ClickUp

Google Forms to ClickUp: Create Tasks on Google Form submission

What is Form Director?

Form Director is a G Suite add-on that directs data submitted from Google Forms to applications like Google Docs, Forms, Sheets, Contacts, Calendar, Tasks, Email, Trello, Slack, QuickBooks etc.

Installation:

It is available in the Google workspace Marketplace.

Please check installation instructions to install the add-on.

What is ClickUp?

ClickUp lets you create rich-text Docs for your marketing plans, reports, strategies, and other files. You can store them all in one place within ClickUp and even attach them to tasks. You can also edit and collaborate with your team members in real-time, Google Docs style

Google Forms to ClickUp: Use Case(s)

> "Create Tasks" via ClickUp on Google Form Submission.

Google Forms

Create Task list on Form Submit

Form Director

ClickUp

Create Task List


  • Choose ClickUp from the list of apps.

  • Name your service.

  • Choose Create Task under services.

Configuring ClickUp

  • Click on Connect to ClickUp to authenticate with ClickUp app.

  • Select the Workspace.

  • Click on Connect Workspace.

  • Select the required team.

  • Select the space.

  • Select the required folder.

  • Select the required list.

Mapping

  • Click Setup Mapping and setup the mapping.


  • Mapping of form fields to that of app fields is to be done in order to create tasks on form submission.


  • Click on the add icon to add new mapping


  • Once you have done mapping you can save the service


  • Note : Mapping should be done between app field and form field of same type.


Notification

  • Notify your audience with success or error notifications.

  • Switch on Send Email to send email during execution.

Email Template

  • Send your own customized emails on form submission to your audience.


Attachment

  • Click Pick Drive Files to attach files to Email.


  • Add attachments from previous service results.

  • Select the required service result.

Finish setting up

  • Save service

You are all set to create task on your Google Form submission

Submit the Form

Submit the Google Form.

See the Task list created in ClickUp