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.

Zoom Administration
Trigger: Watch Chat Channels
EspoCRM
Action: Select an action
1. Select a trigger
  • Triggers when a channel event occurs.

  • Triggers when a chat message is sent, updated, replied or deleted.

  • Triggers when a meeting event occurs.

  • Triggers when a phone call event occurs.

  • Triggers when a recording event occurs.

  • Triggers when a user activity event (User's presence status updated) triggers.

  • Triggers when a webinar event occurs.

2. Select an action
  • Composes an email.

  • Creates a call.

  • Creates a case.

  • Creates a contact.

  • Creates a lead.

  • Creates a meeting.

  • Creates a task.

  • Creates an account.

  • Creates an attachment for case, task, or composing an email.

  • Creates an opportunity.

  • Deletes a call.

  • Deletes a case.

  • Deletes a contact.

  • Deletes a lead.

  • Deletes a meeting.

  • Deletes a task.

  • Deletes an account.

  • Deletes an opportunity.

  • Gets a call.

  • Gets a case.

  • Gets a contact.

  • Gets a lead.

  • Gets a meeting.

  • Gets a task.

  • Gets an account.

  • Gets an opportunity.

  • Performs an arbitrary authorized API call.

  • Updates a call.

  • Updates a case.

  • Updates a contact.

  • Updates a lead.

  • Updates a meeting.

  • Updates a task.

  • Updates an account.

  • Updates an opportunity.

Select a trigger and an action

Create workflow (opens in a new tab)