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.

Clust
Trigger: Watch Application Tasks Completed
Facebook Lead Ads
Action: Select an action
1. Select a trigger
  • Triggers when a application task is completed

  • Triggers when a new application is created.

  • Triggers when an application change stage.

  • Trigger when an application is updated by a client

  • Triggers when a new application is approved.

  • Trigger when a new application is closed

  • Trigger when a document is added to an application by a client

  • Triggers when a new application is late.

  • Triggers when a new application pending submission is detected (all mandatory documents provided but application not submitted)

  • Trigger when the status of a dossier item change

  • Trigger when a step task is completed

  • Triggers when a new application is submitted.

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)