Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

ClickUp
Trigger: Watch Folders
Kartra
Action: Select an action
1. Select a trigger
  • Triggers when a specific folder event happens.

  • Triggers when a specific goal event happens.

  • Triggers when a specific list event happens.

  • Triggers when a specific space event happens.

  • Triggers when a specific target event happen.

  • Triggers when a task or subtask is created or updated.

  • Triggers when a specific task or subtask event happens.

2. Select an action
  • Adds a lead to a calendar.

  • Adds a lead to the sequence.

  • Adds a tag to a lead.

  • Adds a lead to a subscription list.

  • Adds points to lead.

  • Checks the existence of a transaction.

  • Creates a new lead.

  • Creates a new lead.

  • Retrieves a lead.

  • Performs an arbitrary authorized API call.

  • Removes a lead from a list.

  • Removes lead from a sequence.

  • Removes a tag from a lead.

  • Removes a lead from a calendar.

  • Removes points from a lead.

  • Updates a lead.

Select a trigger and an action

Create workflow (opens in a new tab)