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.

FirstPromoter v2
Trigger: Watch New Customer
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when a customer is created or converts from a lead.

  • Triggers when a promoter refers a lead

  • Triggers when a promoter is accepted into a campaign in FirstPromoter

  • Triggers when a reward or commission is generated.

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

Select a trigger and an action

Create workflow (opens in a new tab)