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.

BlueLink
Trigger: Document Trigger
Make Code
Action: Select an action
1. Select a trigger
  • Trigger when a Document is uploaded, deleted or changed

  • Trigger when the quote status is changed

2. Select an action
  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)