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.

Basecamp 2
Trigger: Watch calendar events
Freshsales
Action: Select an action
1. Select a trigger
  • Triggers when a new calendar event is added or an existing calendar event is updated in a calendar being watched.

  • Triggers when a new calendar is added or an existing calendar is updated in a project being watched.

  • Triggers when a new document is added or an existing document is updated in a project being watched.

  • Triggers when a new event is added to a project being watched.

  • Triggers when a new file is added to a project being watched.

  • Triggers when a new To-Do list is added or an existing To-Do list is updated in a project being watched.

  • Triggers when a new To-Do is added or an existing To-Do is updated in a project being watched.

2. Select an action
  • Converts a lead to a contact.

  • Creates a new contact.

  • Creates a new deal.

  • Creates a new lead.

  • Creates a manual call log for new or existing lead/contact or an existing account.

  • Creates a note for specific object.

  • Creates new Freshsales activity.

  • Creates a new task.

  • Creates a new account.

  • Creates a new appointment.

  • Deletes a specific contact.

  • Deletes a specific deal.

  • Deletes a specific lead.

  • Deletes a specific note.

  • Deletes a specific Freshsales activity.

  • Deletes a specific Task.

  • Deletes a specific account.

  • Deletes a specific appointment.

  • Performs an arbitrary authorized API call.

  • Updates information of specific contact.

  • Updates information of a specific deal.

  • Updates information of a specific lead.

  • Updates a specific note.

  • Updates information of a specific Freshsales activity.

  • Updates a specific task.

  • Updates information of specific account.

  • Updates information of specific appointment.

  • Uploads and attach a file to a lead, contact, sales account or a deal.

  • Views details of a specific contact.

  • Views details of a specific deal.

  • Views details of a specific lead.

  • Views details of a specific Freshsales activity.

  • Views details of a specific task.

  • Views details of a specific account.

  • Views details of a specific appointment.

Select a trigger and an action

Create workflow (opens in a new tab)