How to automatically update a specific task in ClickUp whenever a Pipedrive deal stage changes

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 setup this playbook, click "Add trigger" and then select "Deal stage changed" under Pipedrive. Then, select the deal stage and pipeline you're interested in. This will allow your playbook to automatically detect the stage changes in Pipedrive deal and initiate necessary actions.

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

Integrate the ClickUp automation into your playbook to ensure the prompt update of task whenever a deal stage changes in Pipedrive.

Click the "Add step" button, then locate the "Find task" to identify which task to be updated. Then, select the "Update 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.

Activating your playbook is the final step to automate updating the task in ClickUp. Once turned on, it will respond whenever a deal stage changes in Pipedrive by updating the specified 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.