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.

FreeAgent
Trigger: Watch Contacts
Make Code
Action: Select an action
1. Select a trigger
  • Watches for newly created contacts.

  • Watches for newly created invoices.

  • Watches for newly created tasks.

  • Watches for newly created users.

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

Select a trigger and an action

Create workflow (opens in a new tab)