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.

Notion
Trigger: Watch Data Source Items
Agentalk
Action: Select an action
1. Select a trigger
  • Triggers when a Data source (legacy database) item is created or updated.

  • Triggers when a specified event is created.

  • Triggers when a data source, page or legacy database is created and updated.

  • Triggers when a page content is created.

2. Select an action
  • Add Contact to Campaign

  • Add a tag to an existing contact.

  • Clear Contact Field

  • Create Custom Field

  • Create Organization Tag

  • Create or Update a new contact in Agentalk.

  • Delete Contact

  • Get Contact

  • Get Custom Fields

  • Get Phone Numbers

  • Perform a custom request to any Agentalk API endpoint.

  • Outbound Call

  • Remove Tag from Contact

  • Start Campaign

  • Update Contact Fields

Select a trigger and an action

Create workflow (opens in a new tab)