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
Pinterest
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
  • Creates a board.

  • Creates a new pin.

  • Deletes a specific board.

  • Deletes the selected pin.

  • Retrieves information about a specific board.

  • Returns information about a pin.

  • Performs an arbitrary authorized API call.

  • Updates a specific board.

  • Updates the selected pin.

Select a trigger and an action

Create workflow (opens in a new tab)