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.

ClickUp
Trigger: Watch Folders
Brightflag
Action: Select an action
1. Select a trigger
  • Triggers when a specific folder event happens.

  • Triggers when a specific goal event happens.

  • Triggers when a specific list event happens.

  • Triggers when a specific space event happens.

  • Triggers when a specific target event happen.

  • Triggers when a task or subtask is created or updated.

  • Triggers when a specific task or subtask event happens.

2. Select an action
  • Download an invoice document (invoice, invoice summary, or invoice attachment law firm)

  • Get detail about a Matter

  • Perform an arbitrary authorized API call

  • Update the invoice payment status to PAID or VOID

Select a trigger and an action

Create workflow (opens in a new tab)