Seamless Integration of Clickup and JotForm#

This document provides a detailed walkthrough for integrating Clickup with JotForm using Clickup's efficient tools. The process includes selecting triggers, actions, and configuring settings for a successful connection. Follow these precise steps for a smooth integration experience.

Step 1#

<u>Greetings! In this tutorial, we will explore how to integrate Clickup with JotForm. Begin by clicking on "Create" and selecting "Zaps."</u>

Step 2#

Please wait for the content to load. Next, click on the "Trigger" option. In the search menu, select Clickup and choose the trigger event that best suits your requirements.

Step 3#

After choosing your trigger event, click "Continue," then select the appropriate workspace. Click "Continue" once more to allow the system to configure.

Step 4#

When the configuration is complete, click on "Test Trigger." Wait for the testing process to finish. Afterward, click "Skip Test" and then select "Continue."

Step 5#

Now, choose the specific app for this integration by selecting JotForm from the search results. Pick the desired action event and click "Continue." You will then select a specific form.

Step 6#

Click on the three dots, then select the "Custom" option. Ensure to click "Custom" again to proceed.

Step 7#

Clickup will suggest some results. Please wait, and then click on the particular result you need. Alternatively, you can assign an email address according to your preferences.

Step 8#

After setting everything up, click on "Continue." Then, click on "Test Step" followed by "Skip Test." Once the setup is complete, click "Publish."

Step 9#

A pop-up will appear confirming the integration. JotForm is now successfully integrated with Clickup. Thank you for utilizing Clickup's services.