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.

Digiclose
Trigger: Watch Accepted Offer
Anthropic Claude
Action: Select an action
1. Select a trigger
  • Triggers when a contact accepts an offer.

  • Triggers when a contact field has been changed.

  • Triggers when as task has been completed.

  • Triggers when a contact's deal phase has been changed.

  • Triggers when a task has been created.

  • Triggers when a contact opens an offer.

  • Triggers when a tag has been added to a contact.

  • Triggers when a tag has been removed from a contact.

2. Select an action
  • Creates a memory in a memory store.

  • Creates a memory store.

  • Creates a new prompt based on a structured list of input messages.

  • Creates a session.

  • Creates a new Skill.

  • Creates a new Skill version.

  • Deletes an existing file.

  • Deletes an existing Skill.

  • Deletes an existing Skill version.

  • Downloads a Claude-generated file.

  • Retrieves an existing file's metadata.

  • Retrieves an existing Skill.

  • Retrieves an existing Skill version.

  • Performs an arbitrary authorized API call.

  • Sends events to a session.

  • Generates text responses from prompts without requiring an account or connection.

  • Uploads a new file.

Select a trigger and an action

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