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
Easybizy
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
  • Creates a new lead entry in Easybizy using the provided data. If an existing lead is found with a similar mobile phone number, the module updates the existing lead's details. A successful request returns the unique Easybizy Lead ID.

Select a trigger and an action

Create workflow (opens in a new tab)