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
Google Drive
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
  • Makes a copy of an existing file.

  • Creates a file from a text plain.

  • Creates a new file or folder shortcut.

  • Creates a new folder.

  • Creates a new shared drive.

  • Deletes a file's revision.

  • Permanently deletes a file or folder owned by the user without moving it to the trash. 

  • Deletes a shared drive without any content.

  • Downloads a file.

  • Gets a specified file's revision.

  • Retrieves a file or folder path for an ID.

  • Gets a share link for file or folder.

  • Gets a shared drive's metadata by ID.

  • This is the module to maintain/edit google-custom connection

  • Performs an arbitrary authorized API call.

  • Moves a file or folder to a different location in Google Drive.

  • Moves a file or folder to trash.

  • Renames an existing folder.

  • Revokes a file or folder access.

  • Updates a file's metadata and/or content.

  • Updates an existing file's revision.

  • Updates an exisitng file or folder access.

  • Updates an existing shared drive. For admins only.

  • Uploads a new file.

Select a trigger and an action

Create workflow (opens in a new tab)