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.

Float
Trigger: Watch New Clients
Brevo
Action: Select an action
1. Select a trigger
  • Triggers when a new client is created.

  • Triggers when a new department is created.

  • Triggers when a new logged time is created.

  • Triggers when a new person is created.

  • Triggers when a new project is created.

  • Triggers when a new task is created.

  • Triggers when a new time off is created.

  • Triggers when an existing logged time is updated.

  • Triggers when an existing task is updated.

2. Select an action
  • Adds existing contacts to a list.

  • Creates a contact.

  • Creates a folder.

  • Creates a list.

  • Creates a new campaign.

  • Deletes a contact.

  • Deletes a folder.

  • Deletes a list.

  • Deletes an email campaign.

  • Return details about a contact.

  • Returns details about a folder.

  • Returns details about a list.

  • Returns details about an email campaign.

  • Return details about my account.

  • Performs an arbitrary authorized API call.

  • Sends a PDF campaign report to the specific email.

  • Sends a transactional email.

  • Sends a transactional SMS.

  • Sends a transactional SMS.

  • Updates a contact.

  • Updates a folder.

  • Updates a list.

  • Updates an email campaign.

Select a trigger and an action

Create workflow (opens in a new tab)