Tasks from forms
Each submission creates a task in the right ClickUp list.
Forms & workflow
Turn website requests into ClickUp tasks
When your team works in ClickUp, website requests shouldn’t arrive as emails someone has to copy over. We connect your site’s forms to ClickUp so each request becomes a task, ready to work on.
What ClickUp does on your site
Requests from your website created as ClickUp tasks, with the right template, fields and status.
For SERHANT., we built an internal request platform where agents order marketing work. Each request creates a ClickUp task from the right template, fills in its custom fields, and keeps comments and payment details in sync with the task.
The same approach works for any team that runs on ClickUp: service requests, project briefs, support tickets or onboarding forms, each landing in the right list with everything the team needs.
What you get
Templates and custom fields
Tasks start from your templates, with form answers in your custom fields.
Comments both ways
Requesters can see updates and add comments without logging in to ClickUp.
Payments recorded
With Stripe, a paid request is marked on its task automatically.
Setup
How we connect ClickUp
- 01
Map your workflow
We look at your ClickUp lists, statuses and custom fields.
- 02
Build the forms
Each request type gets its own form, matched to a task template.
- 03
Connect and test
We connect your ClickUp workspace and test each request end to end.
What you'll need
- A ClickUp workspace with the lists and templates your team uses
- A ClickUp API token for the site
Sites we've built with ClickUp
SERHANT.
Internal applications and new-development websites built with SERHANT. and developer partners to bring real estate projects to life.
Common questions
Can different request types go to different lists?
Yes. Each form can create tasks in its own list, from its own template.
Can it take payment before the work starts?
Yes. We’ve combined ClickUp with Stripe so a request is paid when it’s submitted and the payment shows on the task.