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.

CaptainBook
Trigger: Watch All Mandatory Questions Answered
Facebook Lead Ads
Action: Select an action
1. Select a trigger
  • Triggers when all mandatory questions for a booking have been answered

  • Triggers when all mandatory questions for a guest have been answered.

  • Triggers when a booking is cancelled

  • Triggers when a booking is rescheduled.

  • Triggers when a booking is confirmed

  • Triggers when a customer is created.

  • Triggers when diary notes for an availability have been updated.

  • Triggers when all documents for a booking have been signed.

  • Triggers when a booking transaction is saved.

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)