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How to connect ClickUp and Sendy
Create a New Scenario to Connect ClickUp and Sendy
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a ClickUp, triggered by another scenario, or executed manually (for testing purposes). In most cases, ClickUp or Sendy will be your first step. To do this, click "Choose an app," find ClickUp or Sendy, and select the appropriate trigger to start the scenario.
Add the ClickUp Node
Select the ClickUp node from the app selection panel on the right.
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Add the Sendy Node
Next, click the plus (+) icon on the ClickUp node, select Sendy from the list of available apps, and choose the action you need from the list of nodes within Sendy.
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Authenticate Sendy
Now, click the Sendy node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Sendy settings. Authentication allows you to use Sendy through Latenode.
Configure the ClickUp and Sendy Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the ClickUp and Sendy Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring ClickUp, Sendy, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the ClickUp and Sendy integration works as expected. Depending on your setup, data should flow between ClickUp and Sendy (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect ClickUp and Sendy
ClickUp + Sendy + Slack: When a task is updated in ClickUp, trigger a campaign update in Sendy, and notify the team in Slack about the campaign update.
Sendy + Google Sheets + ClickUp: Track campaign performance from Sendy in Google Sheets. If the active subscriber count falls below a threshold, create a task in ClickUp for review and improvement.
ClickUp and Sendy integration alternatives
About ClickUp
Connect ClickUp to Latenode and automate project task management. Trigger actions based on events, sync tasks across platforms, or generate reports. Latenode adds flexibility with custom JavaScript, AI tools, and a visual interface to orchestrate complex ClickUp workflows without expensive per-step costs. Simplify project automation.
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About Sendy
Use Sendy in Latenode to automate email campaigns without complex coding. Trigger campaigns based on events in other apps (CRM, e-commerce). Latenode lets you process data, filter recipients, and personalize emails with JavaScript or AI nodes before sending via Sendy. Scale outreach efficiently and track results within your workflows.
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See how Latenode works
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FAQ ClickUp and Sendy
How can I connect my ClickUp account to Sendy using Latenode?
To connect your ClickUp account to Sendy on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ClickUp and click on "Connect".
- Authenticate your ClickUp and Sendy accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Sendy campaigns from new ClickUp tasks?
Yes, with Latenode you can! Trigger Sendy email campaigns whenever new tasks are created in ClickUp. Automate follow-ups and nurture leads without writing code.
What types of tasks can I perform by integrating ClickUp with Sendy?
Integrating ClickUp with Sendy allows you to perform various tasks, including:
- Automatically adding new ClickUp users as Sendy subscribers.
- Sending targeted email campaigns based on ClickUp task status.
- Updating ClickUp tasks when a subscriber opens a Sendy email.
- Creating ClickUp tasks for unsubscribed Sendy email addresses.
- Tracking email campaign performance directly within ClickUp tasks.
Can I use JavaScript to manipulate data between ClickUp and Sendy?
Yes, Latenode allows you to use JavaScript code blocks to transform and customize data passed between ClickUp and Sendy, creating advanced flows.
Are there any limitations to the ClickUp and Sendy integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by ClickUp and Sendy APIs may affect high-volume workflows.
- Complex data transformations might require JavaScript knowledge.
- Custom fields in ClickUp may require manual mapping in Latenode.
