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
Superhuman Docs
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
  • Creates a new Superhuman Docs doc, optionally copying an existing doc.

  • Creates a new row in a selected table.

  • Deletes a specified row from the table. When deleting using a name as opposed to an ID, an arbitrary row will be removed.

  • Returns details about a column in a table.

  • Returns info on a control.

  • Returns information about the specified doc.

  • Returns details about a folder.

  • Returns info on a formula.

  • Returns details about a section.

  • Returns details about a row in a table.

  • Returns details about a specific table.

  • Performs an arbitrary authorized API call.

  • Pushes a button on a row in a table.

  • Updates properties for a page.

  • Updates a specified row in the table.jj

  • Creates a new row or updates existing rows if any upsert key columns are provided. When upserting, if multiple rows match the specified key column(s), they will all be updated with the specified value.

Select a trigger and an action

Create workflow (opens in a new tab)