How to sync new ClickUp tasks to Retable

Every playbook starts with a trigger. The trigger detects changes in your connected apps and responds to your playbook. Click "Add trigger" and select "Task created" under ClickUp. Then, select the most important lists. If this is your first time using a ClickUp integration in Relay, you'll be prompted to connect your ClickUp account. Every time a task is created in ClickUp, your playbook will run automatically.

Now, you can add a new row in Retable. Add a further step and select "Add row" from the list of Retable automations. Connect Retable to Relay if you haven't already, then fill out the details like the table and values. You can reference fields from ClickUp to pass along the correct data automatically.

When you are done with the playbook, it's time to turn it on. The playbook will now run automatically whenever a task is created in ClickUp. You can also click "Check now" to manually check whenever you'd like.