You can use our affiliate link to get started if you don’t already have one. We’ll need a Zapier account to create this. Let’s select the New Record trigger to start. We create a new record whenever we create a new client in our Airtable Form. However, we do see a New Record trigger, which is basically what we need. If we do a quick scan under their Triggers section, we can see there isn’t a trigger for a form being submitted. In this case, we’re concerned with Triggers because we know the automation we’re trying to design starts off and is triggered by Airtable. In other words, what can it watch for?Īctions mean, what can Zapier do with Airtable? Or what can it do to Airtable? Triggers mean what’s available in Zapier to kick off an automation. Triggers & Actions are the things we care about. The rest of the page contains information that will overwhelm us at this point. We generally want to scroll down to the Triggers & Actions section. Zapier creates Landing Pages (like these) for all the tools it connects with to show us all the different ways we could connect these two tools. Upon first glance of Zapier’s Airtable Integration on their website, it looks a bit intimidating: Set Up Zap in Zapier triggered by Airtable by going to this page: So how do we build out our automation? To watch this explanation in video format, watch the video at the top of this article at timestamp 06:41. We’ve done that already, and we’re ready to automate. Since this is an Automation tutorial, let’s assume we’ve graduated past manual labor. Check out 5 Reasons NOT to Automate Your Workflow if you want to learn more. We’ve already covered the Manual/Human Labor option in previous sections, which is the method we recommend to most people. Let’s move on to the last one: Automation (or Manual Labor) to Glue This All Together). We’ve now gathered 3/4 of our ingredients. To learn more about creating ClickUp Templates, check out How to Template Tasks in ClickUp | Use Automations to Standardize Your Process. Otherwise, it’s hardly worth automating it because it’s so simple. We’ll probably want to make it a bit more sophisticated. As it stands, this Template is pretty basic. Since we’ve saved this as a ClickUp Template, we can now use this Template to create new Lists. Ready to get started? Let’s dive in! To watch this explanation in video format, watch the video at the top of this article at timestamp 00:00. So if you’re not familiar with these tools, you can explore them and come back to this article later! We will not be focusing on explaining ClickUp or Airtable. Today we’ll be focusing on the integration between ClickUp and Airtable. In this article, we’ll demonstrate how to take a client intake form or database of some kind and automate the creation of a project plan inside ClickUp, using a third-party tool called Zapier.īefore we dive in, let’s get through some quick disclaimers! That gray area between the CRM-Sales Phase and the Doing-the-Work Phase is tricky and often leads to a ton of manual work for teams that don’t know a better way. Once they become clients, everything gets poured into ClickUp, and you’re ready to start. Before the project begins, you’re probably using a CRM, spreadsheet, or email to keep track of the relationship with a potential client. If you manage projects in ClickUp, you know there’s this “fuzzy” period at the start of the project where you have to set everything up. Project setup happens between Sales and Customer Onboarding Not a video person? No worries! We’ll cover all the main points in this article.
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