How to create new ClickUp tasks from new SmartSuite records

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 record added" under SmartSuite. Then, select details like the table. This will allow your playbook to automatically detect the newly added record in SmartSuite and initiate necessary actions.

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

Integrate the ClickUp automation into your playbook to ensure the prompt creation of a new ClickUp task when a new record has been added in SmartSuite.

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.

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 record in SmartSuite 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.