How Do I Check for a ClickUp Task with a Matching Contact Email Column?

Below is one approach to achieving what you want:

1. Capture the contact email via Webhook Trigger
   Start with a Webhook Trigger node that captures incoming data (including the contact email). With the data from the webhook, you can use an expression (like {{ $json["contact email"] }} in subsequent nodes) to reference the email.

2. Retrieve tasks from the specific ClickUp list
   Add a ClickUp node and select the "Get All Tasks" operation. In its parameters, set the List ID to the one you want to search. This call returns all tasks in that list.

3. Filter tasks for a matching email
   Since the ClickUp node doesn't provide direct filtering by column value, use an additional node to iterate over the returned tasks. This can be handled in one of two ways:

   • Using an IF node:
     Route the output from the ClickUp node to an IF node and set up logic that checks whether the task property that holds the email (or the value of the custom column you are using) equals the email value captured by the webhook.

   • Using a Function node:
     Alternatively, you can add a Function node to loop through the tasks and filter for the one(s) where the specific field equals your webhook email. For example:

     JAVASCRIPTCopied
     // Input: items from ClickUp node and the contact email from webhook (via expression)
     const contactEmail = $json["contact email"];  // adjust according to your webhook data structure
     const tasks = items; // tasks returned from ClickUp node
     
     // Filter tasks where the specific field (e.g., custom_field_email) equals contactEmail
     const filteredTasks = tasks.filter(task => task.json.custom_field_email === contactEmail);
     
     return filteredTasks;

     Adjust the property name (here shown as custom_field_email) to match the field in ClickUp that contains the email address.

4. Continue your workflow based on the filter result
   After filtering, you can add a further branch: for example, proceed if a task exists or take another action if not.

This approach leverages the ClickUp node (for retrieving tasks) as documented in the ClickUp node documentation and uses additional nodes (IF or Function) to apply the necessary condition. If you run into any issues configuring the node parameters or using expressions, the ClickUp node documentation and its credential setup notes can be helpful.

Give this a try and adjust according to your specific data structure in ClickUp and your webhook payload. Happy automating!