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.

Follow Up Boss
Trigger: Watch Appointment Created
Remove.bg
Action: Select an action
1. Select a trigger
  • Triggers when an appointment has been created.

  • Triggers when a contact stage has been updated.

  • Triggers when a deal stage has been updated.

  • Triggers when a contact has been created.

  • Triggers when a new deal has been created.

  • Triggers when people perform an action on your IDX website.

  • Triggers when tags have been added to a contact.

2. Select an action
  • Removes the background of an image

Select a trigger and an action

Create workflow (opens in a new tab)