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
Yesh Invoice
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
  • Deletes a product by id.

  • Adds a customer to an account.

  • Adds a provider to your account.

  • Creates an invoice.

  • Deletes a customer by id.

  • Deletes a provider by id.

  • Performs an arbitrary authorized API call.

  • Sends an SMS per client.

  • Updates a customer in an account.

  • Updates a provider entity by id.

Select a trigger and an action

Create workflow (opens in a new tab)