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.

Arbox
Trigger: Watch Amount of Check ins
Google Docs
Action: Select an action
1. Select a trigger
  • Triggers when a client has x amount of check-ins

  • Trigger when a client books a number of sessions

  • Triggers when a new appointment is booked

  • Triggers when an appointment is cancelled

  • Triggers when an appointment is updated

  • Triggers when membership is canceled

  • Instant trigger on a canceled membership

  • Triggers when an event is cancelled

  • Triggers when a user has to confirm entry from waiting list.

  • Instant trigger on when user has to confirm entry from waiting list.

  • Triggers when a recurring payment is refused.

  • Instant trigger on a credit refusal

  • Triggers when a user entered (access control)

  • Triggers when a user entered a session from a waiting list

  • Instant trigger on when a user entered a session from a waiting list

  • Triggers when a user is inactive

  • Triggers when a lead is converted to a new client

  • Triggers when a lead is marked as lost

  • Triggers when a user has/hasn't medical/waiver

  • triggers when a membership is suspended.

  • Triggers when a new client is added to Arbox

  • Triggers when a new lead is created in Arbox.

  • Triggers when an item is purchased from app/site

  • Instant trigger on a new purchase event

  • Triggers when a client renew or create membership

  • Triggers when a lead is booked to trial class

  • Instant trigger on a new trial class booking

  • Triggers when a lead status is updated

  • Triggers when a user cancels registration

2. Select an action
  • Adds a tab to a Google Docs document.

  • Creates a new Google document by adding the content of HTML format.

  • Creates a copy of an existing template document and replaces any tags e.g. {{name}}, {{email}}. This module also allows users to replace images by new images with URLs.

  • Deletes a document.

  • Downloads a document to a required format.

  • Gets a content of a document.

  • Inserts or appends a new paragraph to an existing document.

  • Inserts a new image with URL to a document. The original size of the image is entered or the image is resized as required by the user. The original image ratio is maintained.

  • Makes all links in a document clickable.

  • Performs an arbitrary authorized API call.

  • Replaces an old text by a new text in a document.

  • Replaces an existing image with a new image with URL in the document. In order to fill the original image's bounds, the new image may be scaled or cropped.

Select a trigger and an action

Create workflow (opens in a new tab)