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.

Microsoft 365 Email (Outlook)
Trigger: Watch Emails
BizMachine
Action: Select an action
1. Select a trigger
  • Triggers when a new email is sent or received.

  • Triggers when a new email is sent or received.

2. Select an action
  • Assigns specific Tag to a Company.

  • Creates new orgnization entry or organization team.

  • Deletes tag share entry for a specific user and tag

  • Retrieves Bank Accounts info from BizMachine API

  • Retrieves company basic info from Bizmachine API

  • This endpoint serves as a centralized hub for extracting essential company-related data, encompassing the "Basic-Infos" dataset along with selected values from diverse datasets such as Contacts, Metrics, Risks, Indicators, NACE codes, Eshops, and Locations.

  • Fetches company details from Bizmachine API (various fields are returned based on subscription level).

  • Generates deep link for retrieval of company information.

  • Retrieves connected companies from BizMachine API

  • Retrieves contacts info from BizMachine API

  • Retrieves company indicators from BizMachine API

  • Retrieves company metrics from Bizmachine API

  • Retrieves company NACE codes from BizMachine API

  • Retrieves owned companies from BizMachine API

  • Retrieves company owners from BizMachine API

  • Retrieves company risks from BizMachine API

  • Retrieves company statutories from BizMachine API

  • Performs an arbitrary authorized API call.

  • Removes specific Tag from a Company.

  • Shares a tag with a specific user.

Select a trigger and an action

Create workflow (opens in a new tab)