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
RingCentral
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
  • Creates a new contact

  • Returns call recordings by ID.

  • Gets details for a particular call by ID.

  • Gets details for a particular message by ID.

  • Returns presence status of an extension or several extensions.

  • Makes a ringout call.

  • Performs an arbitrary authorized API call.

  • Removes a webhook.

  • Sends a fax.

  • Sends SMS.

  • Starts a call recording by Telephony Session ID and party ID.

  • Updates existing contact.

Select a trigger and an action

Create workflow (opens in a new tab)