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.

Notion
Trigger: Watch Data Source Items
Vtiger CRM
Action: Select an action
1. Select a trigger
  • Triggers when a Data source (legacy database) item is created or updated.

  • Triggers when a specified event is created.

  • Triggers when a data source, page or legacy database is created and updated.

  • Triggers when a page content is created.

2. Select an action
  • Creates a new record.

  • Deletes a record.

  • Return the data of a specified record of selected module.

  • Performs an arbitrary authorized API call.

  • Updates an existing record.

Select a trigger and an action

Create workflow (opens in a new tab)