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
Brevo
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
  • Adds existing contacts to a list.

  • Creates a contact.

  • Creates a folder.

  • Creates a list.

  • Creates a new campaign.

  • Deletes a contact.

  • Deletes a folder.

  • Deletes a list.

  • Deletes an email campaign.

  • Return details about a contact.

  • Returns details about a folder.

  • Returns details about a list.

  • Returns details about an email campaign.

  • Return details about my account.

  • Performs an arbitrary authorized API call.

  • Sends a PDF campaign report to the specific email.

  • Sends a transactional email.

  • Sends a transactional SMS.

  • Sends a transactional SMS.

  • Updates a contact.

  • Updates a folder.

  • Updates a list.

  • Updates an email campaign.

Select a trigger and an action

Create workflow (opens in a new tab)