Create a Revolut draft payment from a new ClickUp task
Use this template to automatically create a Revolut Business draft payment when a new ClickUp task is created.
The setup of the template assumes that the name of the recipient of the payment is used as a name for the ClickUp task and the amount to be sent is used as a description of the task. Additionally, your recipients' data have to be stored in an Airtable table. Your table has to include these fields: Name of the recipient (first name and last name) 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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Retrieve refund requests for orders (with bank transfer payments) and create a Revolut draft payment to initiate the refund back to the customer's bank account.
The setup of the template assumes you have your customer's order data stored in a Google Sheets sheet. Your sheet has to include these columns: First name and Last name of the customer, Order ID, Amount and payment details.
The Typeform form has to include the Order ID question.
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.
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 tag to a task.
Adds time tracked to a task.
Adds a dependency to a task.
Adds new checklist to a specific task.
Creates an item in a checklist.
Creates a draft payment.
Creates new folder for specific space.
Creates a folderless list.
Creates new workspace goal.
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