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.

ActiveCampaign
Trigger: Watch Accounts
Microsoft 365 Excel
Action: Select an action
1. Select a trigger
  • Triggers when an account is created or updated.

  • Triggers when a given contact is associated with an automation.

  • Triggers when a new calendar feed is created/updated.

  • Triggers when a new contact is created.

  • Triggers when a deal is created.

  • Triggers when a new event is fired.

  • Triggers when a new task is assigned to a deal.

2. Select an action
  • Adds a new table.

  • Adds a new table column.

  • Adds a new table row.

  • Adds a new worksheet to a workbook.

  • Adds a new worksheet row.

  • Deletes a table.

  • Deletes a worksheet row.

  • Downloads the content of a specified Excel workbook.

  • Gets the metadata of a specified table.

  • Performs an arbitrary authorized API call.

  • Updates an existing table.

  • Updates an existing table column.

  • Updates an existing worksheet row.

Select a trigger and an action

Create workflow (opens in a new tab)