ClickUp

Create and update ClickUp tasks from Cognito Forms entries.

ClickUp is a work management platform for tasks, docs, chat, and dashboards that helps teams plan and deliver work in one place. Connecting to Cognito Forms turns submissions into ready‑to‑work tasks—mapping fields, assigning owners and dates, adding files, and posting comments as needed.

Turn each entry into a clear, actionable task—set assignees and due dates, include labels and files, and give teams instant visibility.

  • Reduce manual task entry
  • Speed intake to action
  • Keep priorities clear

Use this integration to:

  • Create tasks with assignee & due date
  • Update status, priority, and labels
  • Post comments and attach files

Use this integration when you

Use ClickUp to convert intake into tasks, triage IT tickets, collect creative brief details, and turn event signups into checklists your team can action.

Commonly used on:

How It Works

  1. Log in to Zapier
    1. Click Create Zap on your dashboard
  2. Set Cognito Forms as the trigger
    1. Choose New Entry (or Entry Updated) and pick your form
  3. Add ClickUp as the action
    1. Select Create Task (or Update Task) and connect ClickUp
  4. Map fields
    1. Assign form fields to task fields, labels, priority, and file attachments
  5. Test the Zap
    1. Submit a sample entry and verify task details in ClickUp
  6. Activate
    1. Turn the Zap On for live task creation and updates

Still need help? Check out our Zapier support article.
Project Management