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.

Prospero
Trigger: Watch Declined Proposals
Seliom
Action: Select an action
1. Select a trigger
  • Triggers when a proposal is declined

  • Triggers when a proposal is downloaded

  • Triggers when a proposal is opened

  • Watch a proposal's email events

  • Trigger for all proposals.

  • Triggers when a proposal is published

  • Triggers when a proposal is signed

2. Select an action
  • Creates a case for a selected process template.

  • Performs an arbitrary authorized API call.

  • Triggers an event with data to a case that is waiting for it.

  • Uploads a file to your organization's repository.

Select a trigger and an action

Create workflow (opens in a new tab)