How to integrate Happy Forms with ClickUp Easily

Overview

The advanced Form Integration plugin allows you to integrate Happy Forms with ClickUp. When a user fills out a form on your website, the plugin will send the relevant data to your ClickUp account and create a new task.

Supported Features

• Creates new tasks. Requires a Pro license to add tags and custom fields.

Requirements

• The feature requires a Pro license. BUY NOW!
• Make sure that the Pro version of the Advanced Form Integration plugin is installed and activated. You should have got the links in the email after purchase. You can also download it anytime by logging into the user dashboard.
• Read plugin documentation for Happy Forms and ClickUp. It is not required but helpful for a better understanding.

Set up ClickUp API Connection

Before starting, you are required to set up the ClickUp API connection in plugin settings.

1. Go to the WordPress admin area, and click AFI > Settings.
2. Activate ClickUp and save. Open the ClickUp tab.
3. Go to your ClickUp account. Then go to Settings > Apps. Generate API Token and copy it.
4. Copy and paste the key in the Private Key input box and click Save Changes.

Create New Integration

Once the API connection is done you can start creating new integration. Click on Add New under the AFI menu, New Integration page will appear.

Title

A default title will be auto-generated with an auto incremental number. You can rename it to something related to the task. It will help you to quickly recognize the correct one when there is multiple integrations setup.

Trigger

Select Happy Forms in the Form Provider dropdown. The Happy Forms plugin must be installed and activated otherwise you won’t see it list

Action

Select ClickUp PRO in Platform dropdown.

Map Fields

Map Fields section will appear where you’ll be able to determine which fields to send. Map Email, First Name, Last Name, etc. fields with their similar field in sender platform. Finally, click the Save Integration button.

Conditional Logic

Please check the documentation on Conditional Logic .

Frequently asked questions

Troubleshooting

Still need help?

Reach our support team at [email protected]