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
Surplus Lines Tax API
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
  • Calculates surplus lines tax for a state and premium amount.

  • Retrieves historical tax rates for a specific state and date.

  • Get current or historical tax rate for a specific state. Automatically falls back to current rates if historical data is unavailable.

  • Retrieves a list of all supported states and jurisdictions.

  • Performs an arbitrary authorized API call.

  • Retrieves current tax rates for all states or filters by a specific state.

Select a trigger and an action

Create workflow (opens in a new tab)