How to update a specific Pipedrive task whenever a task status changes in ClickUp

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 "Task status changed" under ClickUp. Then, select details like the list and new status. This will allow your playbook to automatically detect the newly changed task status in ClickUp and initiate necessary actions.

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

Integrate the Pipedrive automation into your playbook to ensure the prompt update of task whenever a task status is changed in ClickUp.

Click the "Add step" button, then locate the "Find task(s)" to identify which task to be updated. Then, select the "Update task" automation for Pipedrive and input the mandatory and relevant details.

If your Pipedrive 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 Pipedrive account.

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