to ClickUp when an application is approved in Jobcan Expense Management/Workflow by integrating Jobcan Expense Management/Workflow with ClickUp

The process consists of only 4 steps, so it can be set up in 10-15 minutes.

1. Register Jobcan Expense Management/Workflow and ClickUp as My Apps
2. Set a trigger to activate when an application is approved in Jobcan Expense Management/Workflow
3. Set an action to create a task in ClickUp
4. Verify the automation between Jobcan Expense Management/Workflow and ClickUp

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Step 1: Register Jobcan Expense Management/Workflow and ClickUp as My Apps

Connect Jobcan Expense Management/Workflow and ClickUp to Yoom and register them as My Apps.
Once registered as My Apps, automation settings can be easily configured.

Register Jobcan Expense Management/Workflow as My Apps.
Refer to the Yoom Help Page for registration instructions.

Next, register ClickUp as My Apps.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Search for ClickUp from "Search by App Name" or find it from the app list.

The following screen will be displayed, please log in to ClickUp.

When the following screen is displayed, click "Connect Workspace" within the red frame.

Jobcan Expense Management/Workflow and ClickUp will be displayed in My Apps.

Step 2: Set a trigger to activate when an application is approved in Jobcan Expense Management/Workflow

To set up automation, click "Try it" in the banner below.

Read the following screen display and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If changes are needed, click the relevant section to make changes.
First, to set up Jobcan Expense Reimbursement & Workflow, click "When the application is approved".

The following screen will be displayed, so check the settings.

• "Title" → Can be freely changed
• "Account information linked with Jobcan Expense Reimbursement & Workflow" → Check for discrepancies
• "Trigger Action" → When the application is approved

When the following screen is displayed, select the "Trigger Interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ The trigger interval varies depending on the plan, so please be careful.
Once set, click "Test" → "Test Successful" → "Save".

Step 3: Set the action to create a task in ClickUp

Next, to set up ClickUp, click "Create Task".
The following screen will be displayed, so check the settings.

• "Title" → Can be freely changed
• "Account information linked with ClickUp" → Check for discrepancies
• "Action" → Create Task
  

The following screen will be displayed, so select the required items from the options.

Scroll down and set the "name" using the output from Jobcan Expense Reimbursement & Workflow.
Click the arrow in the red frame to display the output from Jobcan Expense Reimbursement & Workflow.
If there are other items that need to be set, configure them.
Once set, click "Test" → "Test Successful" → "Save".

Step 4: Verify the automation between Jobcan Expense Reimbursement & Workflow and ClickUp

Finally, click "Turn ON Trigger" to complete the automation setup.
Check if the trigger is activated correctly.

Other examples of automation using Jobcan Expense Reimbursement & Workflow and ClickUp

1. When an application is returned in Jobcan Expense Reimbursement & Workflow, it automatically adds it to Google Sheets.
‍When an application is returned, its content is reflected in Google Sheets, allowing for a quick response.
Since the response status can be visualized, it becomes easy to identify items that have not been addressed in the return process.

2. This is a flow where once a request is approved in Jobcan Expense Management & Workflow, it is automatically notified in Slack.
When a request is approved, it is automatically notified in Slack, preventing any missed approvals.
Accounting personnel will find it easier to transition to tasks such as accounting processing.

3. When there is a response to the form, this flow creates a task in ClickUp and automatically sends a Gmail.
By automating task creation and email sending, sharing tasks becomes easier.
It eliminates the need to manually create tasks, which can improve work efficiency.

Summary

In this article, we introduced how to automatically add tasks to ClickUp based on applications approved in Jobcan Expense Management and Workflow.
This streamlines task management and makes it easy to understand the status of applications.
Additionally, it eliminates the need for manual task additions, reducing registration errors and missed follow-ups.
With clear approval status, accounting personnel can perform accounting processes smoothly.
This could be an effective automation, especially in busy business environments.

App integration using Yoom can be done without programming knowledge.
As introduced, simply follow the instructions for setup, making it easy for anyone to implement automation.
If you are interested in trying it out, please register for free from here.