In this article we walk through how your can leverage our Webhooks feature for a custom workflow to write new Access Requests as Tasks in ClickUp.
Prerequisites
Paid plan for Webhooks access
A ClickUp account (any plan will work)
A Zapier Premium account with Webhooks
Setting Up the Webhook
Login to SafeBase and navigate to the Settings page and find the Webhooks option. Click on the Connect button if you have not previously set any webhooks up.
Click on Add Endpoint.
You will see the option to specify an endpoint URL. We will return to this later.
Open Zapier and Create a new Zap using the Webhooks by Zapier trigger.
Hit Continue twice until you see the option to Test. You should see a newly generated URL. Copy this and return to the SafeBase app.
Take the URL you just copied and paste it into the Endpoint URL field.
Select the
accessRequest.requestedoption and hit Create to save.
Navigate to the Testing tab and select the
accessRequest.requestedoption.
Find the Send Example button towards the bottom. We will now verify that the Zapier webhook was able to receive this event.
Return to Zapier and attempt to test the trigger. If successful, you should see a success message, along with sample data from our test.
Hit Continue and proceed to choose ClickUp for your App, and Create Task for your Event.
Connect your Account if necessary and select the appropriate Workspace, Space, and List.
You will now be able to customize your Task Title and Name and other fields such as Assignee, Due Date, and more, Use the auto-complete dropdown to use values from the webhook such as Name and Company.
And that's it! Publish this Zap to complete the process. The next Access Request will now create a Task in ClickUp.
Want to see this as a native integration? Let us know in our Feedback Portal!