- How to share Google Forms when ClickUp tasks change status
- 1. Add the ClickUp "Task status changed" trigger
- 2. Add the Google Forms "Share form" automation
- 3. Turn on the playbook
- Learn more about integrating with Google Forms and ClickUp
- Related blog posts
- More how-to guides featuring Google Forms and ClickUp
How to share Google Forms when ClickUp tasks change status
Add the ClickUp "Task status changed" trigger
Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.
Click "Add trigger" and select "Task status changed" under ClickUp. Then, select the relevant details. This trigger will automatically detect all the task status changes in ClickUp to share the specific Google Forms.
If this is your first time using a ClickUp integration in Relay.app, you'll be prompted to connect your ClickUp account.
Add the Google Forms "Share form" automation
Integrate the Google Forms automation into your playbook to ensure the specific Google Forms is promptly shared for every task status change in ClickUp. Add a new step and select "Share form" from the list of Google Forms automations.
Connect Google Forms to Relay.app if you haven't already, then fill out the mandatory and relevant details. You can reference fields from ClickUp to automatically pass along the right data.
Turn on the playbook
Activating your playbook is the final step to automate sharing specific Google Forms for every task status change in ClickUp. Once turned on, it will respond to every task status changed 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 sent correctly.