Create a ClickUp onboarding task when a PeopleForce applicant accepts an offer
When an applicant accepts an offer in PeopleForce, FlowMattic creates a task in ClickUp with the new hire’s details, so onboarding starts from a task your team can assign and track.
PeopleForce
ClickUp2 steps Setup ~5 min Used on 1.2k sites Productivity Free to import
What this workflow does
An accepted offer is the point where HR hands a person over to the people who prepare their first day: equipment, accounts, a desk, an introduction. If that hand-off happens by message or memory, it slips. This workflow turns each accepted offer in PeopleForce into a ClickUp task.
The PeopleForce trigger fires when an applicant's offer is accepted. FlowMattic receives that applicant's data and passes it to ClickUp, where the Create Task step adds a new task in the list you choose. You write the task name and description and map in values from PeopleForce, for example the applicant's name and the role they accepted.
One accepted offer creates one task. The template doesn't add subtasks or checklists, so put your onboarding steps in the task description or in a ClickUp template you apply afterwards. Task History keeps a record of each run and what ClickUp returned.
IT setup for new starters
Create the task in your IT team's ClickUp list, named after the new hire, so laptops and logins are ready before the start date.
Onboarding board for a small HR team
Every accepted offer lands as a task on one onboarding list, which becomes the running view of who is joining and what still needs doing.
Hiring manager hand-off
Put the role and applicant name in the task so the hiring manager can pick it up and plan the person's first week.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
PeopleForce Applicant Offer AcceptedFires when an applicant's offer is accepted in PeopleForce. Accept a test offer, or wait for a real one, so FlowMattic captures the applicant fields you can map.
- ClickUp Create Task
Adds the onboarding task to whichever ClickUp list you select. Write the task name and description, and map in the applicant's details from the PeopleForce step.
What you need
- FlowMatticCore
- PeopleForce 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.
- Add a Delay after the trigger if you would rather the task appear closer to the start date than on the day the offer is accepted.
- Use a Router with one route per department, each with its own ClickUp Create Task step, so an engineering hire and a sales hire land in different lists.
- Write your standard onboarding checklist into the task description, with the applicant's name mapped at the top, so each new task carries the same steps.
Questions about this workflow
Does this create a PeopleForce employee record too?
No. The workflow only reads the accepted offer and creates a ClickUp task. Anything that happens inside PeopleForce stays as you have it set up there.
Will the new ClickUp onboarding task have an assignee when it is created?
That depends on what the Create Task step offers once you connect ClickUp. Open the step after import and look at its options, since no assignee is configured in the imported copy.
Which PeopleForce applicant details can go into the ClickUp task?
Whatever PeopleForce sends with the accepted-offer event. Capture one event after import, and the fields appear for mapping in the task name and description.
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Import this workflow into your WordPress site
Download the JSON, import it from the Workflows screen and connect your accounts. Every run stays on your server, with no per-task fees.
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