Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Arbox
Trigger: Watch Amount of Check ins
ClickUp
Action: Select an action
1. Select a trigger
  • Triggers when a client has x amount of check-ins

  • Trigger when a client books a number of sessions

  • Triggers when a new appointment is booked

  • Triggers when an appointment is cancelled

  • Triggers when an appointment is updated

  • Triggers when membership is canceled

  • Instant trigger on a canceled membership

  • Triggers when an event is cancelled

  • Triggers when a user has to confirm entry from waiting list.

  • Instant trigger on when user has to confirm entry from waiting list.

  • Triggers when a recurring payment is refused.

  • Instant trigger on a credit refusal

  • Triggers when a user entered (access control)

  • Triggers when a user entered a session from a waiting list

  • Instant trigger on when a user entered a session from a waiting list

  • Triggers when a user is inactive

  • Triggers when a lead is converted to a new client

  • Triggers when a lead is marked as lost

  • Triggers when a user has/hasn't medical/waiver

  • triggers when a membership is suspended.

  • Triggers when a new client is added to Arbox

  • Triggers when a new lead is created in Arbox.

  • Triggers when an item is purchased from app/site

  • Instant trigger on a new purchase event

  • Triggers when a client renew or create membership

  • Triggers when a lead is booked to trial class

  • Instant trigger on a new trial class booking

  • Triggers when a lead status is updated

  • Triggers when a user cancels registration

2. Select an action
  • Adds a dependency to a task.

  • Adds tag to a task.

  • Adds time tracked to a task.

  • Adds new checklist to a specific task.

  • Creates an item in a checklist.

  • Creates new folder for specific space.

  • Creates a folderless list.

  • Creates new workspace goal.

  • Creates new list for specific folder.

  • Creates a space.

  • Creates a new tag for specific space.

  • Creates a goal target.

  • Creates new task in a specific list or sub-task in a specific task.

  • Creates a new task in a list.

  • Creates a task from a specific template.

  • Creates a new time entry manually.

  • Deletes a specific checklist.

  • Deletes a specific checklist item.

  • Deletes a list or task comment.

  • Removes a dependency of tasks.

  • Deletes a folder.

  • Deletes a specific goal.

  • Deletes a list.

  • Deletes a specific space.

  • Deletes a space tag.

  • Deletes a target.

  • Deletes a specific task.

  • Deletes a time entry.

  • Deletes tracked time.

  • Updates checklist name and/or position.

  • Updates a checklist item.

  • Updates a folder.

  • Updates a goal.

  • Updates a list.

  • Updates a space.

  • Updates a space tag.

  • Updates a goal target.

  • Updates a task.

  • Updates a task.

  • Updates a task.

  • Updates tracked time.

  • Retrieves details about specific folder.

  • Retrieves details about specific goal.

  • Retrieves details about specific list.

  • Retrieves details about specific space.

  • Retrieves details about specific task or subtask.

  • Gets a specified time entry.

  • Retrieves details about specific view.

  • Gets a specified workspace.

  • Returns how long a task has been in each status. Available only for ClickUp Business plan.

  • Invites a user to a selected workspace.

  • Performs an arbitrary authorized API call.

  • Posts a comment to a task.

  • Posts a comment to a view.

  • Posts a comment to a list.

  • Removes tag from a specific task.

  • Starts or stops a timer.

  • Updates a list or task comment.

  • Updates an existing time entry.

  • Adds attachment to a task.

Select a trigger and an action

Create workflow (opens in a new tab)