Teams use Jotform to take in requests, briefs and onboarding answers, and ClickUp to do the work. FlowMattic connects the two from your WordPress site: each submission becomes a task, a list for a new client or a comment on a job already in progress, filed in the right place with the answers attached.
29 triggers 25 actions 6 example workflows 1 ready-made template Unlimited runs
When this happens in Jotform1 trigger
Do this in ClickUp25 actions
1. TriggerNew Form Submission2. ActionCreate TaskWhen Jotform fires New Form Submission, FlowMattic runs Create Task in ClickUp with the data from that event.
You build this in the FlowMattic workflow builder on your own site. See the setup steps
Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.
Ready-made templateService, design or IT request forms land on the team's list as tasks with the requester's answers in the description, so nobody copies details out of an email notification.
New Form SubmissionCreate Task
View the template Agencies send new clients an onboarding form. The answers create a ClickUp list named after the client and a first kickoff task, so the project space exists before the first call.
New Form SubmissionCreate ListCreate Task
A Router reads the department or request type the person picked and creates the task in that team's list, so marketing, IT and finance each see only their own work.
New Form SubmissionRouterCreate Task
For new starter or equipment forms, the task gets a checklist with one item per thing requested, such as laptop, email account and access card, so progress is visible at a glance.
New Form SubmissionCreate TaskCreate ChecklistCreate Checklist Item
When one submission asks for several deliverables, an Iterator loops over them and creates a subtask for each under the main task, so each piece can be assigned separately.
New Form SubmissionCreate TaskIteratorCreate Sub Task
Send clients a sign-off form with the task ID in a hidden field. Their approval or change request is posted as a comment on that task, where the designer will see it.
New Form SubmissionGet Task by Task IDPost Task Comment
By the last step, every new submission on your form creates a task in the ClickUp list you choose.
Add both accounts under Connects in FlowMattic.
Start with the Jotform New Form Submission trigger, choose your form and submit a test entry so the answers are captured.
Add a ClickUp step with Create Task, choose the space, folder and list, then map the answers into the task name and description.
Test the step, open the new task in ClickUp to check it, then switch the workflow on.
1. Trigger in Jotform
New Form Submission
2. Action in ClickUp
Create Task
Fields mapped from the earlier steps (a typical setup)
| From Jotform | To ClickUp |
|---|---|
| Request title | Task name |
| Details answer | Task description |
| Requester email | Task description |
| Needed by date | Due date |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
Jotform and ClickUp connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
Each submission becomes a task, list, checklist or comment in ClickUp, so the request is tracked where the work happens.
Runs are unlimited on every plan, so a team that takes hundreds of requests a week pays nothing extra.
Workflows run on your own WordPress server, so answers move from Jotform to ClickUp without an outside automation service in between.
It turns Jotform submissions into ClickUp work: new tasks, lists for new clients, checklists, subtasks or comments on existing tasks. You choose the list and map the answers on the FlowMattic workflow builder.
Yes. Use a Router on the answer, such as region or service, and give each path its own Create Task step set up for the right list and assignee.
Jotform passes uploaded files as links. Put those links in the task description so the team can open them from the task.
ClickUp triggers such as Task Status Updated can start a separate workflow, for example sending an Email (SMTP) message to the requester's address stored in the task.
Testing the Create Task step creates a task in the list you picked, so use a test list while you set things up and switch to the real list before going live.
Did not find your answer? You can browse the help center or ask us directly.
ClickUp and Slack28 shared templates
ClickUp and Fluent Forms18 shared templates
ClickUp and AI Agents11 shared templates
ClickUp and Google Sheets6 shared templates
ClickUp and Discord5 shared templates
ClickUp and Google Calendar4 shared templates
ClickUp and FluentCRM4 shared templates
ClickUp and Google Drive4 shared templatesInstall FlowMattic, connect both accounts and import a template. Every run stays on your own server.
30-day money-back guarantee Unlimited workflows and runs Self-hosted
Reviewed 23 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Jotform integration 1.0, ClickUp integration 1.1.1.
