Create a ClickUp task when a new Worksection task is created
Each time someone creates a task in Worksection, this workflow creates a matching task in ClickUp, so a team working in ClickUp sees new work without logging in to Worksection.
Worksection
ClickUp2 steps Setup ~5 min Used on 416 sites Productivity Free to import
What this workflow does
When two teams plan in different tools, new work gets lost between them. An agency may run client projects in Worksection while its developers live in ClickUp. This workflow copies each new Worksection task into ClickUp as soon as it is created.
The Worksection trigger fires when a user creates a new task. FlowMattic passes the task data to ClickUp, where Create Task adds a task to the list you pick. You map the Worksection details, such as the task name, into the ClickUp task.
Worksection tasks are copied across once, at the moment they are created, and only in one direction. Later edits, completions or deletions in Worksection are not passed on, and changes in ClickUp do not go back. Every new Worksection task produces a ClickUp task, and each run is listed in Task History.
Agency handing work to developers
Account managers log client requests as Worksection tasks. Developers pick them up in their ClickUp list without needing a Worksection seat.
Moving to ClickUp gradually
A company switching tools keeps creating tasks in Worksection for a while. New ones appear in ClickUp so the team can start working there.
Contractor task feed
An outside contractor uses ClickUp. Tasks the project lead creates in Worksection are copied to the contractor's ClickUp list.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
Worksection Task CreatedRuns when a user creates a new task in Worksection. Its details travel on to ClickUp for mapping. Create a test task after import to see which fields you can map.
- ClickUp Create Task
Adds the Worksection task to whichever ClickUp list you select here. Map the Worksection details into it, and use a test run to confirm what lands where.
What you need
- FlowMatticCore
- Worksection 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 Filter after the trigger so only tasks from one Worksection project reach ClickUp, using the project field from a test run.
- Map the Worksection task link into the ClickUp task, if Worksection sends it, so people can jump back to the original.
- Worksection also has Task Completed and Task Edited triggers. Use them in separate workflows if you want those changes announced, for example in Slack.
Questions about this workflow
Do edits to the Worksection task update the ClickUp task?
No. The trigger is Task Created, and the ClickUp step only creates. Edits made afterwards in Worksection stay there.
Are existing Worksection tasks copied to ClickUp?
No. Tasks already sitting in Worksection when you activate the workflow stay where they are.
Which ClickUp list do the Worksection tasks go to?
The list you select in the ClickUp step when you set it up. All copied tasks land there unless you change the workflow.
Do comments on Worksection tasks come across?
No. This workflow only handles new tasks. Worksection has a separate Comment Created trigger you could build on.
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Other ready-to-import templates from the same category.
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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