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
Google Calendar
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
  • Clears a primary calendar. This operation deletes all events associated with the primary calendar of an account.

  • Creates a new calendar.

  • Creates a new access control rule.

  • Creates a new event.

  • Deletes a calendar.

  • Deletes an access control rule.

  • Deletes an event.

  • Duplicates an event.

  • Returns metadata for a calendar.

  • Returns metadata of an access control rule.

  • Returns metadata for an event in the specific calendar.

  • Returns free/busy information for a set of calendars.

  • Performs an arbitrary authorized API call.

  • Updates an existing calendar.

  • Updates an existing access control rule.

  • Updates an existing event.

Select a trigger and an action

Create workflow (opens in a new tab)