ClickUp integration (via Make)

By connecting FaceUp with ClickUp, you can automate the process of handling reports collected via your reporting forms. This will ensure no report is missed, and you will be able to create checklists, tasks, and more automatically.

First, you need to connect your account with Make. Follow these few steps:

  1. Log in to your Make account and click on the “Create a new scenario” button on the right side of the screen.
  2. Once you've clicked on the purple plus button, search for FaceUp in the list of applications.
  3. Click on the FaceUp app and select a trigger from the following options:
    1. Watch Reports 
    2. Watch Messages
    3. Watch Internal Comments
  4. Then, click on the “Create a webhook” button, name your webhook and click Create a connection.
  5. Now you need to insert your API key and Region. Both of these can be found in your FaceUp account.
    1. You can get your Region by navigating into the Settings tab and copying the Data hosting region item.
    2. To get the API key, navigate to the Integrations tab, API keys section and create your key.
  6. When you're done click Save.

Now that you have created a scenario, you can connect it to ClickUp. Follow these steps to do so: 

  1. In your Make account, navigate to the Scenarios section and click on the FaceUp scenario.
  2. At the top right corner, click the Edit button. Then, click on the “Add another module” button.
  3. Search for ClickUp in the applications list.
  4. Now you can choose from all ClickUp actions. We will choose the "Create a task" action here.
  5. Create a connection to your ClickUp account. Your browser will be redirected to ClickUp, where you can connect to a workspace.
  6. When you are finished, choose the space, the folder, and the tasks list. Specify the task name and other variables. Click OK when you're done.
  7. Make sure you save and activate the selected scenario after making changes.

Good job! There will be a new task created automatically whenever a new report is received in your account.