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.

Invoiced
Trigger: New Event
Make AI Toolkit
Action: Select an action
1. Select a trigger
  • Triggers when a new event is appeared.

  • Triggers when a new contact is created.

  • Triggers when a credit note is created, updated, deleted, viewed or commented.

  • Triggers when a customer is created, updated, deleted or merged.

  • Triggers when an estimate is created, updated, deleted, viewed, commented or approved.

  • Triggers when an invoice is created, updated, deleted, commented, viewed or paid.

  • Triggers when a line item is created, updated or deleted.

  • Triggers when a note is created, updated or deleted.

  • Triggers when a payment plan created, updated, deleted.

  • Triggers when a subscription is created, updated or deleted.

  • Triggers when a task is created, updated, deleted or completed.

  • Triggers when a transaction is created, updated or deleted.

2. Select an action
  • Evaluates the tone of a text and determines if it’s `positive`, `neutral`, or `negative`. This is known as the sentiment.

  • Analyzes text and assigns it to categories from a list you define.

  • Splits text into smaller, more manageable pieces. These are known as chunks.

  • Retrieves information that you specify from a text.

  • Detects the language that text is written in.

  • Sends a request for AI to answer. The response will always be in the text format.

  • Adjusts the style and format of text to ensure it’s consistent.

  • Condenses longer text into a shorter summary.

  • Translates text from one language into another.

Select a trigger and an action

Create workflow (opens in a new tab)