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.

Daktela
Trigger: Watch Accounts
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when an account is created or updated

  • Triggers when a campaign record is created or updated

  • Triggers when a contact is created or updated

  • Triggers when a CRM record is created or updated

  • Triggers when a ticket is created or updated

2. Select an action
  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)