For growing teams, managing tasks across multiple platforms can be a real headache. If you're using Notion for planning and ClickUp for task management, you might find yourself wishing the two could work together seamlessly. Maybe you've searched through the settings of each app, finding in dismay that there isn't any function to connect the two services.
Luckily, with the help of IFTTT (If This Then That), you can easily automate the process of creating a task in ClickUp whenever a new task is added in Notion. This automation can simplify your content management workflow, eliminate errors, and free up more time for you to focus on other more important endeavors.
This article will guide you through setting up this integration step-by-step with IFTTT. Best of all, our integrations are free and only take a couple of minutes to set up. So read on to see how IFTTT can work magic on the way you go about daily business.
What is ClickUp and Notion?
Before diving into the setup process, let’s briefly go over what ClickUp and Notion are and why integrating them can be beneficial for your workflow.
These two tools are commonly used by teams to tackle both project planning and execution. ClickUp and Notion are the peanut butter and jelly to an ultimate productivity sandwich, and when integrated, can be a game changer.
ClickUp is a powerful project management tool designed to help teams organize tasks, track progress, and collaborate efficiently. It offers features like task automation, time tracking, and customizable workflows to streamline productivity. Users can take advantage of color coding and reminders to know exactly what tasks should be done in a certain time frame.
Notion, on the other hand, is a flexible all-in-one workspace that combines note-taking, databases, and project planning. Many teams use Notion to outline ideas, store knowledge, and plan projects before executing them in a dedicated task management tool like ClickUp.
By linking Notion and ClickUp with IFTTT, you can automatically create actionable tasks in ClickUp whenever new tasks are added to Notion. This ensures nothing falls through the cracks, reducing manual data entry and keeping your workflow seamless.
Next, let’s see how exactly you can create this automation with IFTTT.
What is IFTTT?
IFTTT, available as both a free web-based service and mobile app, works by creating connections between over 1000 popular apps and services, allowing them to work together seamlessly. This includes Google Sheets, meaning it only takes a few clicks to revolutionize the way you deal with those pesky spreadsheets.
The basic idea behind IFTTT is to create "Applets" or sets of instructions that trigger when certain conditions are met. This can be turning on the lights automatically when you enter your house, for example.
Founded in 2010, IFTTT has since been used by over 30 million individuals around the globe to automate both business and home tasks, saving time and increasing efficiency. Our guarantee is that IFTTT can help make a variety of products and services work well together in a way that instills user confidence. Best of all, it's free and only takes a couple of minutes to set up.
Preparing Notion and ClickUp for integration
Before setting up the IFTTT applet, ensure you have accounts with both Notion and ClickUp. Also, make sure you have the necessary permissions to create tasks on these platforms.
Notion setup
Open your Notion workspace.
Decide on the page or database where tasks will be created.
Ensure that this page or database is shared with your IFTTT account.
ClickUp setup
Open ClickUp and navigate to the workspace where you want tasks to be created. Verify that you have permission to create tasks in the chosen workspace or list.
Also, you'll want to have an IFTTT account. If you don't have one yet, follow these simple steps to create an account:
Visit the https://ifttt.com/.
Click on "Sign Up".
Fill out your details or use your Google or Facebook account for quick registration.
Once signed up, you'll be directed to the IFTTT dashboard.
Below are two pre-made Applets that connect ClickUp to Notion. Enable one to get started!
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Automatically create a task in ClickUp when a Notion task is created
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When a task is created in ClickUp, automatically create a task in a Notion To-Do list
Enabling an IFTTT Applet
With IFTTT, you have two options. You can browse our library of millions of user-made Applets or create your own in just a few minutes with our Applet builder. We encourage users to check out what the community has already set up because oftentimes your perfect automation idea is already a reality! Keep your eyes peeled for our small Applet cubes throughout the article, which you can click on to get started.
Enabling Applets requires a free IFTTT account, so make sure to sign up or log in if prompted. Below are the most popular ClickUp and Notion Applets. Just click to enable ones you feel are perfect for your workflow.
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Create ClickUp tasks from new iOS Reminders (& Siri)
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Add new Google Tasks items to ClickUp
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If a task is assigned to me in Asana add it as a To-Do in Notion
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Add new Google Calendar events to my Notion to-do list
Creating your own IFTTT Applet
You can also create your own custom Applets. Now that your accounts are ready, it's easy to use our DIY Applet creation flow to create a personal Applet.
For this guide, we'll assume you want to connect Notion as the trigger and ClickUp as the action. This means that when an event occurs in Notion, some action will be executed in ClickUp. Most users will find this flow to be the most helpful, but it can always be reversed (simply set ClickUp as the trigger and Notion as the action.)
1. Start a new Applet: On the IFTTT dashboard, click on "Create" to start a new applet.
2. Choose a trigger: Click on the "+this" part of the applet. Search for "Notion" and select it as the service. Choose the trigger "New Database Item", which will prompt the applet to run whenever a new task is added in Notion.
3. Connect Notion to IFTTT: Authorize IFTTT to access your Notion account (IFTTT never shares or sells your data). Select the database you prepared earlier.
4. Set up the action: Click on the "+that" part of the applet. Search for "ClickUp" and select it as the service. Choose the action "Create Task", which will create a task in ClickUp when triggered.
5. Connect ClickUp to IFTTT: Authorize IFTTT to access your ClickUp account. Select the workspace and list where you want new tasks to appear.
6. Configure task details: Customize the task details such as task name, description, and priority using ingredients from the Notion task.
7. Review and finish: Review your applet settings and click "Finish" to activate it.
And just like that, you've set up your first Applet with ClickUp and Notion. If you run into any trouble, do not hesitate to visit our support page here.
Conclusion
We hope this article has given you insight into how to successfully create automation between Notion and ClickUp. By following our example, every time a new task is added to Notion, it will seamlessly appear in ClickUp, ensuring that your workflow remains smooth and efficient. This integration eliminates the need for manual data entry, reducing errors and saving valuable time. However, there are millions of other Applet configurations to make sure your needs are met. Just play around with the Applet builder and see what works for you!
Whether you're managing a small team or handling complex projects, automation like this allows you to focus on what truly matters—getting things done.
If you ever need to tweak your automation or explore more integrations, IFTTT offers countless possibilities to further streamline your productivity. Happy automating!