Automatically update ClickUp when content is updated in a specific Notion database
It also supports updates, saving you the hassle of duplicating the same content in both tools!
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"I'm managing tasks with both Notion and ClickUp, but the information is scattered and it's troublesome...
"It takes too long to manually update ClickUp with the changes made in Notion every time!"
If you have these kinds of issues with task management and creation, let's integrate Notion and ClickUp using Yoom!
By integrating Notion and ClickUp, data synchronization is automated, making it possible to simplify manual task creation and data entry work. This means you might be able to manage tasks more efficiently than before!
In this article, we will clearly explain what can be done by integrating Notion and ClickUp, as well as how to create a specific integration flow with images.
<span class="mark-yellow">Even beginners in data integration can easily try it, so please give it a go!</span>
By using Yoom, you can easily integrate Notion and ClickUp without any coding.
Yoom provides templates for integrating Notion and ClickUp in advance, so you can achieve integration immediately just by signing up, even without any API knowledge.
By integrating the APIs of Notion and ClickUp, you can automatically sync Notion data with ClickUp!
For example, you can automatically perform data synchronization like the following without human intervention.
This flow is recommended for those who use both Notion and ClickUp and want to maintain consistent information management!
It also supports updates, saving you the hassle of duplicating the same content in both tools!
Managing and processing tasks more smoothly might benefit from separately managing high-priority tasks…!
Let's get started with creating a flow that integrates Notion and ClickUp!
We'll use Yoom to proceed with the integration of Notion and ClickUp without any coding. If you don't have a Yoom account yet, please create one using this link.
[What is Yoom]
This time, we will create a flow bot that transfers data to ClickUp when a contact is registered in Notion!
We will create this in the following major steps.
Let's register My Apps to connect Notion and ClickUp to Yoom.
By completing the My Apps registration first, you can proceed with the automation settings smoothly.
Before connecting, create a database in Notion!
※ This time, it was created as shown in the image below.
1. Click on My Apps on the left side of the Yoom page and select "Add".
Enter "Notion" in the search box at the top right and select Notion from the search results.
2. On the displayed screen, enter your email address and click "Continue".
On the next screen, click "Select Pages".
On the next screen, click "Allow Access".
3. Next, register ClickUp with My Apps.
Similarly, click on My Apps on the left side of the Yoom page and select "Add".
Enter "ClickUp" in the search box and select ClickUp from the search results.
On the next screen, enter your email and password, and click "Login".
On the displayed screen, select the workspace and click the red-framed part in the image below.
If Notion and ClickUp are displayed in My Apps, the registration is complete.
From here, let's create the flow! Since we are using a template, open the template page below and click "Try This Template".
The template will be automatically copied to your workspace. Please click "OK" on the next screen that appears.
1. Click "OK" on the previous screen, then click the app trigger "When a page in a specific database is created or updated" on the displayed screen.
※This screen appears when you click "Create a task in ClickUp when a page is created in a specific Notion database" displayed in the Flowbot under "My Projects" on the left side of the Yoom page screen.
2. Enter the required fields on the displayed screen. Keep the trigger action as is and click "Next".
3. Set the details on the displayed screen.
Select the "Trigger Interval".
※The trigger can be set to 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.
※For more details on the Yoom plan, please refer to here.
Enter the "Database ID" according to the description below the input field.
4. Once you have finished entering, execute the "Test" and if successful, click "Save".
※The displayed output can be utilized in the next settings as indicated by "This value can be used in other operations."
1. Click the "Command Operation" to manipulate the database.
※Branching is a feature (operation) available in the Mini Plan and above. In the Free Plan, the operations set in the Flowbot will result in an error, so please be careful.
Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
This time, we are using a template to set it up as shown in the image below.
Once you have completed the setup, click "Save".
1. Click "Retrieve Records (ID Search)" to manipulate the database.
Enter the required fields on the displayed screen and click "Next".
Select the "Database ID" from the suggestions displayed when you click the input field or enter it according to the description below the input field.
2. Perform detailed settings.
Select the "Condition for the record you want to retrieve" from the output displayed when you click the input field.
Once you have finished entering, execute the "Test" and if successful, click "Save".
Step 6: Date/Time Format Conversion Settings
1. Click "Convert Date/Time Format" to manipulate and convert data.
2. The "Conversion Type" can be changed by clicking change and selecting "Select Conversion Type".
For more details, please refer to here.
Since we are using a template this time, the settings are already complete. Therefore, there is no need to make any modifications, but we will introduce the setting method as an example!
3. Select the "Date/Time to Convert" from the output displayed when you click the input field.
4. Select the "Date/Time Format to Convert" from the dropdown.
※Please select the same date format as the date format of the date/time to be converted.
5. Select the "Date/Time Format After Conversion" from the dropdown to select the date format you want to convert to.
Once you have completed the setup, execute the "Test" and if successful, click "Save".
1. Click "Create Task" to integrate with the app.
Enter the required fields on the displayed screen and click "Next".
2. Set up the API connection.
Select "team", "space", "folder", and "list_id" from the suggestions displayed when you click the input field.
Select "name" from the output displayed when you click the input field.
You can select "description" from the output displayed when you click the input field.
※This time, we set it up as shown in the image below.
Once you have finished entering, execute the "Test" and if successful, click "Save".
The previously converted value is already inserted into the due_date.
1. Click "Update Records (ID Search)" to manipulate the database.
Follow the same procedure as Step 5, 1.
2. Perform detailed settings.
Select the "Condition for the record to update" from the output displayed when you click the input field.
Select the "Value of the record after update" from the output displayed when you click the input field.
Once you have finished entering, execute the "Test" and if successful, click "Save".
Click the "Turn on Trigger" button in the red frame on the screen below to automatically start the Flowbot.
This time, we introduced how to integrate data from Notion to ClickUp, but if you want to integrate data from ClickUp to Notion, please also use the template below.
Recommended if you use ClickUp and Notion regularly and manage tasks and share information in Notion!
Of course, updates are also supported! This might enable quick sharing of task data.
By leveraging the APIs of Notion and ClickUp, various automations can be achieved!
How about considering the following automations?
You can add pages from database, email, or response form information, and automatically notify chat tools when a page is created or progress is updated.
When a task is registered, you can add it to a database or calendar, or create tasks from information in response forms!
By integrating Notion and ClickUp, it is expected that managing and creating tasks that should be shared within the team will become smoother!
You may be able to reduce the time spent on manually creating tasks in ClickUp and especially on the time-consuming task of transferring data from ClickUp to Notion, leading to more efficient task management!
The data integration introduced this time can be easily implemented even by beginners in data integration by utilizing Yoom!
If you have been interested in implementing automation but felt it seemed difficult, why not take this opportunity to challenge yourself with Yoom?
To reduce the burden of work and create a comfortable working environment, register with Yoom now and implement automation!
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