How to connect ClickUp + Rotessa
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- New FolderTriggers when new folders are created.Trigger
- New ListTriggers when new lists are created.Trigger
- New TaskTriggers when tasks are added.Trigger
- Task ChangesTriggers when a task changes.Trigger
- New ChecklistAdd a checklist to a taskAction
- Create FolderCreates a new folderAction
- Create ListCreates a new listAction
- Post a Task CommentPost a comment to a taskAction
- ClickUp
Add time tracked to a task
Scheduled
Action
- ClickUp
Post an attachment to a task.
Scheduled
Action
- ClickUp
Creates a new subtask
Scheduled
Action
- ClickUp
Creates a new task.
Scheduled
Action
- ClickUp
Updates an existing task.
Scheduled
Action
- ClickUp
Find an existing task.
Scheduled
Action
- Rotessa
Triggers when a transaction's status is updated to approved in Rotessa.
Instant
Trigger
- Rotessa
Triggers when a transaction's status is updated to declined in Rotessa.
Instant
Trigger
- Rotessa
Triggers when a customer is created in Rotessa.
Instant
Trigger
- Rotessa
Triggers when a customer is created using customer authorization in Rotessa.
Instant
Trigger
- Rotessa
Triggers when a customer is updated in Rotessa.
Instant
Trigger
- Rotessa
Creates a new customer in Rotessa.
Scheduled
Action
- Rotessa
Create a new transaction in Rotessa.
Scheduled
Action
- Rotessa
Update a existing customer.
Scheduled
Action
- Rotessa
Match a Rotessa customer with a unique identifier.
Scheduled
Action
How ClickUp + Rotessa Integrations Work
- Step 1: Authenticate ClickUp and Rotessa.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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