Create an Asana task from a new Revolut draft payment
About
Use this template to create an Asana task when a new Revolut Business draft payment is created.
Apps Included
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Retrieve payment transfer information from Google Sheets and create Revolut draft payments.
Your Google Sheets sheet has to include the following columns: Name of the recipient (First name and Last name if it's an individual), Amount, Payment date, Payment reference and payment details.
To see which details are required to create a Revolut draft payment depending on the country, click here. For example, if you're creating a payment to the United Kingdom, your Airtable table needs to include an Account Number and a Sort Code; for payment to Germany, it's IBAN and BIC.
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Every time a new task is created in ClickUp, Make will automatically add that task's info to a new row in your Google Sheets. The template uses this example spreadsheet.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds the specified list of users as members of the portfolio.
Adds a comment to a task.
Adds a task to a project or section at a specific location.
Adds a user to a team.
Creates an enumeration option for a custom field.
Creates a (workspace) custom field.
Creates a draft payment.
Creates a portfolio.
Creates a project.
FAQ