- How to automatically share Google Forms for every new ClickUp task
- 1. Set the ClickUp trigger as "Task created"
- 2. Add the "Share form" in Google Forms automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Google Forms and ClickUp
- Related blog posts
- More how-to guides featuring Google Forms and ClickUp
How to automatically share Google Forms for every new ClickUp task
Set the ClickUp trigger as "Task created"
Every playbook starts with a trigger. The trigger detects changes in your connected apps and initiates your playbook's actions.
Click "Add trigger" and select "Task created" under ClickUp automation. Then, select details like the list. This will allow your playbook to automatically detect new tasks created 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.
Add the "Share form" in Google Forms automation
Integrate the Google Forms automation into your playbook to ensure the specific Google Forms are promptly shared for each task created in ClickUp.
Click the "Add step" button, then locate the "Share form" automation for Google Forms and input the mandatory and relevant details.
If your Google Forms 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 Google Forms account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate sharing the specific Google Forms. Once turned on, it will respond to a new task created in ClickUp by sharing the specific Google Forms 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.