When a new form submission is received in HeyForm, create a new task in ClickUp
Every new HeyForm response becomes a ClickUp task in the list you choose, with the answers mapped into the task, so requests collected through your form go straight into your team’s work queue.
HeyForm
ClickUp2 steps Setup ~5 min Used on 2.4k sites Productivity Free to import
What this workflow does
A form is often where work starts: a design brief, a bug report, a content request. If responses sit in HeyForm until someone copies them into ClickUp, requests wait and details get lost in the copying. This workflow turns each response into a task as soon as it arrives.
Each time someone completes the form you link in HeyForm, a run starts. FlowMattic hands the answers to the Create Task action in ClickUp, where you decide which answers go into the task name and description and where the task is created.
Every submission becomes its own task, including test entries and duplicates, since the template has no conditions. A good task name, such as the request type plus the person's name, makes the new tasks easy to scan in ClickUp. Each run is listed in Task History with the data passed to ClickUp, which helps you check the mapping during setup.
Creative request intake
Colleagues fill in a HeyForm brief for a banner or video. Each brief arrives as a ClickUp task in the design team's list, with the answers in the description.
Bug reports from customers
A HeyForm bug report form feeds a ClickUp list your developers triage, so each report has a task they can assign and comment on.
Client onboarding questionnaires
New clients answer an onboarding form, and the account manager gets a ClickUp task holding their answers to start the setup work.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
HeyForm New Form SubmissionStarts the run when a respondent submits your chosen HeyForm form. Each answer becomes data you can place into the ClickUp task.
- ClickUp Create Task
Opens a fresh ClickUp task for the response. Choose where it is created, then map HeyForm answers into the task name and description. A test submission shows which answers are available.
What you need
- FlowMatticCore
- HeyForm 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.
- Submit a sample entry on your HeyForm form right after import, so the ClickUp step has real answers to map before you switch the workflow on.
- If one form collects several kinds of request, add a Router after the trigger with a route per request type, each holding a Create Task step for a different ClickUp list.
- Add a Filter after the trigger that skips entries with your own email address, so the test entries you send while editing the form don't create tasks.
Questions about this workflow
Does every HeyForm submission create a ClickUp task?
Yes. The template has no Filter, so each new entry produces one task. Add a Filter after the trigger if you only want some answers to become tasks.
Can I put all the HeyForm answers into the task description?
Yes. In the ClickUp step, map as many answers as you like into the description text, with a label in front of each one so the task is easy to read.
Are older HeyForm entries turned into tasks?
No. Only entries submitted after the workflow is on reach ClickUp. Responses already stored in HeyForm stay where they are.
What if the same person fills in the HeyForm form twice?
Two tasks are created, one per entry. ClickUp doesn't merge them for you, so close the duplicate by hand or add a check before the ClickUp step.
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