Integrating ClickUp with Scispot using Zapier allows seamless task tracking, lab protocol creation, and data synchronization. This automation reduces manual tasks and centralizes your lab workflows. Follow this guide to configure your integration and automatically create or update records in Scispot when tasks are added or modified in ClickUp.
Getting Started
Before you begin, ensure you have the following:
Zapier Account: If you don’t already have a Zapier account, you’ll need to create one.
You can use your own or request a Scispot-owned Zapier account.
ClickUp Log-In: Login to the appropriate ClickUp account to allow Zapier to connect to ClickUp.
If you are using a Scispot Zapier account, Scispot will require your work email and password to configure your Zapier with ClickUp.
Scispot API Key: Generate an API key in Scispot for secure data exchange.
Step 1: Set Up a Trigger in ClickUp
This trigger will initiate when a specific event occurs in ClickUp, such as creating a new task.
Log in to Zapier and go to Zaps.
Click "Create Zap" to start a new workflow.
Select ClickUp as the Trigger App and choose the appropriate event, such as New Task or Task Updated.
Connect your ClickUp account and select the workspace, space, and list to monitor for new or updated tasks.
Test the Trigger: Run a test to confirm Zapier can detect new tasks in ClickUp.
Step 2: Configure the Action to Add a Record in Scispot
This action will send the new task details from ClickUp to Scispot, creating a new record in your Labsheet.
Add an Action Step in Zapier: Choose Webhooks by Zapier for making custom API requests.
Set the Action Event: Select Custom Request to make a POST request.
Enter the Request Details:
Method: Choose POST.
URL: Review Scispot's API Documentation to use the appropriate for your task.
For instance, to add rows, use
URL: https://cloudlab.scispot.io/labsheets/add-rows
Headers:
Content-Type:
Content-Type: application/json
Authorization: Be sure to replace with your actual Scispot API key
Authorization: Bearer YOUR_SCISPOT_API_KEY
Map ClickUp Fields to Scispot Fields:
In the Data section, map fields from ClickUp (e.g.,
task_name,due_date,assignee) to the appropriate Labsheet columns in Scispot.
Example Data Mapping for Scispot
Suppose your Scispot Labsheet has columns to track task information:
{
"labsheet": "Task Data",
"rows": [
[ "{{task_name}}",
"{{due_date}}",
"{{assignee}}" ]
]
}In this example, replace placeholders like {{task_name}} with the fields from ClickUp.
Testing and Activating the Zap
Test the Action: Run a test to verify that new tasks (or updated ones) from ClickUp populate accurately in your Scispot Labsheet.
Publish the Zap: Once testing is successful, publish the Zap to automate the workflow.
Tips for Accurate Integration
Labsheet Configuration: Ensure your Labsheet columns in Scispot match the fields you intend to map from ClickUp.
Field Mapping: Double-check that every ClickUp field aligns with the correct Scispot column.
Keeping Zapier's Labsheet details Updated:
Labsheet Name: If you change the name in Scispot, update it in Zapier as well.
Column Changes: Renaming, deleting, or rearranging columns in Scispot will require re-mapping fields in Zapier to maintain accuracy.
Use Cases for Integration
Add Rows in Scispot When New Tasks Are Created in ClickUp
Automatically create rows in Scispot’s Labsheet when a new ClickUp task is added.
Trigger: “New Task” in ClickUp.
Action: Webhook POST request to Scispot’s API endpoint:
/api/v1/rows/add.
Required Data: Map ClickUp task details (e.g., task name, due date, assignee) to Scispot parameters.
Update Rows in Scispot When Tasks Are Updated in ClickUp
Keep Scispot records in sync when ClickUp tasks change.
Trigger: “Task Updated” in ClickUp.
Action: Webhook POST request to Scispot’s API endpoint:
/api/v1/rows/update.
Required Data: Include the row identifier and updated properties like task status or due dates.
Create Protocols or Experiments in Scispot When Tasks Are Created or Updated in ClickUp
Automate the creation of protocols or experiments from task events.
Trigger: “Task Created” or “Task Updated” in ClickUp.
Action: Webhook POST request to Scispot’s API endpoint:
/api/v1/protocols/create.
Required Data: Use ClickUp task details to populate protocols or experiments.
By setting up this integration, you’ll streamline task and protocol management between ClickUp and Scispot, saving time and improving organization. This integration provides a centralized workflow to track and manage tasks seamlessly across both platforms.