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.

Anchor
Trigger: Watch Amended Agreements
Pinterest
Action: Select an action
1. Select a trigger
  • Triggers when an amendment to an agreement is sent.

  • Triggers when a client approves an agreement amendment.

  • Triggers when a proposal is approved.

  • Triggers when a proposal expires without approval.

  • Triggers when a proposal draft is published. payload includes a notifyPolicy field that indicates whether the client was notified automatically

  • Triggers when a client opens and reviews a proposal.

  • Triggers when an agreement is terminated.

  • Triggers when a proposal is cancelled by the service provider.

2. Select an action
  • Creates a board.

  • Creates a new pin.

  • Deletes a specific board.

  • Deletes the selected pin.

  • Retrieves information about a specific board.

  • Returns information about a pin.

  • Performs an arbitrary authorized API call.

  • Updates a specific board.

  • Updates the selected pin.

Select a trigger and an action

Create workflow (opens in a new tab)