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.

ActiveCampaign
Trigger: Watch Accounts
RingCentral
Action: Select an action
1. Select a trigger
  • Triggers when an account is created or updated.

  • Triggers when a given contact is associated with an automation.

  • Triggers when a new calendar feed is created/updated.

  • Triggers when a new contact is created.

  • Triggers when a deal is created.

  • Triggers when a new event is fired.

  • Triggers when a new task is assigned to a deal.

2. Select an action
  • Creates a new contact

  • Returns call recordings by ID.

  • Gets details for a particular call by ID.

  • Gets details for a particular message by ID.

  • Returns presence status of an extension or several extensions.

  • Makes a ringout call.

  • Performs an arbitrary authorized API call.

  • Removes a webhook.

  • Sends a fax.

  • Sends SMS.

  • Starts a call recording by Telephony Session ID and party ID.

  • Updates existing contact.

Select a trigger and an action

Create workflow (opens in a new tab)