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Hello!

I’m building a flow that creates a few internal structures when a new client request comes in. My issue is when I create a new list in ClickUp, it is not being placed in a folder, but in the space.

 

The account managers populate a form where they select:

  • Client name (from a dropdown)
  • Project short title

I then have an automation that stores these two details plus an ID that gets used internally. For example, in a google drive I’m creating a new folder for this job that has this structure:

 

ID + client name + project short title.

 

For example, let’s imagine that I have GOOGLE and APPLE as clients. These are two examples of job names that the system can generate:

 

987 GOOGLE New wireless glass of water

988 APPLE Updated spider gadget

 

In ClickUp, I have a space with folders. The folder names are exactly the same as the client names from the initial dropdown, so in this example I have a folder named GOOGLE and a folder named APPLE.

 

I want to create a new list that has the full job name, inside the folder that has the client name. So I want to place list “987 GOOGLE New wireless glass of water” inside the GOOGLE folder in ClickUp. And I want to place the list “988 APPLE Updated spider gadget” in the APPLE folder in ClickUp.

 

I’ve tried passing the “Folder” name:

  1.  from the first step (the form)
  2.  from the next one (the spreadsheet)
  3. transforming the field from the spreadsheet into text (redundant) but to make sure it is text

The new list never gets placed into the client folder, but gets dropped in the main space.

 

Any ideas what else I could try? Thanks!

Hi ​@aBeran,

 

Welcome to the Community.

 

Double-check your automation settings to troubleshoot issues with automating list placement in ClickUp and ensure they are correctly configured. Verify that folder names in ClickUp exactly match the client names from your dropdown, as discrepancies can cause placement issues. Also, ensure the data types for client names are consistent across your form, spreadsheet, and ClickUp. If problems persist, contact ClickUp support for further assistance.

 

Let us know if you have any further inquiries. Thank you

Hi ​@JammerS !

 

I’ve created a separate workspace and just 3 clients to test the implementation, so the names in ClickUp match the names in the dropdown exactly. 

I’ve tried passing it in different ways, but I suspect the ClickUp integration does not accept names of folders as plain text.

Thanks

 

Hi ​@aBeran,

 

Your suspicion is correct. In ClickUp, when selecting a folder or list for a task, you can't use the folder name or list as plain text. Instead, ClickUp uses unique IDs to identify folders, lists, and tasks. To set this up in Zapier, locate the Folder ID from the URL in ClickUp, use a "Lookup Table" to map folder names to IDs, or leverage ClickUp's API to retrieve the ID dynamically. Replace the folder name with its ID in your Zap setup to ensure proper functionality.

 

Let us know if this helps you solve your issue with your Zap.

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