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
Brevo
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
  • Adds existing contacts to a list.

  • Creates a contact.

  • Creates a folder.

  • Creates a list.

  • Creates a new campaign.

  • Deletes a contact.

  • Deletes a folder.

  • Deletes a list.

  • Deletes an email campaign.

  • Return details about a contact.

  • Returns details about a folder.

  • Returns details about a list.

  • Returns details about an email campaign.

  • Return details about my account.

  • Performs an arbitrary authorized API call.

  • Sends a PDF campaign report to the specific email.

  • Sends a transactional email.

  • Sends a transactional SMS.

  • Sends a transactional SMS.

  • Updates a contact.

  • Updates a folder.

  • Updates a list.

  • Updates an email campaign.

Select a trigger and an action

Create workflow (opens in a new tab)