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
Make Code
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
  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)