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.

Microsoft 365 Email (Outlook)
Trigger: Watch Emails
Clover POS
Action: Select an action
1. Select a trigger
  • Triggers when a new email is sent or received.

  • Triggers when a new email is sent or received.

2. Select an action
  • Creates a new customer.

  • Deletes an existing customer.

  • Deletes an existing line item.

  • Deletes an existing order.

  • Retrieves an existing customer.

  • Retrieves an existing line item.

  • Retrieves an existing order.

  • Retrieves all customers in CSV format.

  • Performs an arbitrary authorized API call.

  • Updates an existing customer.

Select a trigger and an action

Create workflow (opens in a new tab)