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.

Tarvent
Trigger: Watch Added Contact
Microsoft 365 Excel
Action: Select an action
1. Select a trigger
  • This will trigger when a contact is added to an audience.

  • Triggers when a note is added to a contact.

  • This will trigger when a contact has bounced.

  • Triggers when a contact has clicked a link in an email.

  • Triggers when a contact is added or removed from an audience group.

  • Triggers when a contact's status changes.

  • Triggers when a tag is added or removed from a contact.

  • Triggers when a contact's profile is updated.

  • Triggers when a campaign or transactional email is opened by a recipient.

  • Triggers when a known or unknown contact performs a Call-To-Action within a landing page.

  • Triggers when a contact replies to a conversation.

  • Triggers when a campaign has been sent to a contact. WARNING: This will fire for every contact the campaign is sent to, please be careful using this trigger.

  • Triggers when a transactional email is processed and sent to one or more recipients.

  • Triggers when a known or unknown contact submits a sign up, profile update, or other form.

  • Triggers when a known or unknown contact submits a survey.

  • Triggers when a transactional email is created for a known or unknown contact.

  • Triggers when a contact unsubscribes from an audience.

2. Select an action
  • Adds a new table.

  • Adds a new table column.

  • Adds a new table row.

  • Adds a new worksheet to a workbook.

  • Adds a new worksheet row.

  • Deletes a table.

  • Deletes a worksheet row.

  • Downloads the content of a specified Excel workbook.

  • Gets the metadata of a specified table.

  • Performs an arbitrary authorized API call.

  • Updates an existing table.

  • Updates an existing table column.

  • Updates an existing worksheet row.

Select a trigger and an action

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