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
monday.com
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
  • Adds a new column to a specific board.

  • Adds a file to a file column value.

  • Adds a file to an existing update.

  • Adds subscribers to a board by their IDs and the board ID.

  • Creates a new board.

  • Creates a new group in a specific board.

  • Creates a new notification.

  • Creates subitem of an item.

  • Creates an item by the board ID.

  • Creates an item.

  • Creates a new update.

  • The tags mutation allows you to create new tags or receive their data if they already exist.

  • Deletes or archives an item.

  • Downloads a file by the asset ID.

  • Duplicates a board.

  • Duplicates a group.

  • Duplicates an item.

  • Performs an arbitrary authorized GraphQL query.

  • Returns a board.

  • Returns a group.

  • Returns a team.

  • Returns a user.

  • Returns an item.

  • Gets a column value of an item.

  • Moves an item between groups in the same board.

  • Removes subscribers from a board by their IDs and the board ID.

  • Updates multiple columns values of a specific item.

Select a trigger and an action

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