Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

  • Home
  • Get Help
  • How Do I
  • How to create a new subtask under a specific task in a specific folder that hasn't been created yet in ClickUp

I currently have a Zap set up that automatically creates a new folder in ClickUp whenever a deal is moved to the “Won” stage in Pipedrive.

 

Now, I’m trying to create a second Zap that would automatically create a subtask under that newly created folder once a related meeting in my Google Calendar ends.

 

The challenge I’m facing is that when I’m setting up the Zap, it only allows me to choose from existing folders and tasks — but in this case, the folder won’t exist yet at the time I’m building the Zap, since it’s only created once the deal is marked as “Won.”

 

Is there a way to set up the Zap so it dynamically identifies and places the subtask under the correct newly created folder, even though that folder doesn’t exist at the time of creating the Zap?

 

Is this kind of automation possible, and if so, could you guide me on how to set it up?

 

Thanks in advance for your help!

Hi ​@Justin Coats 

For the fields, use the h...] button to switch to ‘Custom’ mode, then map the ID of the field object from a previous Zap step using the n+] button to make the value dynamic.

Thanks Troy! I appreciate your quick response!

Do you know what I can do if I don’t have the task ID of the field object from the previous zap step? It only shows the ID for the team, space and Folder. If I click in the e+] button, it only gives me options from the google calendar, which is not what I’m looking for

 

​@Justin Coats 

Fields marked as required expect a valid value.

You would need to add more Zap steps to find the field values to populate from ClickUp.

Hey ​@Justin Coats, just checking in—how did you get on with Troy’s suggestion? Did adding a search action to find the necessary details from ClickUp do the trick? 

Let us know if you still need any help, want to make sure you’re all set! 🙂

Hi Sam,

 

I appreciate you reaching out!  I’m still figuring out how to add multiple steps if I only need one more to create this zap. Not sure how to add the searching action.

Thanks for getting back to me ​@Justin Coats!

To add a search action you’d want to click on the plus (+) icon in between the Google Calendar trigger and ClickUp action:

7b88d591b314b823fdae5669884c7ed4.png

Next you’d select the ClickUp app and select the search action you want from the list of those available actions. For example:

d1e1a71da5fa1711664074d2fb79d41a.png

That said, does the task you’re wanting to get the ID for need to be created once the event ends? If so, perhaps you could use a Create Task action or Create Subtask action to create the task which would supply the task ID that you could then select in the Update Custom Field Value action to update the custom field on the task that was just created. 

You mentioned about folders not existing yet. Is there another Zap that creates the folders and does that same Zap create the Google Calendar event? If so, then you could potentially store the folder ID on the Google event so that the Zap that triggers when the event ends is able to dynamically select the folder by taking the ID of the folder that’s stored in the events details. Do you think that could that be a viable option?

Looking forward to hearing from you!

Reply


Terms & Conditions