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.

GetMyInvoices
Trigger: Watch Companies
Make Code
Action: Select an action
1. Select a trigger
  • Runs when a new company is added to account.

  • Runs when a new document is added to account.

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

Select a trigger and an action

Create workflow (opens in a new tab)