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.

Google Sheets
Trigger: Perform a Function
Element451
Action: Select an action
1. Select a trigger
  • Receives data from the MAKE_FUNCTION or INTEGROMAT functions used in a sheet. Please note, the Sheets Add-On is required.

  • Triggers when a cell is updated. Watches only changes made in Google Sheet app. Sheets Add-On required.

  • Triggers when a new row is added.

2. Select an action
  • Adds a note to a user record.

  • Adds a new task. This can be associate with an existing user.

  • Adds a new activity to an existing user.

  • Adds an external user event to an existing user.

  • Sends a message from a user into the Conversations inbox. A new conversation will be created. The user must exist in Element451 and have a profile email address that matches the incoming email address.

  • Creates a new submission for a selected form. A new user is created or an existing user is updated based on the provided email address.

  • Exports data using an export template from your Element451 Instance.

  • Imports data using an import template from your Element451 Instance. This can be used to create new records or update an existing record.

  • Performs an arbitrary authorized API call.

Select a trigger and an action

Create workflow (opens in a new tab)