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YouTube

Automating Project Management Systems with Make.com and ClickUp

Jono Catliff via YouTube

Overview

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Learn to fully automate your project management workflow by integrating Make.com with ClickUp and Google Sheets in this comprehensive 39-minute tutorial. Discover how to set up automated triggers using Google Sheets webhooks and the Make.com extension, then systematically create ClickUp folders, lists, and tasks through automation scenarios. Master the process of building project management automations from scratch, including setting up filtering systems for paying customers and implementing updates to your project management software over time. Explore practical techniques for streamlining business operations through automation, with step-by-step guidance on configuring webhooks, managing data flow between platforms, and optimizing your project management systems for maximum efficiency.

Syllabus

0:00 Intro
0:20 Clickup management overview
1:51 Building project management scenario in Make.com
3:24 Setting up Google Sheets update row trigger in Make.com
3:55 Google Sheet Webhook in Make.com
4:25 Get Make.com extension in Google Sheets
9:52 Create a Clickup folder in Make.com
11:08 Create a Clickup list in Make.com
13:21 Create a Clickup task in Make.com
26:55 Filtering scenario for only paying customers
27:45 Updating Clickup project management software over time
37:36 C

Taught by

Jono Catliff

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