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.

Invoice Ninja
Trigger: Watch New Client
Surveybot
Action: Select an action
1. Select a trigger
  • Triggers when a new client is added.

  • Triggers when a new expense is added.

  • Triggers when a new invoice is added.

  • Triggers when a new payment is added.

  • Triggers when a new quote is added.

  • Triggers when a new task is added.

2. Select an action
  • Performs an arbitrary authorized API call.

Select a trigger and an action

Create workflow (opens in a new tab)