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.

Knack
Trigger: New Event
Process Street
Action: Select an action
1. Select a trigger
  • Triggers when a new record is created, updated or deleted or when a form is submitted.

  • Triggers when a new record is added.

2. Select an action
  • Assigns a member to a certain task of a workflow run.

  • Creates a new workflow run.

  • Retrieves an existing task.

  • Retrieves an existing workflow run.

  • Performs an arbitrary authorized API call.

  • Unassigns a member from a certain task of a workflow run.

  • Updates an existing workflow run.

  • Updates form fields of a workflow run.

Select a trigger and an action

Create workflow (opens in a new tab)