How to Trigger ClickUp Task Updates from Gmail Emails via Zapier
To set up a Zap that triggers ClickUp task updates from Gmail emails, follow these steps:
- Click on the 'Create' button and select 'Zaps'.
- Search for 'Gmail' as the trigger app.
- Select the trigger event.
- Authorize Zapier to access your Gmail account and click 'Continue'.
- Specify search criteria, such as a sender, subject, or label.
- Test the connection to ensure Gmail is integrated correctly by clicking the 'Test trigger' button.
- Wait for the data and click 'Continue with selected record'.
- Select 'ClickUp' as the app for the action step.
- Choose the action event.
- Configure your event action in ClickUp and click 'Continue'.
- Once done, test the connection by clicking the 'Test step' button.
- Zapier will simulate the workflow to ensure it updates a ClickUp task correctly based on a sample email. Once the test is successful, click 'Publish'.
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