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 Code
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
  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)