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
Vitally
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
  • Creates a new message.

  • Creates a new note.

  • Creates a new project from an existing template.

  • Creates a new task.

  • Creates a new NPS response.

  • Retrieves a single customer.

  • Retrieves a single user.

  • Retrieves a single user by external ID or email.

  • Retrieves a single admin.

  • Performs an arbitrary authorized API call.

  • Updates existing customer's details.

  • Updates existing user's details.

Select a trigger and an action

Create workflow (opens in a new tab)