Zapier: Custom Fields
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Jake Spirek
It's crazy that we still can't access custom fields via Zapier! Still have to use Integromat for everything.
Please update the Zapier integration!!
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Arne Nostitz-Rieneck
is this resolved? i can not access the data from my custom fields in Zapier if not all fields are filled ... (with the split formatter of zapier i can extract data ,... but not really reliable)
how to access custom fields by name and use the value as data in an action
eg: i have contact data ask tasks in clickup and want to create a new google contact when its created in clickup
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Sophia K
Arne Nostitz-Rieneck: You could add your custom fields request to planned request https://clickup.canny.io/integrations/p/zapier-v3 rather than this one which ClickUp has marked as Completed
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Steven
So are you or are you not able to map a ClickUp DROPDOWN column via Zapier? I'm having issues getting the ClickUp DROPDOWN column to work without error with Typeform being the trigger source. Anyone else having issues with DROPDOWN ClickUp specifically?
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Sophia K
Steven: Yes I'm having issues as well because ClickUp only focused on being able to import custom fields via Zapier so it's not possible to get dropdown data out and into another app. Each dropdown item just comes through as a string of characters so it's not usable...
Maybe ClickUp will eventually have another look at this but my supposition is as the strategy is for ClickUp to replace as many of your other apps as possible being able to get data out of ClickUp is less of a priority.
Joel
Glad we have this now, the one thing I wanted it for works perfectly, and I am sure I'll come up with new use cases to improve workflow even further!
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Brendon Bennell
Joel: I'm getting some custom fields dropping off. Over to Integromat LOL
Nick Potok
complete
We are excited to announce that ClickUp Custom Fields are supported in Zapier!
We hope you're as excited as we are for this addition.
As always, if you have additional related Feature Requests, let us know in a new post. We appreciate all the feedback!
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Shena Hesselbein
Nick Potok: this is exciting. My understanding is that you aren’t able to pull data from custom fields of trigger tasks to use in future steps of a zap. Is there a different feature request for that? Thanks!
Yair Adi
Nick Potok: that's great news but it's impossible to use the content saved into the custom field. Only the custom field names comma separated (capture)
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Joel Danto
Yair Adi: Yes, I am experiencing issues with this as well. I have a ticket into their technical support to investigate and find solutions.
Emmanuel Lemor
Nick Potok: Hi Nick,
That sounds great but I see nothing new in the ClickUp Zapier module :/ so when / where will it show up ?
Thanks - looking forward to using it!
Andy Craig
Nick Potok: Yeah, not being able to reference existing custom field data is very limiting here. If there is another request for this I will go upvote that.
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Sophia K
Yair Adi: I can't use my custom fields either, the fields now show up as options, but unfortunately the contents of the field shows up as gibberish
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Sophia K
Shena Hesselbein: Seems so, but that's what I thought this was going to let us do. In my workflow there's not much point in being able to see the custom fields but not access or use the data in them for Zaps. Fingers crossed this aspect of the feature will be implemented before too long.
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Shena Hesselbein
Sophia K: Exactly. It’s useful for bringing data into ClickUp but useless for ClickUp to communicate with any other platform.
Krystal Clark
Nick Potok: Thank you so much for this. 💛 Seriously. Thank you!
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Christian Robinson
Nick Potok: I am also experiencing the issue mentioned below. Thanks though!!!
Jochen Gererstorfer
Nick Potok: No, still no support.
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Brendon Bennell
Nick Potok: Are you getting feedback that some custom fields aren't displaying in Zapier, in my case phone no.
Shanda Packard
Nick Potok: I'm having the same problem as everyone else -- all of the contents of the custom fields come over in one field separated by a comma, dates come over as a UTC timestamp with 3 extra zeroes, and drop-down menu items come over as their placement in the list (therefore, the 4th option on the dropdown would come across as the 5, or the first option would come across as 0). So it comes out looking like a string of numbers and letters, as in the example below.
Example: 1641027600000,US,1500,TEST@EMAIL.COM,0,6000,PARTNER NAME,1643706000000,2,1646125200000,1648800000000,4,1651392000000
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Ernesto Argüelles
Yair Adi: is there any news about this issue?
Yair Adi
Ernesto Argüelles: The answers from CU support by email is this: it is not an issue. That array is the expected behavior.
You must vote the other request asking for better integration with Zapier
Todd Harper
Yair Adi: Not impossible, just not ideal. A code step and a little bit of JavaScript and you can sort out those values pretty easily :)
Yair Adi
Todd Harper: What is "not impossible" ? I know to code and use this string of custom fields. But in Zapier is useless.
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Alex Shevchenko
Nick Potok: Great, but it is simply UNUSABLE!
All the custom fields are put together in one line and your Text Formatter does not work.
It seems like you just released the feature for the sake of releasing it.
Nick Potok
Thank you all for discussing what you’ve encountered and bringing this to our attention.
I’m looking further into this to update our documentation and look into solutions for any bugs.
I’ll send a message as soon as theres an update!
Shanda Packard
Yair Adi: Where is the other request? I didn't find it.
Shanda Packard
Todd Harper: Can you share the js code? I'm happy to implement but I'm a bit of a js newb.
Shanda Packard
Thanks, Nick Potok -- I want to make sure this request is being taken seriously. Is there a proper feature request for this? I've been back and forth with Support and no one seems to have a solution. Zapier suggested I hire a dev.
Todd Harper
Shanda Packard: So, it's going to vary quite a bit based on the specific custom fields you're using, but let's say your fields/columns are named "CF1", "CF2", and "CF3" (which, more realistically for people in general, are things like "Email Address" and "Phone Number"...for you these are things like "Churn Date", "Country", "Deposit", etc.)
Create a Code by Zapier step and select JavaScript.
As Input Data, use "Task Custom Fields Name" and "Task Custom Fields Value" and save them as "CustomFieldKeys" and CustomFieldValues" respectively.
Then copy/paste everything between the slashes (//) below (obviously, replacing "CF1", "customField1", etc. with your actual fields and adding more / removing as necessary:
//
let customFieldKeys = inputData.CustomFieldKeys.split(",");
let customFieldValues = inputData.CustomFieldValues.split(",");
let customField1 = "";
let customField2 = "";
let customField3 = "";
let customField1Position = customfieldKeys.indexOf("CF1");
customField1 = customFieldValues.splice(customField1Position, 1).join(" ");
customFieldKeys.splice(customField1Position, 1);
let customField2Position = customfieldKeys.indexOf("CF2");
customField2 = customFieldValues.splice(customField2Position, 2).join(" ");
customFieldKeys.splice(customField2Position, 1);
let customField3Position = customfieldKeys.indexOf("CF3");
customField3 = customFieldValues.splice(customField3Position, 1).join(" ");
customFieldKeys.splice(customField3Position, 1);
output = [{customField1, customField2, customField3}]
//
NOTE: This solution assumes that each of your fields is completely filled out prior to triggering your Zap and that none of your fields will ever include commas...if either scenario above is true, we have to do some additional fancy work which is different on a case by case basis and you can certainly hire me to do it for you.
Shanda Packard
Todd Harper: Thank you so much! The ClickUp support team gave me a JS to use but yours looks better, so I'll give this a try. Unfortunately, my biggest challenge right now is that all fields are not entered at the time of the zap. Not sure if you can drop your email here but if you can, please do!
Todd Harper
Shanda Packard: Definitely! Feel free to email me at todd@weddingtechbff.com :) Getting around not all fields being entered at the time the Zap runs can be pretty tricky TBH...but we can definitely take a peek and see if there's a solution!
Also, for anybody reading, here's a better version of the code above, which utilizes a function for the repeated lines of code, but does exactly the same thing:
let customFieldKeys = inputData.CustomFieldKeys.split(",");
let customFieldValues = inputData.CustomFieldValues.split(",");
let customField1 = "";
let customField2 = "";
let customField3 = "";
let customFieldPosition1;
let customFieldPosition2;
let customFieldPosition3;
function matchKeyValue(key, varValue, varPosition) {
varPosition = customFieldKeys.indexOf(key);
varValue = customFieldValues.splice(varPosition, 1).join(" ");
customFieldKeys.splice(varPosition, 1);
return varValue;
};
customField1 = matchKeyValue("CF1", customField1, customFieldPosition1);
customField2 = matchKeyValue("CF2", customField2, customFieldPosition2);
customField3 = matchKeyValue("CF3", customField3, customFieldPosition3);
output = [{customField1, customField2, customField3}];
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Luca Pavia
Todd Harper: hello can I afford to send you an email with the problem similar to what you explained? unfortunately i am completely js fasting and i have about a 15 custom field that i can't use with zapier. and unfortunately you are the only one who has given a plausible solution.
Thanks even just for the answer
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Christian Putnam
Dynamically update dropdown field values via Zapier
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Steven
Christian Putnam: I think I have the same issue you had. Zapier will only accept one of the pre-set inputs I have in a ClickUp DROPDOWN column, not the dynamic form inputs from the Typeform side of the zap
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Steven
Typeform -> Zapier -> ClickUp
ClickUp dropdown will keeps saying error when setting up
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Shena Hesselbein
I could have sworn there was a webinar about a year ago promising this by the end of 2021. Any update on when this will happen? I am struggling so much with the software without it.
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Bobby
Shena Hesselbein: They just did yesterday
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Shena Hesselbein
Bobby: its released???????
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Sophia K
Bobby: Looks like there's an update on the web app, but the Changelog in Canny suggests no updates since 21 June though? (and that the last feature update was 4 June...)
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Bobby
Sophia K: I guess its a Zapier change, not clickup. All I know is I saw a notification on either Clickup or Zapier and the feature exists now
Tony Meyer
PLEASE PLEASE PLEASE make custom fields available in Zapier integration. This would be a game changer!
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Stacy Hart
Completely agree! I bought Clickup so that I could have a seamless workflow for my Social Media Agency, so that once the post is approved, it can be directly published to social media. Spent hours with clickup chats trying to configure Zapier, only for them to finally tell me that it won't work and now I have to try using 'make' ....
Carson
Stacy Hart: ooh, you might like Make - it's AMAZING.
Frank Filippelli
Yes Please Update This!!! 😫
Emmanuel Lemor
IF this can help anyone, I asked for an ETA for release since it is 'IN PROGRESS' [for I don't know how long - if anyone knows, i'd love to know]....
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After investigation, there is no release date available for the moment.
However, here is a Workaround that was sent to me by the team.
I hope this will meet your needs.
Here's a workaround for accessing Custom Fields via Zapier
- Use the Webhooks by Zapier trigger with the Catch Hook event
- Copy the webhook URL from Zapier and paste it into ClickUp
- Create a ClickUp Automation with any desired trigger > where the action is Call Webhook. Then paste the URL from Zapier into the webhook URL field.
- Now in Zapier, add the Formatter by Zapier app after the Webhooks app
- Configure the Formatter to extra various pieces of information from the Payload Custom Field value.
- Custom Field value(s) are output for use in any other Zapier app
Emmanuel Lemor
Additional info that I found out from ClickUp... which might be smiles for everyone...
UPDATE:
"An external agency is being used by ClickUp to develop this feature and that's why I didn't see the release on the roadmap of our developers.
The feature will be available this quarter! "
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Shena Hesselbein
Emmanuel Lemor: This is great news and I hope its true. I recall a product webinar they put out last year saying it would be here by the end of last year so I am hoping this time frame sticks. Trying your work around now. Thanks!
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Shena Hesselbein
Emmanuel Lemor: Ok, I am stuck at number 5. "Extra various pieces of information" I assume means "extract various pieces of information" but I am not really sure how to do that. I can't find one that extracts various pieces.
Harvey Shows
Emmanuel Lemor: Is there a way to parse out the custom fields without a million regular expressions?
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Shena Hesselbein
Emmanuel Lemor: We are getting pretty close to the end of that quarter. :)
Emmanuel Lemor
Shena Hesselbein: I don't work for Zapier or ClickUp and I've pretty much given up waiting ;( ;) but there is still hope that keeps me alive :D
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