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.

Inistate
Trigger: Watch Changes Information
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when a field value is changed or a date is due.

  • Triggers when a new entry is created.

  • Triggers when an entry is updated.

  • Triggers when an activity is executed.

  • Triggers when the state of an entry is changed.

2. Select an action
  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)