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
IPEX
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 contact.

  • Deletes a contact's cache in PBX.

  • Delete contacts.

  • Returns a contact detail.

  • Imports contacts from CSV file.

  • Updates a contact details by contact ID.

  • Bulk import/update contacts

  • Validates a given phone number.

Select a trigger and an action

Create workflow (opens in a new tab)