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
Brightflag
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
  • Download an invoice document (invoice, invoice summary, or invoice attachment law firm)

  • Get detail about a Matter

  • Perform an arbitrary authorized API call

  • Update the invoice payment status to PAID or VOID

Select a trigger and an action

Create workflow (opens in a new tab)