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.

GetAccept
Trigger: Watch Documents Created
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when a new document has been created.

  • Triggers when a document has been reviewed.

  • Triggers when a document has been sent.

  • Triggers when a document has been signed.

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

Select a trigger and an action

Create workflow (opens in a new tab)