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.

Help Scout
Trigger: Watch Conversations
Quickbase
Action: Select an action
1. Select a trigger
  • Triggers when one or more of the following events occur (Conversation Agent Reply Created, Conversation Assigned, Conversation Created, Conversation Customer Reply Created, Conversation Deleted, Conversation Merged, Conversation Moved, Conversation Note Created, Status Changed in Conversation, Tags Created, Edited, Removed, or Merged in Conversation).

  • Triggers when a customer is created.

  • Triggers when a satisfaction rating is received.

2. Select an action
  • Creates a field within a table, including the custom permissions of that field.

  • Creates a table in an application.

  • Creates an application in an account.

  • Deletes a specific table in an application, including all of the data within it.

  • Deletes an entire application, including all of the tables and data.

  • Deletes one or many fields in a table, based on field ID(s).

  • Gets the properties of an individual field, based on field ID.

  • Gets the properties of an individual table that is part of an application.

  • Returns the main properties of an application.

  • Performs an arbitrary authorized API call.

  • Updates the properties of a field, including the custom permissions.

  • Updates the main properties of a specific table.

  • Updates specific application.

Select a trigger and an action

Create workflow (opens in a new tab)