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.

EngageBay
Trigger: Watch Companies Updates
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when some company is updated.

  • Triggers when some contact is updated.

  • Trigger when some deal is updated.

  • Triggers when new company is created.

  • Triggers when new contact is added.

  • Triggers when new deal is added.

  • Triggers when new task is added.

  • Triggers when some task is updated.

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

Select a trigger and an action

Create workflow (opens in a new tab)