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.

JivoChat
Trigger: Watch Chat Accepted
Google Workspace Admin
Action: Select an action
1. Select a trigger
  • Triggers when an agent clicks 'Reply'.

  • Triggers when a chat connects to CRM using the parameter "crm_link" from a reply on Chat Accepted.

  • Triggers when a chat is closed in the agent application.

  • Triggers when a visitor's information has been updated - for example, a visitor filled the contacts form in the chat.

  • Triggers when operators get a new call or an existing call change status.

  • Triggers when a visitor sends an offline message through the chat offline form.

2. Select an action
  • Assigns a user to a specific role.

  • Creates a new role.

  • Creates a new user.

  • Creates a new organizational unit.

  • Deletes a role.

  • Deletes a role assignment.

  • Deletes a user.

  • Deletes an organizational unit.

  • Gets the details of a role.

  • Gets the details of a role assignment.

  • Gets the details of a user.

  • Gets the details of an organizational unit.

  • Makes a user a super administrator.

  • Performs an arbitrary authorized API call.

  • Updates an existing role.

  • Updates an existing user.

  • Updates an existing organizational unit.

Select a trigger and an action

Create workflow (opens in a new tab)