Create a Revolut draft payment from a new ClickUp task
Create a Revolut draft payment from a new ClickUp task
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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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Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
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