Gravity Forms ClickUp Integration Premium Add-on

1. System Requirements & Prerequisites

Before setting up the ClickUp Integration, ensure your website environment meets the following prerequisites:

• WordPress: Version 5.6 or higher (fully compatible with WordPress 6.x+).
• Gravity Forms: Version 2.5 or higher (Basic, Pro, or Elite licenses).
• PHP Version: PHP 7.4, 8.0, 8.1, 8.2, or 8.3+.
• ClickUp Account: Free, Unlimited, Business, or Enterprise workspace plan.

2. Generating Your ClickUp API Token & Connecting WordPress

The add-on communicates securely with ClickUp using your Personal API Token. Follow these steps to obtain and connect your token:

1. Log in to your ClickUp account and click your user profile avatar in the lower-left corner (or top-right in newer 3.0 layout).
2. Navigate to Settings > Apps.
3. Under API Token, click Generate (or copy your existing personal token beginning with pk_).
4. In your WordPress admin dashboard, go to Forms > Settings > ClickUp.
5. Paste your token into the ClickUp API Token field and click Save Settings. A green verification badge confirms connection.

3. Creating a ClickUp Feed & Hierarchy Navigation

Once authenticated, you can configure one or more feeds per form to specify which ClickUp List receives task submissions:

1. Navigate to Forms > Forms and click on the form you want to integrate.
2. In the form sub-menu, go to Settings > ClickUp.
3. Click Add New to initiate a new ClickUp feed.

Traversing the ClickUp Hierarchy: ClickUp organizes work into Workspaces > Spaces > Folders > Lists. The feed builder includes dynamic cascade dropdowns:

4. Field Mapping: Task Title, Description & Custom Fields

Map Gravity Forms values into standard ClickUp task attributes using dynamic merge tags:

• Task Name: Select a form field or build a custom template (e.g. New Lead: {Name (First):1.3} {Name (Last):1.6}).
• Task Description: Include a full project brief using Markdown formatting and merge tags such as {all_fields} or individual question responses.

Mapping ClickUp Custom Fields

The add-on queries the selected ClickUp List for any configured custom fields. You can map text inputs, email addresses, phone numbers, numbers, dropdown options, and date pickers directly to matching ClickUp custom columns:

5. Task Assignees, Priorities, File Attachments & Conditional Logic

Automate task triage before tasks reach your team:

• Task Assignee: Assign incoming tasks to specific workspace members automatically based on department or project type.
• Priority Level: Designate urgency levels (Urgent, High, Normal, Low) to ensure high-priority client inquiries get immediate focus.

Uploading Form Attachments Directly to Tasks

When visitors submit documents, resumes, images, or PDFs through Gravity Forms File Upload fields, the add-on uploads them directly as task attachments in ClickUp:

Granular Conditional Logic

Control exactly when submissions are sent to ClickUp. For instance, route submissions only when a user selects “Enterprise Plan” or submits a bug report:

6. Troubleshooting & Common Questions

Q: Where can I see the created ClickUp Task ID in WordPress?

Whenever a task is successfully created, the plugin records the ClickUp Task ID, timestamp, and direct task URL in the Gravity Forms entry meta. Go to Forms > Entries, open the specific submission, and inspect the ClickUp meta box.

Q: Does the add-on update ClickUp tasks if an entry is edited in WordPress?

Yes. When an administrator edits entry values in the WordPress admin, the add-on dispatches an update payload to ClickUp REST API v2, synchronizing mapped standard fields and custom field values without duplicating the task.

Q: Does the integration work with multi-page AJAX forms?

Yes. The ClickUp task creation hook executes upon the final submission event, ensuring that data gathered across all multi-page steps is compiled and submitted seamlessly.

Related Resources & Live Demonstration