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.

Sage Sales Management
Trigger: Watch Created Accounts
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when a new account is created.

  • Triggers when a new activity is created.

  • Triggers when a new calendar item is created.

  • Triggers when a new contact is created.

  • Triggers when a new opportunity is created.

  • Triggers when a new sales order is created.

  • Triggers when an account is updated.

  • Triggers when an activity is updated.

  • Triggers when a calendar item is updated.

  • Triggers when a contact is updated.

  • Triggers when an opportunity is updated.

  • Triggers when a sales order 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)