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.

Bind ERP
Trigger: Watch New Activity
Anthropic Claude
Action: Select an action
1. Select a trigger
  • Triggers when new activity added.

  • Triggers when a new invoice added.

  • Triggers when new product added.

  • Triggers when a new prospect add.

  • Triggers when new quote added.

2. Select an action
  • Creates a memory in a memory store.

  • Creates a memory store.

  • Creates a new prompt based on a structured list of input messages.

  • Creates a session.

  • Creates a new Skill.

  • Creates a new Skill version.

  • Deletes an existing file.

  • Deletes an existing Skill.

  • Deletes an existing Skill version.

  • Downloads a Claude-generated file.

  • Retrieves an existing file's metadata.

  • Retrieves an existing Skill.

  • Retrieves an existing Skill version.

  • Performs an arbitrary authorized API call.

  • Sends events to a session.

  • Generates text responses from prompts without requiring an account or connection.

  • Uploads a new file.

Select a trigger and an action

Create workflow (opens in a new tab)