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
Marketo Engage
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
  • Adds leads to a lead list.

  • Creates a new lead.

  • Creates a new opportunity.

  • Creates a new opportunity role.

  • Create and Update a new object.

  • Gets a specified lead.

  • Gets a specified opportunity.

  • Performs an arbitrary authorized API call.

  • Updates an existing lead.

  • Updates an existing opportunity.

Select a trigger and an action

Create workflow (opens in a new tab)