Add tasks to ClickUp when matching tasks are created in Clockify

■Overview

Do you use Clockify for project management and ClickUp for task management, but find it time-consuming to enter the same information twice?
When you need to manage only tasks related to specific projects in both tools, manually transferring information can also lead to omissions and errors.
This workflow automatically adds a task to ClickUp when a task that meets specific conditions is created in Clockify. Automate the integration between Clockify and ClickUp to streamline task management.

■Who should use this template

• Those who use Clockify and ClickUp together and manually manage task information in both tools
• Project managers who want to automatically connect time tracking in Clockify with task management in ClickUp
• Those who want to standardize their workflows by sending only tasks that meet specific conditions to another tool

■Benefits of using this template

• Tasks created in Clockify are automatically added to ClickUp, reducing the time previously spent manually transferring information.
• Because the system processes tasks automatically, it prevents human errors such as missed transfers and incorrect entries, ensuring accurate information sharing.

■Workflow steps

1. First, connect Clockify and ClickUp to Yoom.
2. Next, select Clockify as the trigger and set the action to “When a new task is created.”
3. Then, configure branching in the operation so that subsequent steps run only when the specified conditions are met.
4. Finally, set the ClickUp “Create a task” action in the operation to create a task based on the information retrieved from Clockify.

※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes information within the workflow after the trigger runs.

■Customization options

• Set the conditions for Clockify tasks that you want to send to ClickUp. For example, you can target only tasks that include a specific project name or tag.
• In the operation for creating a task in ClickUp, choose which information retrieved from Clockify to use, such as the task name, description, assignee, and due date.

◼️Notes‍

• Connect both Clockify and ClickUp to Yoom.
• Branching is available as an operation on the Mini plan and above. On the Free plan, the configured operation in the workflow will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.
• Due to app specifications, the file creation date and last updated date may not always match, which could prevent branching from working correctly.