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
Levelup Demo
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 demo request.

  • Returns information about a specific contact after selection from list.

  • Returns information about a specific demo by its ID.

  • Returns information about a specific demo request by its ID.

  • Returns Meeting Minutes data for a specific completed demo by its ID.

  • Performs an arbitrary authorized API call.

  • This provides a list of demos present in the Upcoming section tab of Levelup Demo.

Select a trigger and an action

Create workflow (opens in a new tab)