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
WordPress
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 category.

  • Creates a comment.

  • Creates a media item.

  • Creates a post.

  • Creates a tag.

  • Creates a user.

  • Deletes a category specified by its ID.

  • Deletes a comment specified by its ID.

  • Deletes a media item specified by its ID.

  • Deletes a post specified by its ID.

  • Deletes a tag specified by its ID.

  • Deletes a user specified by its ID.

  • Returns info about a category specified by its ID.

  • Returns info about a comment specified by its ID.

  • Returns info about a media item specified by its ID.

  • Returns info about a post specified by its ID.

  • Returns info about a tag specified by its ID.

  • Returns info about a user specified by its ID.

  • Performs an arbitrary authorized API call.

  • Updates a category specified by its ID.

  • Updates a comment specified by its ID.

  • Updates a media item specified by its ID.

  • Updates a post specified by its ID.

  • Updates a tag specified by its ID.

  • Updates a user specified by its ID.

Select a trigger and an action

Create workflow (opens in a new tab)