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
Smart Passes
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 a specified number of points to a customer's account.

  • Cancels a published offer, making it inactive.

  • Creates a new customer in a specified loyalty program.

  • Creates a new loyalty offer (reward) in a program.

  • Permanently deletes a customer from a loyalty program.

  • Permanently deletes a loyalty offer from a program.

  • Publishes a draft offer, making it active and available to customers.

  • Updates the details of an existing customer.

Select a trigger and an action

Create workflow (opens in a new tab)