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.

Notion
Trigger: Watch Data Source Items
Contractbook
Action: Select an action
1. Select a trigger
  • Triggers when a Data source (legacy database) item is created or updated.

  • Triggers when a specified event is created.

  • Triggers when a data source, page or legacy database is created and updated.

  • Triggers when a page content is created.

2. Select an action
  • Creates a new document from a template.

  • Gets a PDF copy of a document by ID.

  • Performs an arbitrary authorized API call.

  • Sends a document in a draft state specified by ID.

  • Updates a document.

Select a trigger and an action

Create workflow (opens in a new tab)