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ClickUp
Airtable
Revolut Business

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.

Categories
Payments, Billing & Subscriptions
Banking
Databases
Spreadsheets

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