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.

Airtable
Trigger: Watch new comments
Billabex
Action: Select an action
1. Select a trigger
  • Triggers when a new comment is added to a record.

  • Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).

  • Triggers when a new response is submitted.

2. Select an action
  • Adds a new contact to the specified account.

  • Creates a new account for the specified organization.

  • Creates a new credit note with an attached PDF or image.

  • Creates a new invoice with an attached PDF or image.

  • Performs an arbitrary authorized API call.

  • Pauses automated payment follow-up (follow-up emails) for a customer account. The account keeps its outstanding balance but stops receiving reminders until resumed.

  • Resumes automated payment follow-up (follow-up emails) for a customer account previously paused.

  • Updates the refunded amount on a specific credit note.

  • Updates the paid amount on a specific invoice.

Select a trigger and an action

Create workflow (opens in a new tab)