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.

LeadTable
Trigger: Watch Lead Status Changes
Anthropic Claude
Action: Select an action
1. Select a trigger
  • Triggers when the status of a lead has been changed.

  • Gets triggered when a new Lead was created

  • This gets called when a Lead gets updated. Possible Updates are: Lead got deleted, Description got updated, History was updated (Note was written or deleted), Status was changed, Profile was updated.

2. Select an action
  • Creates a memory in a memory store.

  • Creates a memory store.

  • Creates a new prompt based on a structured list of input messages.

  • Creates a session.

  • Creates a new Skill.

  • Creates a new Skill version.

  • Deletes an existing file.

  • Deletes an existing Skill.

  • Deletes an existing Skill version.

  • Downloads a Claude-generated file.

  • Retrieves an existing file's metadata.

  • Retrieves an existing Skill.

  • Retrieves an existing Skill version.

  • Performs an arbitrary authorized API call.

  • Sends events to a session.

  • Generates text responses from prompts without requiring an account or connection.

  • Uploads a new file.

Select a trigger and an action

Create workflow (opens in a new tab)