Create a Revolut draft payment from a new ClickUp task
About
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.
Apps Included
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Every time a new message is posted to a specified Telegram chat/channel, Make will automatically add that message to your Google Sheets spreadsheet as a new row. The template uses this example spreadsheet.
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.
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.
FAQ