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.

JivoChat
Trigger: Watch Chat Accepted
Facebook Lead Ads
Action: Select an action
1. Select a trigger
  • Triggers when an agent clicks 'Reply'.

  • Triggers when a chat connects to CRM using the parameter "crm_link" from a reply on Chat Accepted.

  • Triggers when a chat is closed in the agent application.

  • Triggers when a visitor's information has been updated - for example, a visitor filled the contacts form in the chat.

  • Triggers when operators get a new call or an existing call change status.

  • Triggers when a visitor sends an offline message through the chat offline form.

2. Select an action
  • Returns information about the form.

  • Returns the information that the user filled in, in the lead generation form. Use this action after the New Lead trigger.

  • The action unsubscribes a selected page from the connection to Make.

Select a trigger and an action

Create workflow (opens in a new tab)