Jotform integration with ClickUp

The Jotform integration for ClickUp lets you automatically turn form submissions into tasks so your team can capture structured data and manage work in one place. This step-by-step guide shows you how to connect the tools, map fields, and customize your workflow.

Overview of the Jotform and ClickUp integration

By integrating Jotform with ClickUp, any response submitted through a Jotform can create or update tasks in a chosen List. This helps you keep requests, applications, feedback, and other form-based inputs organized without manual data entry.

The integration is built using native automation options inside ClickUp, so you manage everything from your Workspace once the connection is in place.

Requirements before connecting Jotform to ClickUp

Before you set up the integration, make sure you have the right access and tools ready:

• An active ClickUp Workspace where you can create or manage integrations.
• A Jotform account with at least one form created.
• Permissions in ClickUp to manage integrations and automations for the Space or List you plan to use.
• Permissions in Jotform to authorize third-party integrations.

If you manage multiple Workspaces or Jotform accounts, decide which ones will be linked so submissions always go to the correct place.

How to connect Jotform to ClickUp

Use these steps to establish the connection between the two platforms.

Step 1: Open the Jotform integration page in ClickUp

1. Sign in to your ClickUp Workspace.
2. Navigate to the Help Center article for this integration at Jotform integration to review requirements, supported actions, and setup details.
3. Keep the article open in a separate tab while you configure Jotform and ClickUp so you can reference it during setup.

Step 2: Prepare your Jotform

1. Log in to your Jotform account.
2. Select or create the form whose submissions you want to send into ClickUp.
3. Review and finalize your form fields, including required questions, field types, and labels, because these will be mapped to task fields later.

Having stable, clearly named fields makes it easier to map them to ClickUp task properties such as custom fields, description, or comments.

Step 3: Authorize the Jotform integration

The integration requires authorization so ClickUp can receive data from Jotform securely.

1. From your Jotform form settings or integration options, search for the ClickUp integration if available in your account.
2. Select ClickUp and begin the connection process.
3. When prompted, sign in to ClickUp (if you are not already signed in) and authorize Jotform to send data to the selected Workspace.
4. Confirm the Workspace and any additional access scopes requested.

Once this authorization is complete, the two platforms are linked and ready for field mapping.

Configure how Jotform submissions create ClickUp tasks

After the accounts are connected, you choose where tasks will be created and how form fields map to ClickUp properties.

Choose the ClickUp Space, Folder, and List

1. In the integration settings, select the Workspace, Space, Folder, and List where new tasks should appear.
2. Use a dedicated List for Jotform submissions to keep incoming tasks organized and easy to filter.
3. Save the location so every new submission flows to the same List in ClickUp.

Map Jotform fields to ClickUp task fields

Mapping fields ensures form responses are stored in the correct task properties.

1. Select which Jotform field will be used as the task name or title.
2. Map additional fields to:

• Task description
• Assignee
• Due date
• Priority
• Custom fields in ClickUp

3. For any unmapped fields, decide whether to ignore them or include them in the task description as text.
4. Save your mapping configuration.

Use concise field names in Jotform so they are easy to recognize during mapping and later when viewing tasks in ClickUp.

Manage form-based workflows inside ClickUp

Once the integration is active, each new submission becomes a task in your chosen List. You can then manage the full lifecycle of this work using views, statuses, and automations.

Organize tasks created from Jotform

Use these options to keep your form-based tasks organized in ClickUp:

• Apply custom statuses like “New”, “In review”, and “Completed” for tasks that originate from Jotform.
• Create views such as List, Board, or Table focused on the List that stores submissions.
• Filter by assignee, status, or custom fields that came from Jotform entries.

This structure makes it easier to track the progress of requests coming in from external users.

Automate follow-up actions in ClickUp

After the Jotform integration is set up, you can layer additional automations inside ClickUp to streamline your workflow.

• Automatically assign new tasks to a default owner.
• Set default due dates based on creation time.
• Move tasks to specific statuses when certain fields from Jotform meet a condition.

Combining automations with the integration lets your team respond faster while keeping everything documented in one place.

Troubleshooting the Jotform and ClickUp connection

If tasks are not being created as expected, use the following checks.

Verify integration status

• Confirm that the Jotform integration with ClickUp is still authorized and active.
• Check whether any recent password or account changes might require reauthorization.
• Ensure you are using the correct Workspace, List, and form for testing.

Review field mapping and permissions

• Confirm that required Jotform fields are correctly mapped to ClickUp fields.
• Make sure you still have permissions to create tasks in the target List.
• Submit a fresh test entry from Jotform and see if a new task appears in ClickUp.

If issues persist, return to the official integration article at Jotform integration for additional context and updated requirements.

Improve your ClickUp integrations and workflows

Optimizing how you connect Jotform and ClickUp is only one part of building a scalable system for requests and data collection. Consider reviewing your Spaces, Folders, Lists, and custom fields to ensure they match the structure of your forms and internal processes.

For broader workflow and integration strategy beyond this specific setup, you can explore consulting resources such as Consultevo to refine how ClickUp fits into your overall operations stack.

With a thoughtfully designed Jotform integration and well-structured Lists, your team can rely on ClickUp as a central hub for collecting, organizing, and acting on form submissions at scale.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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