Send a notification email in Gmail when a new task is created in ClickUp

Launch this workflow to connect ClickUp & Gmail !

■Overview

Do you find it time-consuming to notify stakeholders via Gmail every time a new task is created in ClickUp? Manual notifications not only take time but can also lead to mistakes, such as forgetting to send an email.
With this workflow, you can automatically send notification emails through Gmail whenever a task is created in ClickUp. By seamlessly connecting ClickUp and Gmail, you can reduce communication overhead in task management and create an environment where you can focus on more important work.

■Who should use this template

Anyone who manually notifies stakeholders via Gmail each time a task managed in ClickUp is updated
Team leaders who want to connect ClickUp and Gmail to prevent important task-related notifications from being missed
Anyone who wants to automate routine project management communications and improve productivity

■Benefits of using this template

Automatically send Gmail notifications when a task is added to ClickUp, reducing the time spent drafting emails
Prevent human errors such as missed notifications and incorrect recipients caused by manual communication, ensuring reliable information sharing

■Flow bot steps

First, connect ClickUp and Gmail to Yoom
Next, select ClickUp as the trigger and set the action to “When a task is created”
Then, set the ClickUp “Get a task” action as an operation to retrieve the details of the created task
Finally, set the Gmail “Send an email” action as an operation and send the email to the specified recipients with the retrieved task information included in the message body

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customization options

In the ClickUp trigger settings, you can specify the Team ID, Space ID, and other criteria for notifications, allowing you to run the workflow only when a task is created in a specific project or team
In the Gmail email-sending action, you can freely set the notification recipients. You can also add not only fixed text but variables such as the task name and assignee retrieved in a previous operation to the message body

■ Notes

Connect both ClickUp and Gmail to Yoom.

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About the Apps

ClickUp

Yoom allows you to integrate with ClickUp's API without any code. You can add or update tasks in ClickUp via the API, and automatically add comments or attachments to ClickUp tasks.

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Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.

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About the apps you use

ClickUp

Yoom allows you to integrate with ClickUp's API without any code. You can add or update tasks in ClickUp via the API, and automatically add comments or attachments to ClickUp tasks.

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