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.

Capsule CRM
Trigger: Watch new Cases
Facebook Lead Ads
Action: Select an action
1. Select a trigger
  • Checks if a new case was created.

  • Checks if a new opportunity was created.

  • Checks if a new party was created.

  • Checks if a new task was created.

  • Triggers when an opportunity is created, updated or deleted.

  • Triggers when a party is created, updated or deleted.

  • Triggers when a case is created, updated or deleted.

  • Triggers when a task is created, updated or deleted.

2. Select an action
  • Returns information about the form.

  • Returns the information that the user filled in, in the lead generation form. Use this action after the New Lead trigger.

  • The action unsubscribes a selected page from the connection to Make.

Select a trigger and an action

Create workflow (opens in a new tab)