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.

Assembly
Trigger: Watch Activated Clients
ClickUp
Action: Select an action
1. Select a trigger
  • Triggers when a client is activated in Copilot.

  • Triggers when a task is archived.

  • Triggers when a subscription is canceled.

  • Triggers when a form response is completed.

  • Triggers when a task is completed.

  • Triggers when a client is created in Copilot.

  • Triggers when a company is created.

  • Triggers when a file is created.

  • Triggers when a folder is created in the Files app.

  • Triggers when an internal user is created.

  • Triggers when an invoice is created.

  • Triggers when a link is created in the Files app.

  • Triggers when a message channel is created.

  • Triggers when a note is created.

  • Triggers when a notification has been sent to a client or internal user

  • Triggers when a price is created.

  • Triggers when a product is created.

  • Triggers when a subscription is created.

  • Triggers when a task is created.

  • Triggers when a client is deleted.

  • Triggers when a company is deleted.

  • Triggers when a file is deleted.

  • Triggers when a folder is deleted.

  • Triggers when an internal user is deleted.

  • Triggers when an invoice is deleted.

  • Triggers when a link is deleted from a file channel.

  • Triggers when a message channel is deleted.

  • Triggers when a note is deleted.

  • Triggers when a task is deleted.

  • Triggers when a payment fails.

  • Triggers when an invoice is paid.

  • Triggers when an internal user requests a contract signature from a client.

  • Triggers when an invoice is sent.

  • Triggers when a message is sent.

  • Triggers when a contract is signed.

  • Triggers when a payment is successful.

  • Triggers when a client custom field is updated.

  • Triggers when a client is updated.

  • Triggers when a company is updated.

  • Triggers when a company custom field is updated.

  • Triggers when a file has been renamed or moved within a file channel.

  • Triggers when a folder is renamed or moved.

  • Triggers when an invoice is updated.

  • Triggers when a link has been renamed or moved within a file channel.

  • Triggers when a note is updated.

  • Triggers when a product name or status is updated. Prices added to products will not trigger this module, for this use the Price Created trigger.

  • Triggers when a task is updated.

  • Triggers when an invoice is voided.

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)