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
Make Code
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
  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)