← Jotform + ClickUp integrations

Create Task with ClickUp API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API
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Create Task with the ClickUp API
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Getting Started

This integration creates a workflow with a Jotform trigger and ClickUp action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Submission (Instant) trigger
    1. Connect your Jotform account
    2. Optional- Select a Team
    3. Select a Form
  3. Configure the Create Task action
    1. Connect your ClickUp account
    2. Select a Workspace
    3. Optional- Select a Space
    4. Optional- Select a Folder
    5. Select a List
    6. Configure Name
    7. Optional- Configure Description
    8. Optional- Configure Markdown Description
    9. Optional- Select a Priority
    10. Optional- Select one or more Assignees
    11. Optional- Select one or more Tags
    12. Optional- Select a Status
    13. Optional- Select a Parent Task
    14. Optional- Configure Due Date
    15. Optional- Configure Due Date Time
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Emit new event when a form is submitted
Version:0.1.5
Key:jotform-new-submission

Jotform Overview

Jotform’s API is a powerhouse for automating form and survey data management. With Pipedream, harness this API to trigger workflows from new form submissions, manipulate and analyze your form data, and sync it across various platforms. Think streamlined data entry to CRMs, instant notifications for new leads or feedback, and timely data backups to cloud storage.

Trigger Code

import jotform from "../../jotform.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "jotform-new-submission",
  name: "New Submission (Instant)",
  description: "Emit new event when a form is submitted",
  version: "0.1.5",
  type: "source",
  dedupe: "unique",
  props: {
    jotform,
    http: "$.interface.http",
    teamId: {
      propDefinition: [
        jotform,
        "teamId",
      ],
    },
    formId: {
      propDefinition: [
        jotform,
        "formId",
        (c) => ({
          teamId: c.teamId,
          excludeDeleted: true,
        }),
      ],
    },
  },
  hooks: {
    async deploy() {
      const { content: form } = await this.jotform.getForm(this.formId, this.teamId);
      const { content: submissions } = await this.jotform.getFormSubmissions({
        formId: this.formId,
        teamId: this.teamId,
        params: {
          limit: 25,
          orderby: "created_at",
        },
      });
      for (let submission of submissions.reverse()) {
        const meta = {
          id: submission.id,
          summary: form.title,
          ts: Date.now(),
        };
        this.$emit(submission, meta);
      }
    },
    async activate() {
      return (await this.jotform.createHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
        teamId: this.teamId,
      }));
    },
    async deactivate() {
      return (await this.jotform.deleteHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
        teamId: this.teamId,
      }));
    },
  },
  async run(event) {
    const { body } = event;
    let { content: submission } = await this.jotform.getFormSubmission({
      submissionId: body.submissionID,
      teamId: this.teamId,
    });

    // insert answers from the webhook event
    const rawRequest = JSON.parse(body.rawRequest);
    for (const key of Object.keys(rawRequest)) {
      const regex = /^q(\d+)_/;
      const match = key.match(regex);
      if (match && match[1]) {
        submission.answers[match[1]].answer = rawRequest[key];
      }
    }

    this.$emit(submission, {
      summary: body.formTitle || JSON.stringify(body),
      id: body.submissionID,
      ts: Date.now(),
    });
  },
  sampleEmit,
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
JotformjotformappThis component uses the Jotform app.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
TeamteamIdstringSelect a value from the drop down menu.
FormformIdstringSelect a value from the drop down menu.

Trigger Authentication

Jotform uses API keys for authentication. When you connect your Jotform account, Pipedream securely stores the keys so you can easily authenticate to Jotform APIs in both code and no-code steps.

About Jotform

Jotform enables you to create online forms, collect responses directly in your email, and create fillable PDF forms.

Action

Description:Creates a new task. See the docs [here](https://clickup.com/api) in **Tasks / Create Task** section.
Version:0.0.12
Key:clickup-create-task

ClickUp Overview

The ClickUp API on Pipedream allows you to automate tasks, sync data across various platforms, and construct custom workflows to streamline project management. By leveraging the API, you can create tasks, update statuses, and manipulate lists or spaces programmatically. Whether you're looking to integrate ClickUp with your CRM, coordinate cross-functional teams, or just manage notifications, Pipedream's serverless platform lets you build scalable, event-driven processes with minimal fuss.

Action Code

import clickup from "../../clickup.app.mjs";
import common from "../common/list-props.mjs";
import constants from "../common/constants.mjs";

export default {
  key: "clickup-create-task",
  name: "Create Task",
  description: "Creates a new task. See the docs [here](https://clickup.com/api) in **Tasks / Create Task** section.",
  version: "0.0.12",
  type: "action",
  props: {
    ...common.props,
    name: {
      label: "Name",
      type: "string",
      description: "The name of task",
    },
    description: {
      label: "Description",
      type: "string",
      description: "The description of task",
      optional: true,
    },
    markdownDescription: {
      label: "Markdown Description",
      type: "string",
      description: "The description of task with markdown formatting",
      optional: true,
    },
    priority: {
      propDefinition: [
        clickup,
        "priorities",
      ],
      optional: true,
    },
    assignees: {
      propDefinition: [
        clickup,
        "assignees",
        (c) => ({
          workspaceId: c.workspaceId,
        }),
      ],
      optional: true,
    },
    tags: {
      propDefinition: [
        clickup,
        "tags",
        (c) => ({
          spaceId: c.spaceId,
        }),
      ],
      optional: true,
    },
    status: {
      propDefinition: [
        clickup,
        "statuses",
        (c) => ({
          listId: c.listId,
        }),
      ],
      optional: true,
    },
    parent: {
      label: "Parent Task",
      propDefinition: [
        clickup,
        "tasks",
        (c) => ({
          listId: c.listId,
        }),
      ],
      optional: true,
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "Due date of the task in [ISO 8601 format](https://en.wikipedia.org/wiki/ISO_8601). e.g. `2023-05-13T23:45:44Z`",
      optional: true,
    },
    dueDateTime: {
      type: "boolean",
      label: "Due Date Time",
      description: "If set `true`, due date will be given with time. If not it will only be the closest date",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      listId,
      name,
      description,
      markdownDescription,
      priority,
      assignees,
      tags,
      status,
      parent,
      dueDate,
      dueDateTime: due_date_time,
    } = this;
    const due_date = (new Date(dueDate)).getTime();

    const response = await this.clickup.createTask({
      $,
      listId,
      data: {
        name,
        description,
        markdown_description: markdownDescription,
        priority: constants.PRIORITIES[priority] || constants.PRIORITIES["Normal"],
        assignees,
        tags,
        status,
        parent,
        due_date,
        due_date_time,
      },
    });

    $.export("$summary", "Successfully created task");

    return response;
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
ClickUpclickupappThis component uses the ClickUp app.
WorkspaceworkspaceIdstringSelect a value from the drop down menu.
SpacespaceIdstringSelect a value from the drop down menu.
FolderfolderIdstringSelect a value from the drop down menu.
ListlistIdstringSelect a value from the drop down menu.
Namenamestring

The name of task

Descriptiondescriptionstring

The description of task

Markdown DescriptionmarkdownDescriptionstring

The description of task with markdown formatting

PriorityprioritystringSelect a value from the drop down menu:UrgentHighNormalLow
Assigneesassigneesstring[]Select a value from the drop down menu.
Tagstagsstring[]Select a value from the drop down menu.
StatusstatusstringSelect a value from the drop down menu.
Parent TaskparentstringSelect a value from the drop down menu.
Due DatedueDatestring

Due date of the task in ISO 8601 format. e.g. 2023-05-13T23:45:44Z

Due Date TimedueDateTimeboolean

If set true, due date will be given with time. If not it will only be the closest date

Action Authentication

ClickUp uses OAuth authentication. When you connect your ClickUp account, Pipedream will open a popup window where you can sign into ClickUp and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any ClickUp API.

Pipedream requests the following authorization scopes when you connect your account:

About ClickUp

ClickUp is an all-in-one productivity platform that works as an ideal place for teams to come together, brainstorm, plan, and collaborate on everything from process docs to product designs.

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