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.

iClosed
Trigger: Custom Contact Field Updated
Google Forms
Action: Select an action
1. Select a trigger
  • Triggers when a contact custom field is updated in iClosed.

  • Triggers when appointment setting outcome is added.

  • Triggers when a new call is scheduled in the CRM.

  • Triggers whenever a call outcome is added.

  • Triggers when a call is cancelled by an Invitee or by a Closer.

  • Triggers when contact status is changed on every step of it's scheduler journey.

  • Triggers when a contact is updated.

  • Triggers when a contact is updated.

  • Triggers when a potential, qualified, or disqualified contact is created at iClosed.

  • Triggers when a note is added

  • Triggers when an upcoming call is rescheduled.

  • Triggers when a setter owner is assigned to a contact.

  • Triggers when a transaction is synced with a Deal.

2. Select an action
  • Appends a new response to the bottom of the Google Sheets table.

  • Creates a new form.

  • Deletes a specific response from the bottom of the Google Sheets table.

  • Retrieves an existing form by its ID.

  • Retrieves the details of a response by its ID.

  • Performs an arbitrary authorized API call.

  • Removes a form and moves it to trash.

  • Updates an existing form by its ID.

  • Updates a response in the Google Sheets table.

Select a trigger and an action

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