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
SegMetrics
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 tag to the contact.

  • Adds a contact to the specified SegMetrics integration or updates an existing one.

  • Adds a subscription to the existing contact. If the subscription id already exist, it will be updated.

  • Adds an order to the specified SegMetrics integration or updates an existing one.

  • Deletes a contact.

  • Deletes a subscription.

  • Deletes a tag.

  • Deletes an invoice.

  • Performs an arbitrary authorized API call.

  • Adds the performance for a specific day.

Select a trigger and an action

Create workflow (opens in a new tab)