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
Notion
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 data source item content.

  • Appends a new page content.

  • Adds a new data source to database or page.

  • Creates a new item in a data source.

  • Creates a new database with default data source.

  • Creates a new database as a subpage in a specified page.

  • Creates a new item in a database.

  • Creates a new page in a specified page.

  • Sets a page content/block, as archived.

  • Gets a specified data source.

  • Gets a specified data source (or legacy database) item.

  • Gets a specified database.

  • Gets a specified database.

  • Gets a specified page.

  • Get a specified page content/block.

  • Performs an arbitrary authorized API call.

  • Updates a data source.

  • Updates an existing data source (or legacy database) item.

  • Updates an existing database.

  • Updates an existing database.

  • Updates an existing page.

  • Updates an existing page content/block.

Select a trigger and an action

Create workflow (opens in a new tab)