When a Formester form submission is updated, create a ClickUp task to review the change

Each time a Formester form submission is updated, FlowMattic creates a ClickUp task in the list you choose, so someone on your team reviews the changed answers.

Formester

ClickUp

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2 steps Setup ~5 min Used on 2.7k sites Productivity Free to import

The When a Formester form submission is updated, create a ClickUp task to review the change workflow on the FlowMattic canvas, with 2 steps across Formester, ClickUp — The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

An edited form entry is easy to miss. Someone corrects their address, changes an order quantity or updates an application, and the new answers sit in Formester until somebody happens to look. This workflow turns every edit into a ClickUp task, so the change lands in the place your team already works through.

The Formester trigger is Form Submission Updated. FlowMattic describes it as firing when a form submission is updated, so brand-new submissions don't start a run; only changes to existing ones do. The submission's answers, as they stand after the edit, are passed to the next step.

The ClickUp step then opens a review task for the edited entry. It ships unmapped: after import you connect ClickUp, pick where the task goes, and build the task name and description from the Formester answers. A name like "Review updated entry" followed by the person's name keeps the list readable.

Every update is its own run, so a submission edited three times produces three tasks. The trigger data is the updated entry, not a comparison with the old one, so the task shows the new answers rather than what changed. Task History shows what Formester sent for each run.

Changed delivery details on an order form

A catering business takes orders through Formester and gets a ClickUp task whenever a customer edits their submission, so the kitchen checks the new date or headcount.

Updated job applications

A hiring team gets a review task in its recruiting list when a candidate updates their application form with a new CV link or availability.

Corrections to registration records

An event organiser assigns a task to the registrations lead whenever an attendee edits their sign-up, so badges and seating are kept accurate.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

Step 1Trigger
Formester Form Submission Updated
Fires when an existing Formester form submission is updated. The submission's current answers are passed on; new submissions are a separate event and don't trigger this workflow.
Step 2Action
ClickUp Create Task
Opens a fresh ClickUp task for the edit. The step ships unmapped: connect ClickUp, choose where the task goes, and map the Formester answers into the task name and description.

What you need

FlowMatticCore
Formester AccountAccount
ClickUp AccountAccount

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.

Make it yours

Changes worth making after you import it.

Put the submitter's name or email at the start of the ClickUp task name, so reviewers can see whose entry changed without opening the task.
Put a Filter between the Formester trigger and the ClickUp step if only certain forms or answers need a review. The field and value it checks are yours to set from a test run.
Add a ClickUp Create Comment step after the task step if you want a short note, such as the time of the edit, kept on the task as well.

Questions about this workflow

Does a new Formester submission create a ClickUp task too?

No. This workflow uses the Form Submission Updated trigger, so it only runs when an existing submission changes. Use a separate workflow on a new-submission trigger if you also want tasks for new entries.

Will the ClickUp task show what was changed?

It shows the answers you map from the updated entry. Run a test edit and check Task History to see exactly what Formester sends, including whether earlier values are part of it.

Can I assign the review task to a teammate in ClickUp?

You set up the Create Task step after import, so check which task details the step offers there and run a test to confirm the task looks right in ClickUp.