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.

Close CRM
Trigger: Watch Email Sequence Created / Updated
Facebook Pages
Action: Select an action
1. Select a trigger
  • Triggers when an email sequence is created or updated.

  • Triggers when an existing lead's status has been changed.

  • Triggers when a meeting is created, started, completed or canceled.

  • Triggers when a new membership is activated or deactivated.

  • Triggers when a new call activity is logged.

  • Triggers when a new contact is created.

  • Triggers when a new email activity is created.

  • Triggers when a new export is created.

  • Triggers when a new inbox item is created.

  • Triggers when a new lead is created.

  • Triggers when a new note activity is created.

  • Triggers when a new opportunity is created.

  • Triggers when a new smart view is created.

  • Triggers when a new SMS activity is created.

  • Triggers when a new task is created.

  • Triggers when an existing opportunity status has been changed.

2. Select an action
  • Creates a comment.

  • Creates a post.

  • Creates a multi-photo post.

  • Deletes a comment.

  • Deletes a photo.

  • Deletes a post.

  • Deletes a video.

  • Edits a comment.

  • Edits a post.

  • Returns info about a comment.

  • Returns details about a page.

  • Returns info about a photo.

  • Returns info about a post.

  • Returns info about a video.

  • Returns number of reactions for a post.

  • Likes a post.

  • Uploads a reel.

  • Unlikes a post.

  • Updates a video.

  • Update details on a page, such as phone or email.

  • Uploads a photo.

  • Uploads a video.

Select a trigger and an action

Create workflow (opens in a new tab)