Dropbox
ClickUp
Workflow Template

Create Clickup task when a file is added or modified in Dropbox

This autobook will create a new Clickup task whenever a file is added or changed in a chosen Dropbox
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When file is added to or modified in Dropbox
Trigger
Merge text
Action
Create ClickUp task
Action

How does this automation work?

Efficiency in project management and file organization is paramount. Bardeen's automation facilitates the creation of tasks in ClickUp whenever a file is added or modified in Dropbox. This integration ensures that your team stays updated with the latest document changes, allowing for timely reviews and actions, ultimately streamlining product development cycles.

Here is how this workflow automates task creation in ClickUp from Dropbox events:

  • Step 1: Monitor Dropbox for changes - Detects when a file is added to or modified in Dropbox. Details such as the path of the file are recorded to be used in the task creation process.
  • Step 2: Prepare task details - Constructs the task name and other relevant details by merging text strings. The name of the task will reflect the action occurred in Dropbox.
  • Step 3: Create ClickUp task - With the information gathered, a new task is created in the specified ClickUp list. The task will contain details about the Dropbox file change, ensuring accountability and traceability within your project management framework.
Run this ClickUp automation with Bardeen in minutes.

How to run the workflow

Clickup is a favorite project management tool used by many companies and freelancers, often in conjunction with Dropbox, one of the original file sharing tools.  Clickup is great for diverse teams to work together on tight deadlines when projects are passed around.  Yet in today’s time-pressed world, it’s easy to miss when action is needed, particularly for those who are working on multiple projects at the same time.  Not responding to a task associated with a new or updated Dropbox file can really hurt the entire team, not to mention the reputation of the person who missed the signal.  When you are working away in Clickup, checking Dropbox continually is a distraction, but not checking Dropbox when needed can be a disaster.   

This automation will create a new Clickup task whenever a new or modified file appears in the selected Dropbox.  .

The automation works from within Clickup and from any chosen Dropbox folder. 

Step 1: Pin the autobook and integrate Clickup and Dropbox

First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Clickup and then Dropbox.

Activate Bardeen (or hit OPTİON + B on your keyboard) and click to run the autobook when you have an Upwork page open with a selected candidate.

Click on the autobook card, and the setup flow will start. 

Step 2: Run the autobook

Open the Bardeen extension (or hit OPTİON + B on your keyboard) and click on the toggle to turn on the autobook. 

It will prompt you to enter the following arguments in the setup process: 

You can simply enter the information by following the arguments as shown below:

Now your Clickup task will be created automatically when a new file is added in Drobbox. Enjoy!

Try out similar playbooks:

Find more ClickUp automations and Dropbox automations, or edit the playbook to suit your own workflow.

Run this ClickUp automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create Clickup task when a file is added or modified in Dropbox
Create Clickup task when a file is added or modified in Dropbox
Create Clickup task when a file is added or modified in Dropbox
Types:
Both
Actions
Triggers
Find Dropbox files
Find Dropbox files
Action
Create ClickUp task
Create ClickUp task
Action
Create comment to ClickUp task
Create comment to ClickUp task
Action
Find ClickUp tasks
Find ClickUp tasks
Action
When ClickUp task is created
When ClickUp task is created
Trigger
Get ClickUp assignee from task
Get ClickUp assignee from task
Action
When file is added to or modified in Dropbox
When file is added to or modified in Dropbox
Trigger
Upload file to Dropbox
Upload file to Dropbox
Action
Download Dropbox file
Download Dropbox file
Action
Find Dropbox folders
Find Dropbox folders
Action
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