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Triggers and actions 7 triggers ยท 32 actions
Trigger
New Comment on a TaskTriggers when a new Comment is added to a Task in ClickUp.
Trigger
New FolderTriggers when new folders are created.
Trigger
New ListTriggers when new lists are created.
Trigger
New TaskTriggers when tasks are added.
Trigger
New Time EntryTriggers when a new Time Entry is added using ClickUp Time tracking.
Trigger
Task ChangesTriggers when a task changes.
Action
Add Task ChecklistAdd a checklist to a task
Action
Archive or Delete TaskArchive or delete ClickUp task
Action
Create FolderCreates a new folder
Action
Create ListCreates a new list
Action
Create New DocumentCreate new document in the specific location
Action
Create New Document PageCreate new page in the specific document
Action
Create SpaceA Space represents teams, departments, or groups, each with its own Lists, workflows, and settings.
Action
Create SubtaskCreates a new subtask
Action
Create TaskCreates a new task.
Action
Edit Document PageEdit document page
Action
Find a List of All TasksFinds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Find Custom FieldsView the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Find DocumentsSearch for documents by location.
Action
Find Task by IDFind an existing task by its ID.
Action
Find the Most Recent TaskFind the most recent task created in Workspace/Space/Folder/List.
Action
Find User by Name or EmailFind an existing user by their name or their email.
Action
Post a Task CommentPost a comment to a task
Action
Post AttachmentPost an attachment to a task.
Action
Send Chat Message to ChannelPost a message to a specific channel you choose.
Action
Send Direct MessageSend a direct message to a user or yourself.
Action
Time TrackedAdd time tracked to a task
Action
Update TaskUpdates an existing task.
Trigger
Document CompletedTriggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.
Action
Add documentCreate and send a new document for signature. POST https://api.eversign.com/document โ builds a document from raw files/fields/signers, optionally sends immediately.
Action
Add templateCreate a new reusable document template. POST https://api.eversign.com/document with is_template set โ defines fields/signer roles for later use via "Use Template".
Action
Cancel documentCancel an in-progress document's signature process (stops further signing without deleting it). DELETE https://api.eversign.com/document with document_hash and cancel=1.
Action
Delete documentPermanently delete a document or template. DELETE https://api.eversign.com/document with document_hash param.
Action
List businessesList the businesses (sub-accounts) available on this account. GET https://api.eversign.com/business.
Action
List documentsList the account's documents. GET https://api.eversign.com/document โ supports limit param, returns document summaries (not templates).
Action
List templatesList the account's saved templates. GET https://api.eversign.com/document?type=template.
Action
Reassign signerReassign a document's pending signature to a different signer email. POST https://api.eversign.com/reassign.
Action
Send reminderSend a signature reminder to a pending signer on a document. POST https://api.eversign.com/send_reminder with document_hash and signer_id.
Action
Use TemplateSends a document created from a template in your eversign account.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.