How to create Zapier automation

Creating Zapier automation

Creating a Zapier automation is pretty simple, but the steps for creating it vary depending on the result you want to achieve As an example, automation of sending messages to a Slack channel upon creation of a task tagged 'support' in ClickUp will be used. 1. Log in to Zapier (https://zapier.com/app/dashboard) using credentials from 1P (name: Zapier Cloud Nine) 2. Using menu on left go to "Zaps" 3. Go to personal folder called "Clickup support tasks to Slack messages" 4. Click "➕ Create" and select "New Zap". 5. Name your automation in upper left corner 6. Click on "1. Trigger" to select new trigger 7. Choose "ClickUp" 8. Select event on which you want to trigger this automation - in this case "New Task" 9. In second tab select an accout that you want to use for ClickUp connection (there is one selected by default, you cant leave it as it is) 10. In "Trigger" tab Select which Workspace/Space/Project/Folder/List should be watched for new task. 11. Go to "Test" Tab and click "Test trigger" to check if Zapier can fetch data from Clickup. 12. Select one of fetched tasks to use their data for test purposes in next steps and click "Continue with selected record" 13. Add new action "Filter by Zapier" 14. In "Only continue if..." section: a) click on "Choose field..." and select "Task Tags", b) click on "Choose condition..." and select "Contains" or "Exactly matches". I usually use "Contains" because it is not case-sensitive. "Exactly matches" is case sensitive. More info c) click on "Enter text or insert data..." and enter "support" 15. Click "Continue", to run task that will test conditions that you provided on ClickUp task data that was selected before. As a result you will have an information if condition matches selected task or not. After that click "Continue" again. 16. Add new action - "Slack". 17. Click on "Choose an event..." and select "Send Channel Message" 18. Go to "Account" tab and select which account should be used for that action. 19. Go "Action" tab and: a) Select Channel that you want to send the message to. If you can't find specific channel you can switch to "Custom" tab in this channel selector and provide an channel id More info b) Enter message text that you want to send. c) If you want to, then fill other fields based on their description :) 20. Click "Continue" and perform test using "Test step" button if you want to, otherwise click "Skip test" 21. Click "Publish" to publish and turn on created automation. 22. Well done! You've created new automation :)

Tips

  1. You can insert data from previous steps using a selector that appears after clicking on a field, that can contain this data. Use that to put some dynamic values for example to slack messages (project name, task name, etc.)
  2. Every step that you created can be named. Try to describe them in its name to make sure everyone can see what it is doing without going to step details.
  3. If you want to create similar automation to existing one, then instead of creating new you can duplicate previously created automation by clicking on right arrow on selected automation and selecting "duplicate" option.