How to automatically add new projects in Pipedrive whenever a new ClickUp task is created

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To set up this playbook, click "Add trigger" and then select "Task created" under ClickUp. Then, select the list. This will allow your playbook to automatically detect the newly created task in ClickUp and initiate necessary actions.

If this is your first time using a ClickUp integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Pipedrive automation into your playbook to ensure the prompt addition of a new project in Pipedrive when a new task is created in ClickUp.

Click the "Add step" button, then locate the "Add project" automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Pipedrive account.

Activating your playbook is the final step to automate the addition of a new project in Pipedrive. Once turned on, it will respond when a new task is created in ClickUp by adding a new project in Pipedrive without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.