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.

Pinterest
Trigger: Watch Boards
incwo
Action: Select an action
1. Select a trigger
  • Triggers when a new board is created.

  • Triggers when a new pin is created.

2. Select an action
  • Adds a new bill line in an invoice_maybe bill.

  • Adds a new line in an existing proposal.

  • Creates a new cash deposit.

  • Creates a new contact based on standard properties.

  • Creates a new draft invoice. You can after add bill lines and finalized it using the “Update Bill Progress” module.

  • Creates a new firm based on standard properties.

  • Creates a new lead.

  • Creates a new product based on standard informations.

  • Creates a new proposal.

  • Gets detailed information for a contact.

  • Gets detailed information for a firm.

  • Gets detailed information for an invoice.

  • Gets detailed information for a lead.

  • Gets detailed information for a customer product.

  • Gets detailed information for a proposal.

  • Gets a proposal PDF.

  • Gets an invoice PDF.

  • Performs an arbitrary authorized API call.

  • Updates a contact.

  • Updates a firm.

  • Updates a product.

  • Updates the progress of a specified invoice.

  • Updates the progress of a specified proposal.

Select a trigger and an action

Create workflow (opens in a new tab)