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.

DocuGenerate
Trigger: Watch New Document
Facebook Lead Ads
Action: Select an action
1. Select a trigger
  • Triggers when a new document is generated from a template.

  • Triggers when a new template is created.

2. Select an action
  • Returns information about the form.

  • Returns the information that the user filled in, in the lead generation form. Use this action after the New Lead trigger.

  • The action unsubscribes a selected page from the connection to Make.

Select a trigger and an action

Create workflow (opens in a new tab)