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.

Google Drive
Trigger: Watch All Files
Cubo CRM
Action: Select an action
1. Select a trigger
  • Triggers when a file is created or modified.

  • Triggers when a comment is created or updated on a selected file.

  • Triggers when a file is created or modified in a selected folder.

  • Triggers when a new folder is created or modified.

  • Triggers when a new shared drive is created.

2. Select an action
  • Creates a new negotiation in CUBO CRM, registering all information, including one or multiple products and one or multiple custom fields

  • Performs an arbitrary authorized API call.

  • Updates an existing negotiation in CUBO CRM, modifying its details, including custom fields and linked products, or adding new information to the negotiation.

Select a trigger and an action

Create workflow (opens in a new tab)