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.

Assembly
Trigger: Watch Activated Clients
Superhuman Docs
Action: Select an action
1. Select a trigger
  • Triggers when a client is activated in Copilot.

  • Triggers when a task is archived.

  • Triggers when a subscription is canceled.

  • Triggers when a form response is completed.

  • Triggers when a task is completed.

  • Triggers when a client is created in Copilot.

  • Triggers when a company is created.

  • Triggers when a file is created.

  • Triggers when a folder is created in the Files app.

  • Triggers when an internal user is created.

  • Triggers when an invoice is created.

  • Triggers when a link is created in the Files app.

  • Triggers when a message channel is created.

  • Triggers when a note is created.

  • Triggers when a notification has been sent to a client or internal user

  • Triggers when a price is created.

  • Triggers when a product is created.

  • Triggers when a subscription is created.

  • Triggers when a task is created.

  • Triggers when a client is deleted.

  • Triggers when a company is deleted.

  • Triggers when a file is deleted.

  • Triggers when a folder is deleted.

  • Triggers when an internal user is deleted.

  • Triggers when an invoice is deleted.

  • Triggers when a link is deleted from a file channel.

  • Triggers when a message channel is deleted.

  • Triggers when a note is deleted.

  • Triggers when a task is deleted.

  • Triggers when a payment fails.

  • Triggers when an invoice is paid.

  • Triggers when an internal user requests a contract signature from a client.

  • Triggers when an invoice is sent.

  • Triggers when a message is sent.

  • Triggers when a contract is signed.

  • Triggers when a payment is successful.

  • Triggers when a client custom field is updated.

  • Triggers when a client is updated.

  • Triggers when a company is updated.

  • Triggers when a company custom field is updated.

  • Triggers when a file has been renamed or moved within a file channel.

  • Triggers when a folder is renamed or moved.

  • Triggers when an invoice is updated.

  • Triggers when a link has been renamed or moved within a file channel.

  • Triggers when a note is updated.

  • Triggers when a product name or status is updated. Prices added to products will not trigger this module, for this use the Price Created trigger.

  • Triggers when a task is updated.

  • Triggers when an invoice is voided.

2. Select an action
  • Creates a new Superhuman Docs doc, optionally copying an existing doc.

  • Creates a new row in a selected table.

  • Deletes a specified row from the table. When deleting using a name as opposed to an ID, an arbitrary row will be removed.

  • Returns details about a column in a table.

  • Returns info on a control.

  • Returns information about the specified doc.

  • Returns details about a folder.

  • Returns info on a formula.

  • Returns details about a section.

  • Returns details about a row in a table.

  • Returns details about a specific table.

  • Performs an arbitrary authorized API call.

  • Pushes a button on a row in a table.

  • Updates properties for a page.

  • Updates a specified row in the table.jj

  • Creates a new row or updates existing rows if any upsert key columns are provided. When upserting, if multiple rows match the specified key column(s), they will all be updated with the specified value.

Select a trigger and an action

Create workflow (opens in a new tab)