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Project Management · Productivity

When a new entry is received in Cognito Forms, create a task in ClickUp

Each Cognito Forms submission spins up a ClickUp task, so requests turn into actionable work items your team can pick up right away.

Cognito FormsCognito Forms ClickUpClickUp
~5 min setup used by 1.7k sites

Free · import into FlowMattic in one click

How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Cognito Forms → ClickUp
2 steps
Cognito Forms
TRIGGER
Cognito Forms · New Entry
The workflow starts automatically when a new entry is received on form submission in Cognito Forms. FlowMattic captures that data for the steps below.
ClickUp
ACTION
ClickUp · Create Task
ClickUp — creates a new task. Data is mapped from earlier steps; connect your ClickUp account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

Ready to automate your WordPress site?

Download this workflow free, or grab FlowMattic and own every automation on your site — no per-task fees, ever.