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.

CompanyHub
Trigger: Watch New Company
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when a new company has been created.

  • Triggers when a new contact has been created.

  • Triggers when a new deal has been created.

  • Triggers when a quote has been created.

  • Trigger when a new quote product has been created.

  • Triggers when a new record on a specified table has been created.

  • Triggers when a new saler order has been created.

  • Triggers when a new sales order product has been created.

2. Select an action
  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)