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
Cargoboard Shipping & Tracking
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
  • Books an order based on quotation.

  • Cancels an existing order.

  • Creates a quotation.

  • Creates a new order.

  • Creates a new order with a neutral shipper.

  • Downloads the shipment confirmation.

  • Downloads the shipping label.

  • Downloads an invoice.

  • Retrieves a quotation.

  • Retrieves an order.

  • Retrieves tracking information.

  • Performs an arbitrary authorized API call.

Select a trigger and an action

Create workflow (opens in a new tab)