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.

easybill
Trigger: Watch Contacts
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when a contact event has happened.

  • Triggers when a customer event has happened.

  • Triggers when a document payment event has happened.

  • Triggers when a document event has happened.

  • Triggers when an invoice item event has happened.

2. Select an action
  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)