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
Instasent
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 or updates contacts on an Instasent data source.

  • Adds a past or present event to one contact on an Instasent data source.

  • Deletes one contact on an Instasent data source.

  • Retrieves one contact from an Instasent data source.

  • Retrieves the Instasent data source detail along with the total contacts count.

  • Gets project detail and permissions for the connection.

  • Retrieves the audience contact detail from an Instasent Project.

Select a trigger and an action

Create workflow (opens in a new tab)