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.

STEL Order
Trigger: Watch Clients
ClickUp
Action: Select an action
1. Select a trigger
  • This trigger monitors and retrieves newly created or updated client records in STEL Order since the last run. It uses the UTC last modification date to fetch only recent changes, ensuring accurate and efficient synchronization of client data.

  • This trigger monitors and retrieves recently updated events in STEL Order since the last run. It utilizes the UTC last modification date to identify and fetch changes, ensuring accurate and efficient synchronization of updated event data.

  • This trigger periodically checks for incidents updated in STEL Order since the last run. It uses the UTC last modification date to fetch only recently updated records, ensuring efficient synchronization.

  • This module retrieves Ordinary Invoice Receipts from STEL Order. You can fetch individual receipts or a list, apply filters like amount, payment status, or date, and use sorting and pagination for better data management.

  • This trigger monitors and retrieves newly created or updated ordinary invoices in STEL Order since the last run. It ensures efficient synchronization by using the UTC last modification date to fetch only recent changes, helping you keep your invoice data accurate and up-to-date.

  • This trigger periodically checks for products updated in STEL Order since the last run. It uses the UTC last modification date to fetch only recently updated records, ensuring efficient synchronization.

  • This trigger monitors and retrieves newly created or updated sales delivery notes in STEL Order since the last run. It uses the UTC last modification date to fetch only recent changes, ensuring efficient synchronization of delivery notes and keeping your sales processes up-to-date.

  • This trigger periodically monitors and retrieves newly created or updated sales estimates in STEL Order since the last run. It ensures efficient synchronization by using the last modification date in UTC format to fetch only recent changes.

  • This trigger monitors and retrieves newly created or updated sales orders in STEL Order since the last run. It ensures efficient synchronization by using the UTC last modification date to fetch only recent changes, keeping your data accurate and up-to-date.

  • This trigger monitors and retrieves newly created or updated Work Estimates in STEL Order since the last run. It supports filtering by creation or last modification date (UTC), ensuring accurate and efficient synchronization of work estimate data.

  • This trigger monitors and retrieves newly created or updated Work Orders in STEL Order since the last run. It supports filtering by creation or last modification date (UTC), ensuring accurate and efficient synchronization of work estimate data.

2. Select an action
  • Adds a dependency to a task.

  • Adds tag to a task.

  • Adds time tracked to a task.

  • Adds new checklist to a specific task.

  • Creates an item in a checklist.

  • Creates new folder for specific space.

  • Creates a folderless list.

  • Creates new workspace goal.

  • Creates new list for specific folder.

  • Creates a space.

  • Creates a new tag for specific space.

  • Creates a goal target.

  • Creates new task in a specific list or sub-task in a specific task.

  • Creates a new task in a list.

  • Creates a task from a specific template.

  • Creates a new time entry manually.

  • Deletes a specific checklist.

  • Deletes a specific checklist item.

  • Deletes a list or task comment.

  • Removes a dependency of tasks.

  • Deletes a folder.

  • Deletes a specific goal.

  • Deletes a list.

  • Deletes a specific space.

  • Deletes a space tag.

  • Deletes a target.

  • Deletes a specific task.

  • Deletes a time entry.

  • Deletes tracked time.

  • Updates checklist name and/or position.

  • Updates a checklist item.

  • Updates a folder.

  • Updates a goal.

  • Updates a list.

  • Updates a space.

  • Updates a space tag.

  • Updates a goal target.

  • Updates a task.

  • Updates a task.

  • Updates a task.

  • Updates tracked time.

  • Retrieves details about specific folder.

  • Retrieves details about specific goal.

  • Retrieves details about specific list.

  • Retrieves details about specific space.

  • Retrieves details about specific task or subtask.

  • Gets a specified time entry.

  • Retrieves details about specific view.

  • Gets a specified workspace.

  • Returns how long a task has been in each status. Available only for ClickUp Business plan.

  • Invites a user to a selected workspace.

  • Performs an arbitrary authorized API call.

  • Posts a comment to a task.

  • Posts a comment to a view.

  • Posts a comment to a list.

  • Removes tag from a specific task.

  • Starts or stops a timer.

  • Updates a list or task comment.

  • Updates an existing time entry.

  • Adds attachment to a task.

Select a trigger and an action

Create workflow (opens in a new tab)