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.

Cin7 Core
Trigger: Watch New or Updated Customer
Email
Action: Select an action
1. Select a trigger
  • Triggers when a new customer has been created or updated.

  • Triggers when a supplier has been created or updated.

  • Triggers when a new payment has been received.

  • Triggers when a new sale credit note is authorized.

  • Triggers when a new sale invoice has been authorized.

  • Triggers when a sale shipment tracking number is changed.

  • Triggers when a new sale has been voided.

  • Triggers when a change is made to product availability.

2. Select an action
  • Copies an email or a draft into a selected folder.

  • Creates and adds a new draft to a selected folder.

  • Removes an email or a draft from a selected folder.

  • Returns emails that match the specified criteria.

  • Marks an email or a draft in a selected folder as read by setting the "Read" flag.

  • Marks an email or a draft in a selected folder as unread by setting the "Unread" flag.

  • Moves a chosen email or a draft to a selected folder.

  • Sends a new email.

  • Sends an email to a specific member of your team.

Select a trigger and an action

Create workflow (opens in a new tab)