How to automatically create a note in HubSpot for a newly created task in ClickUp

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

To setup this playbook, click "Add trigger" and then select "Task created" under ClickUp. Then, select the necessary details. 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 HubSpot automation into your playbook to ensure the prompt creation of a new note in HubSpot when a new task has been created in ClickUp.

Click the "Add step" button, then locate the "Create note" automation for HubSpot and input the mandatory and relevant details.

If your HubSpot 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 HubSpot account.

Activating your playbook is the final step to automate the creation of a new note in HubSpot. Once turned on, it will respond to each newly created task in ClickUp by creating a new note in HubSpot 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.