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Dropbox
ClickUp
playbook Template

Create a ClickUp task and attach the current page as PDF using Dropbox, when I right-click

This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.

When I right-click on a website
Trigger
Get current page as PDF
Action
Upload file to Dropbox
Action
Create ClickUp task
Action
Open browser notification
Action

How does this automation work?

Bardeen's workflow automation enhances productivity by combining the capture of web content with task management and cloud storage. This particular workflow is designed for professionals who need to save information from websites directly into their project management tools. By creating a ClickUp task with a PDF attachment of the current webpage stored in Dropbox, this automation saves time and ensures that you have the necessary documentation linked to your tasks for reference or team collaboration.

Here's how this workflow operates:

  • Step 1: Trigger automation: Right-click on any webpage to initiate the workflow. This action sets the process of capturing the webpage as a PDF in motion.
  • Step 2: Capture webpage as PDF: Bardeen converts the current webpage to a PDF file. This file is then prepared for upload to your designated Dropbox folder.
  • Step 3: Upload PDF to Dropbox: The PDF snapshot of the webpage is uploaded to Dropbox. Dropbox is a cloud storage service that facilitates file sharing and collaboration.
  • Step 4: Generate Dropbox file link: A shareable link to the uploaded PDF file in Dropbox is created.
  • Step 5: Create ClickUp task: A new task is created in ClickUp with the Dropbox link to the PDF in the task description. ClickUp is a task management platform that helps organize work tasks and projects.
  • Step 6: Confirmation notification: A browser notification will inform you that the task has been successfully created in ClickUp, providing immediate feedback on the workflow's completion.
Run this ClickUp automation with Bardeen in minutes.

How to run the workflow

Look for further integration options for Dropbox integrations, ClickUp integrations, or the integration of both Dropbox and ClickUp, or adapt the playbook to better suit your unique workflow needs.

Take a look at other product development integrations, and personal productivity automations developed by Bardeen.

Run this ClickUp automation with Bardeen in minutes.

Available actions & triggers

Apps:
Create a ClickUp task and attach the current page as PDF using Dropbox, when I right-click
Create a ClickUp task and attach the current page as PDF using Dropbox, when I right-click
Create a ClickUp task and attach the current page as PDF using Dropbox, when I right-click
Types:
Both
Actions
Triggers
Find Dropbox files
Find Dropbox files
Action
Download Dropbox file
Download Dropbox file
Action
Create comment to ClickUp task
Create comment to ClickUp task
Action
Find Dropbox folders
Find Dropbox folders
Action
Create ClickUp task
Create ClickUp task
Action
Find ClickUp tasks
Find ClickUp tasks
Action
Upload file to Dropbox
Upload file to Dropbox
Action
When a folder is added or renamed in Dropbox
When a folder is added or renamed in Dropbox
Trigger
Get ClickUp assignee from task
Get ClickUp assignee from task
Action
When a file is added or updated in Dropbox
When a file is added or updated in Dropbox
Trigger
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FAQs

Bardeen - Playbook / Autobooks: Is it possible to create a Playbook that scrapes data from a website and sends it as an email attachment?

You can create a Bardeen Playbook to scrape data from a website and then send that data as an email attachment.

Youtube: Can I download a Youtube video to my computer using Bardeen?

Unfortunately, Bardeen is not able to download videos to your computer.

Google Sheets: What is the best way to export data to Google Sheets?

Exporting data (ex: scraped data or app data) from Bardeen to Google Sheets is possible with our action to “Add Rows to Google Sheets”.

Meetings: Is there a playbook to record and summarize meetings?

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Scraper: How can I get data from multiple sections of a profile (Eg: getting the experience section on a linkedin profile)?

Cases like this require you to scrape the links to the sections and use the background scraper to get details from every section.

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