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.

Follow Up Boss
Trigger: Watch Appointment Created
Superhuman Docs
Action: Select an action
1. Select a trigger
  • Triggers when an appointment has been created.

  • Triggers when a contact stage has been updated.

  • Triggers when a deal stage has been updated.

  • Triggers when a contact has been created.

  • Triggers when a new deal has been created.

  • Triggers when people perform an action on your IDX website.

  • Triggers when tags have been added to a contact.

2. Select an action
  • Creates a new Superhuman Docs doc, optionally copying an existing doc.

  • Creates a new row in a selected table.

  • Deletes a specified row from the table. When deleting using a name as opposed to an ID, an arbitrary row will be removed.

  • Returns details about a column in a table.

  • Returns info on a control.

  • Returns information about the specified doc.

  • Returns details about a folder.

  • Returns info on a formula.

  • Returns details about a section.

  • Returns details about a row in a table.

  • Returns details about a specific table.

  • Performs an arbitrary authorized API call.

  • Pushes a button on a row in a table.

  • Updates properties for a page.

  • Updates a specified row in the table.jj

  • Creates a new row or updates existing rows if any upsert key columns are provided. When upserting, if multiple rows match the specified key column(s), they will all be updated with the specified value.

Select a trigger and an action

Create workflow (opens in a new tab)