In this how-to guide

How to create a new ClickUp task when a new product is added in Pipedrive
1. Create your playbook and set the Pipedrive trigger as "New product added"
2. Add the "Create task" in ClickUp automation
3. Activate your Relay.app playbook
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How to create a new ClickUp task when a new product is added in Pipedrive

How to create a new ClickUp task when a new product is added in Pipedrive

Relay.app is an automation tool that lets you automate actions across Pipedrive, ClickUp, and many other apps. In this guide, we'll show you how to automatically run the “create task” action in ClickUp for each product added in Pipedrive using Relay.app.

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Pipedrive > ClickUp

Trigger

Last triggered

Product added

Create task

1

Create your playbook and set the Pipedrive trigger as "New product added"

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 set up this playbook, click "Add trigger" and then select "New product added" under Pipedrive. Then, select the necessary details. This will allow your playbook to automatically detect the newly added product in Pipedrive 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.

2

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 whenever a new product is added in Pipedrive.

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.

3

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 whenever a new product is added in Pipedrive 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.

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