How to automatically link new ClickUp tasks to Airtable records
Set the ClickUp trigger as “Task created”
Add the ClickUp trigger to initiate your playbook's actions when a task is created.
To do this, click "Add trigger" in your playbook. Select the "Task created" trigger option from the dropdown menu under ClickUp. It will enable your playbook to automatically identify newly created tasks and trigger necessary actions.
If you still need to connect your ClickUp account to Relay.app, a prompt will guide you through the connection process.
Add the “Add record” step in Airtable
Integrate the Airtable automation into your playbook to ensure the prompt addition of a new record to the table.
Click the "Add step" button, then locate the "Add record" automation for Airtable and input the relevant fields that you want to add.
If you still need to connect your Airtable account 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 Airtable account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically link new ClickUp tasks to Airtable records without requiring manual intervention.
To activate your playbook, click the toggle button in the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.
What will you automate?
