"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. Even beginners in data integration can easily try it, so please give it a go!
For those who want to try it quickly
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.
When a page is created in a specific Notion database, create a task in ClickUp.
■Overview The workflow 'Create a task in ClickUp when a page is created in a specified database in Notion' automates the integration of Notion and ClickUp. This integration using Yoom enhances team productivity.
■Recommended for ・Those using both Notion and ClickUp and looking for consistent management of information ・Project managers aiming for business efficiency and spending too much time on manual task creation ・Team leaders using multiple SaaS apps, considering business automation through integration ・Business owners wishing to leverage Notion databases while strengthening task management in ClickUp ・IT personnel aiming to automate daily operations by incorporating AI and RPA into business workflows
■Notes ・Please integrate Yoom with both Notion and ClickUp. ・Triggers can be set at intervals of 5, 10, 15, 30, and 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be careful. ・Branching is a feature (operation) available in Mini Plan or higher. Operations of flow bots set in the free plan will result in an error, so please be careful. ・Paid plans like the Mini Plan include a two-week free trial. During the free trial, you can use restricted apps and features (operations).
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.
Create a Task in ClickUp When a Page is Created in a Specific Notion Database
This flow is recommended for those who use both Notion and ClickUp and want to maintain consistent information management!
When a page is created in a specific Notion database, create a task in ClickUp.
■Overview The workflow 'Create a task in ClickUp when a page is created in a specified database in Notion' automates the integration of Notion and ClickUp. This integration using Yoom enhances team productivity.
■Recommended for ・Those using both Notion and ClickUp and looking for consistent management of information ・Project managers aiming for business efficiency and spending too much time on manual task creation ・Team leaders using multiple SaaS apps, considering business automation through integration ・Business owners wishing to leverage Notion databases while strengthening task management in ClickUp ・IT personnel aiming to automate daily operations by incorporating AI and RPA into business workflows
■Notes ・Please integrate Yoom with both Notion and ClickUp. ・Triggers can be set at intervals of 5, 10, 15, 30, and 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be careful. ・Branching is a feature (operation) available in Mini Plan or higher. Operations of flow bots set in the free plan will result in an error, so please be careful. ・Paid plans like the Mini Plan include a two-week free trial. During the free trial, you can use restricted apps and features (operations).
■Overview The "Automatically update ClickUp when contents are updated in a specific Notion database" flow is a business workflow that automatically connects status information between Notion and ClickUp. This workflow is ideal for those who want to streamline project management, using Yoom to smoothly synchronize data between both tools. It eliminates manual status update tasks and supports boosting the overall productivity of the team.
■Recommended for ・Those managing projects using both Notion and ClickUp ・Team leaders who spend too much time on status updates and want to improve business efficiency ・Project managers who want to maintain data consistency across multiple tools ・SME owners aiming for centralized task management
■Cautions ・Please connect Yoom with both Notion and ClickUp. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Note that the shortest activation interval differs depending on the plan. ・Branching is a function (operation) available in plans above the mini plan. In the free plan, the operations set in the flow bot will result in an error, so please be aware. ・Paid plans such as the mini plan offer a 2-week free trial. During the free trial, you can use apps and functions (operations) that are subject to restrictions.
■Overview The workflow "Automatically register high-priority tasks from Notion to ClickUp daily" utilizes Yoom's API integration and RPA features to automatically sync important tasks between Notion and ClickUp. This reduces manual task transfer efforts and supports team productivity improvement.
■Recommended for ・Those using both Notion and ClickUp and finding task management cumbersome ・Team leaders aiming for centralized management of high-priority tasks ・Project managers wanting to reduce errors from manual task transfers ・Business owners interested in automating business workflows
■Notes ・Please integrate Yoom with both Notion and ClickUp. ・Triggers can be set to initiate at intervals of 5, 10, 15, 30, or 60 minutes. ・Note that the shortest trigger interval varies by plan. ・“Branching” is available on the Mini Plan or higher, and the operation of repeating the same process is an exclusive feature of the Team Plan and Success Plan. Operations and data connects set with Flowbot in the Free Plan and Mini Plan will result in an error. ・Paid plans like the Team Plan or Success Plan offer a 2-week free trial. During the free trial, restricted apps or features (operations) can be used.
Let's Create a Notion and ClickUp Integration Flow
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.
Integrate Notion and ClickUp with My Apps
Copy the template
Set the trigger in Notion and the operation in ClickUp
Turn on the trigger and verify the integration flow
When a page is created in a specific Notion database, create a task in ClickUp.
■Overview The workflow 'Create a task in ClickUp when a page is created in a specified database in Notion' automates the integration of Notion and ClickUp. This integration using Yoom enhances team productivity.
■Recommended for ・Those using both Notion and ClickUp and looking for consistent management of information ・Project managers aiming for business efficiency and spending too much time on manual task creation ・Team leaders using multiple SaaS apps, considering business automation through integration ・Business owners wishing to leverage Notion databases while strengthening task management in ClickUp ・IT personnel aiming to automate daily operations by incorporating AI and RPA into business workflows
■Notes ・Please integrate Yoom with both Notion and ClickUp. ・Triggers can be set at intervals of 5, 10, 15, 30, and 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be careful. ・Branching is a feature (operation) available in Mini Plan or higher. Operations of flow bots set in the free plan will result in an error, so please be careful. ・Paid plans like the Mini Plan include a two-week free trial. During the free trial, you can use restricted apps and features (operations).
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.
Step 2: Copy the Template
From here, let's create the flow! Since we are using a template, open the template page below and click "Try This Template".
When a page is created in a specific Notion database, create a task in ClickUp.
■Overview The workflow 'Create a task in ClickUp when a page is created in a specified database in Notion' automates the integration of Notion and ClickUp. This integration using Yoom enhances team productivity.
■Recommended for ・Those using both Notion and ClickUp and looking for consistent management of information ・Project managers aiming for business efficiency and spending too much time on manual task creation ・Team leaders using multiple SaaS apps, considering business automation through integration ・Business owners wishing to leverage Notion databases while strengthening task management in ClickUp ・IT personnel aiming to automate daily operations by incorporating AI and RPA into business workflows
■Notes ・Please integrate Yoom with both Notion and ClickUp. ・Triggers can be set at intervals of 5, 10, 15, 30, and 60 minutes. ・The shortest trigger interval varies depending on the plan, so please be careful. ・Branching is a feature (operation) available in Mini Plan or higher. Operations of flow bots set in the free plan will result in an error, so please be careful. ・Paid plans like the Mini Plan include a two-week free trial. During the free trial, you can use restricted apps and features (operations).
The template will be automatically copied to your workspace. Please click "OK" on the next screen that appears.
Step 3: Setting Up Notion Trigger
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."
Step 4: Branch Settings
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".
Step 5: Setting Up the Database to Retrieve Records
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".
Step 7: ClickUp Settings
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.
Step 8: Setting Up the Database to Update Records
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".
Step 9: Turn on the Trigger Button and Check the Operation of the Integration Flow
Click the "Turn on Trigger" button in the red frame on the screen below to automatically start the Flowbot.
If You Want to Integrate ClickUp Data into Notion
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.
Automatically Create a Page in Notion When a Task is Created in ClickUp
Recommended if you use ClickUp and Notion regularly and manage tasks and share information in Notion!
When a task is created in ClickUp, automatically create a page in Notion.
■Overview The flow "When a task is created in ClickUp, automatically create a page in Notion" is a business workflow that enables seamless task management and information sharing. When a new task is added in ClickUp, a corresponding page is automatically generated in Notion, allowing the entire team to easily share the latest information. By leveraging this integration with Yoom, you can eliminate the effort of manual data entry and updates and achieve efficient operations.
■Recommended for ・Teams that use ClickUp and Notion on a daily basis ・Those who want to automate the processes of task management and information sharing ・Operations staff who want to reduce duplicate work and errors caused by manual input ・Business owners and managers who want to streamline workflows and improve productivity ・Those interested in SaaS app integrations who want to optimize their business workflows
■Notes ・Please connect Yoom with both ClickUp and Notion.
■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.
Other Automation Examples Using Notion and ClickUp APIs
By leveraging the APIs of Notion and ClickUp, various automations can be achieved! How about considering the following automations?
Automation Examples Using Notion
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.
■ Overview Are you manually copying the contents of customer inquiries or order emails received in Gmail into a Notion database? This task is time-consuming and prone to copy-and-paste mistakes and omissions. By using this workflow, simply receiving specific Gmail messages will prompt AI to automatically parse the content and add it to Notion, reducing the effort of consolidating information and enabling accurate data management.
■ Who we recommend this template for ・Those who manage information received in Gmail with Notion and find manual entry burdensome ・Teams that want to eliminate transcription errors from emails and improve the accuracy of data management ・Those who want to automate the initial steps of inquiry handling and task management, and focus on core work
■ Notes ・Please connect both Gmail and Notion with Yoom. ・You can choose the trigger interval at 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies depending on your plan.
■Overview The "Add Lead Information Registered in Salesforce to Notion" workflow can automate the task of transferring information. Since manual tasks are automated, it helps avoid human errors.
■Recommended for ・Those who use Salesforce for sales activities ・Those who want to quickly reflect lead information registered in Salesforce to Notion ・Those who want to save the trouble of manually entering lead information and manage it quickly ・Those who regularly use Notion and want to promote centralized management ・Those who need to quickly share lead information with team members ・Those who want to prevent information omissions and conduct sales activities efficiently
■Notes ・Please connect both Salesforce and Notion with Yoom. ・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the 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 apps that are subject to restrictions.
■Overview The workflow "Create a folder in Dropbox based on Notion information" allows you to create a folder in Dropbox with one click. It improves convenience as there is no need to access Dropbox directly.
■Recommended for - Those who manage information or projects using Notion - Those who use DropBox for file sharing and backup management - Those who want to smoothly integrate information management in Notion with file management in Dropbox - Teams that use Notion for sharing information but need quick organization and sharing of files - Those who regularly use Dropbox and want to efficiently save and access information - Those who want to efficiently organize and share information to keep projects running smoothly
■Notes - Please link both Notion and Dropbox with Yoom. - For instructions on setting up triggers using the Chrome extension, please refer to the following link. https://intercom.help/yoom/ja/articles/8831921
■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 If you manage project tasks in ClickUp and development tasks in GitHub, you often end up manually entering information into each tool. This manual transcription not only takes time but can also cause human errors, such as input mistakes and missed sharing. By using this workflow, when a task is registered in ClickUp, an Issue will be created automatically in GitHub, streamlining the connection between project management and development and improving operational efficiency.
■Who we recommend this template for ・Project managers who manually synchronize information between ClickUp and GitHub ・Development team leaders who want to prevent missed issue creation and transcription errors for development tasks ・Anyone who wants to automate the linkage between project management and development workflows to increase productivity
■Notes ・Please connect Yoom with both ClickUp and GitHub.
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?
With experience in a wide range of roles, including systems engineer, programmer, new graduate recruitment assistant, and theme park actor, I have been involved in building corporate systems and improving operational efficiency, particularly as a systems engineer and programmer. Utilizing Yoom, I will clearly and comprehensively communicate practical approaches to reducing operational burdens.
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