- How to automatically create a task in ClickUp for a newly added project in Asana
- 1. Set the Asana trigger as "New project added"
- 2. Add the "Create task" in ClickUp automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Asana and ClickUp
- Related blog posts
- More how-to guides featuring Asana and ClickUp
How to automatically create a task in ClickUp for a newly added project in Asana
Set the Asana trigger as "New project added"
Every playbook starts with a 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 "New project added" under Asana. This will allow your playbook to automatically detect each newly added project in Asana and initiate necessary actions.
If this is your first time using an Asana integration in Relay.app, a prompt will guide you through the connection process.
Add the "Create task" in ClickUp automation
Integrate the ClickUp automation into your playbook to ensure the prompt creation of a new task in ClickUp when a new project has been added in Asana.
Click the "Add step" button, then locate the "Create task" automation for ClickUp and input the mandatory and relevant details.
If your ClickUp 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 ClickUp account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new task in ClickUp. Once turned on, it will respond to each newly added project in Asana by creating a new task in ClickUp 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.