We use JotForm, and as soon as a customer fills out their contract there, the data is sent to ClickUp, and tasks should be created. These are always the same tasks, so we created a ClickUp template.
Company Name - Customer First Name Last Name
Onboarding
Create WhatsApp group
Send members area
Explain roadmap
Video
Send video script
Film video
Edit video
Funnel
Create funnel
Test funnel on mobile
etc.
It only creates “Company Name - Customer First Name Last Name,” but no tasks from the template underneath. Is there a Walkaround to get Tasks from a Google Calc or another Source?
Hi @Andreas_Achatz
If any changes have been made to the template task, there’s a possibility that this module may throw an error, even if it was previously functioning correctly. In such cases, you should refresh the module and recheck the mapping. If you can share the error message we could further assist you.
Hi @Andreas_Achatz
It is saying template not found. Ensure the template is not accidently deleted or you have selected the correct click up connection. Also try refreshing the clickup module:
Hi an easy way to get the template id is to go to the template in the template center. Then click on it and click on share and turn on public sharing. Just copy that link and paste it some where. The template id can be found in that link to use for mapping. Its highlighted below. You can just turn the public sharing off after. This is just to get the template id.