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
Pinterest
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
  • Creates a board.

  • Creates a new pin.

  • Deletes a specific board.

  • Deletes the selected pin.

  • Retrieves information about a specific board.

  • Returns information about a pin.

  • Performs an arbitrary authorized API call.

  • Updates a specific board.

  • Updates the selected pin.

Select a trigger and an action

Create workflow (opens in a new tab)