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
Make Code
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
  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)