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.

Agile CRM
Trigger: Watch Companies
Lusha
Action: Select an action
1. Select a trigger
  • Triggers when a company is created, updated or viewed.

  • Triggers when a new tag is added to the selected contact.

  • Triggers when a contact is created, updated or viewed.

  • Triggers when a deal is created or updated.

  • Triggers when a calendar event occurs.

  • Triggers when a task is created, due, started or completed.

  • Triggers when a ticket is created or updated.

2. Select an action
  • Gets a company by its domain or by its name.

  • Gets a contact by its specified parameters.

  • Use AI-powered recommendations to discover contacts and companies similar to your best existing customers. The Contact Lookalikes and Company Lookalikes endpoints return paginated results you can pipe directly into Enrich for full data.

  • Retrieve signal events for a list of companies — hiring activity, headcount changes, web traffic, IT spend, and news.

  • Find more companies that look like your best customers using Lusha's AI-powered lookalike engine.

  • Retrieve signals for companies. Each company can be identified by: (1) Company ID, (2) Company domain, or (3) Company name

  • Find contacts that look like your best customers using AI powered systems.

  • Retrieve signals for contacts. Each contact can be identified by: (1) Contact ID, (2) LinkedIn URL, (3) Email address, or (4) Full name + Company (name or domain)

  • Find contacts similar to a set of seed contacts using AI-powered lookalikes.

  • Retrieve signal events for a list of contacts — job changes and promotions.

  • Performs an arbitrary authorized API call.

Select a trigger and an action

Create workflow (opens in a new tab)