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.

Clientjoy
Trigger: Watch Customers
Facebook Lead Ads
Action: Select an action
1. Select a trigger
  • Triggers when a new customer is created.

  • Triggers when an invoice is paid.

  • Triggers when an invoice is sent.

  • Triggers when a new invoice is created.

  • Triggers when lead status is changed.

  • Triggers when a new lead is created.

  • Triggers when payment is recorded.

  • Triggers when a proposal is accepted.

  • Triggers when a proposal is sent.

  • Triggers when a new proposal is created.

  • Triggers when a customer is updated.

  • Triggers when a lead is updated.

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)