ClickUp and Personio

ClickUp

Triggers

• New taskRuns when a new task is created in a ClickUp list
• Task changedRuns when a task in a ClickUp list is changed, such as its status, assignee, due date or name, with the task as it is now. Changes made before the workflow is turned on don't start it.

Actions

• List workspacesRetrieve all ClickUp workspaces the connected account can access.
• List spacesRetrieve all spaces within a ClickUp workspace.
• List foldersRetrieve all folders within a ClickUp space.
• List listsRetrieve all lists within a ClickUp folder.
• Find tasksList the tasks in a ClickUp list that are still open, each with its first assignee's name and email, its due date and a link. Turn on Only overdue to get just the ones past their due date.
• Create taskCreate a new task in a ClickUp list.

Personio

Triggers

• New personRuns for each person added to Personio, such as a new hire, with their name, email address, job title, start date and manager. People already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
• New or updated personRuns for each person added to Personio or whose name, email address, status or other personal details change, with their name, email address, job title, start date and manager. People already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.
• New absence periodRuns for each new absence (time off such as vacation or sick leave) booked in Personio, with the person's name, the kind of time off and its first and last day ready to use. Set Approval to approved to run only once an absence is approved, the right choice for a team calendar or an announcement: a request made first and approved later starts the workflow when it is approved. Absences already there (or already approved) when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
• New or updated absence periodRuns for each absence (time off such as vacation or sick leave) booked or changed in Personio: new dates, a different kind of time off, or a request being approved. It runs again on every change, so to add time off to a calendar once, use New absence period with Approval set to approved instead. Absences already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.
• New projectRuns for each new project in Personio. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
• New or updated projectRuns for each project added or changed in Personio. Ones already there when the workflow is turned on start it only when they change. It can watch up to 4,000. How often it checks follows your workspace plan.

Actions

• List peopleLists the people in Personio with each one's name, email address and whether they are active. Narrow the list by name, email, status or when they were added or changed. Returns up to 50 at a time.
• Get personGet one person from Personio by their ID: their name, email, status, custom attributes and the IDs of their employments, under 'data'. Their job title, manager, start date and probation end date are on their employment (see 'List employments'). A field Personio has no value for is empty (null) or left out.
• Create personCreate person. Create a new Person and Employment.
• Update personUpdate person. Update a Person.
• Delete personDelete person. Delete a Person.
• List employmentsList one person's employments, with job title, manager, start date and probation end date.