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How to automate emails, Google Sheets and reminders with new tasks in ClickUp using Zapier?

  • 23 May 2024
  • 1 reply
  • 14 views

  1. How to create a Zap that sends an email using Gmail. The recipient is from your email field on a newly created task inside a list, folder, and space on your clickup?
  2. How to create a Zap so that when a new task is created on a clickup, it will make a copy of the information in a Google Sheet?
  3. How to create a Zap that, when you create a task on clickup, it will remind you through Google Calendar and will only stop once the task is marked as completed on Clickup?

 

I need urgent help! Thank you. 

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1 reply

Userlevel 7
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Hi there @Rwn. Welcome to the Community! 😁

I’m so sorry we didn’t see your post here sooner! Were you since able to get the desired workflows set up?

If not, here’s what I’d suggest for each:

1. How to create a Zap that sends an email using Gmail. The recipient is from your email field on a newly created task inside a list, folder, and space on your clickup?

In order to set the recipient to be the email address that’s added to the email field on the ClickUp task you’d need to map the Email field from the ClickUp trigger to the To field on the Gmail action that sends the email. We have a Zap template for this sort of workflow that you can use to get you started on this: Send Gmail emails for new ClickUp tasks

2. How to create a Zap so that when a new task is created on a clickup, it will make a copy of the information in a Google Sheet?

Are you wanting to copy the information in a specific row of the Google Sheet to the new task that’s added? If yes, then you’d need a Zap with the following trigger and actions:

  • Trigger: New Task (ClickUp) - runs when a new task is created in ClickUp.
  • Action: Lookup Spreadsheet Row (Google Sheets) - searches for the relevant spreadsheet row based on information mapped from the ClickUp trigger.
  • Action: Update Task (ClickUp) - updates the task that triggered the Zap with information mapped from the Google Sheets search action.
  • Action: Send Email (Gmail) - sends email to email address included in the Email field on the ClickUp trigger. 

 

3. How to create a Zap that, when you create a task on clickup, it will remind you through Google Calendar and will only stop once the task is marked as completed on Clickup?

 

You could potentially add a Create Detailed Event (Google Calendar) action, to the Zap outlined above, to add an event to your Google Calendar for the day the task is due.  

Next you’d need to create Zaps to send out the reminders. Rather than creating a recurring event I’d recommend setting up a single event and then create multiple reminder Zaps to send out reminders at different intervals before the event. For example if you wanted to sent your self and email reminder 3 days and 1 day before the task is due you’d set up the following Zaps:

Zap 1 - 3 day reminder:

  • Trigger: Event Start (Google Calendar) - set to run 3 days before the start of the event.
  • Action: Send Email (Gmail) - sends email to let you know that the task is due in 3 days.

Zap 1 - 1 day reminder:

  • Trigger: Event Start (Google Calendar) - set to run 1 days before the start of the event.
  • Action: Send Email (Gmail) - sends email to let you know that the task is due in 1 days.


To stop the reminders after the task is completed you’d want to have another Zap with the following triggers and actions:

  • Trigger: Task Changes (ClickUp) - runs when a task’s is status updated in ClickUp.
  • Action: Only continue if (Filter by Zapier) - checks to see if the status has been set as “complete”.
  • Action: Find Event (Google Calendar) - searches for the relevant reminder event.
  • Action: Delete Event (Google Calendar) - deletes the event that was found by the previous action. 


Hope that helps to get you pointed in the right direction. If I’ve misunderstood or you run into any trouble on that do let us know!