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.

Instagram for Business (Facebook login)
Trigger: Watch events
LeonAI Priority ERP
Action: Select an action
1. Select a trigger
  • Triggers when the subscribed event is received.

  • Triggers when a new media is added.

  • Triggers when a new post is added to the selected Instagram Business or Creator IG User.

2. Select an action
  • Creates a new SKU.

  • Activates forms procedures, such as closing an invoice, turning a customer into a permanent, and more.

  • Activates form procedures including invoice processing, customer status updates, dynamic document generation, Excel report creation, and more. Enhanced V2 version with improved performance and advanced formatting capabilities.

  • Activate procedures from eprog form, such as printing document, get reports, get excels files. support dynamic formats for all the documents, word and excel.

  • Triggers sub-form procedures and activations. This module allows users to activate specific procedures on a particular line within the sub-form.

  • Add text to sub-form fields with control over existing content. Append new text to existing content or completely overwrite it based on your selection.

  • Add text to sub-sub-form (grandchild form) fields with control over existing content. Append new text to existing content or completely overwrite it based on your selection.

  • Batch multiple API operations into one efficient request. Reduce API calls, handle complex workflows, and manage dependencies between operations. Supports up to 100 operations per batch with entity referencing capabilities.

  • Clears and refreshes entity metadata to reflect recent customizations or field additions. Specify an entity to refresh its metadata, or leave the entity selection blank to clear metadata for all entities. Metadata automatically rebuilds on the next API request.

  • Add new customer to Priority ERP with complete customer profiles. Input customer details, contact information, billing preferences, and account settings for comprehensive customer management.

  • Creates a file by extracting attachment data from Priority ERP's EXTFILENAME column. Converts Priority Data attachment records into an accessible file format.

  • Creates Priority ERP records from available forms (standard or private custom). Shows accessible forms to your API user and supports complex entity creation with child relationships.

  • Creates a new top-level form record (e.g. a new Order or Invoice) via the Priority WebSDK.

  • Creates new invoice records in Priority ERP. Generates invoice parent form entries with standard invoice information and details.

  • Creates a new price proposal.

  • Creates a new order.

  • Creates sub-form records belonging to parent forms. Shows available Priority ERP sub-forms to your API user, including standard and custom private sub-forms.

  • Adds a new line to a sub-form via the Priority WebSDK.

  • Creates sub-sub-form (grandchild) records belonging to sub-forms. Shows available Priority ERP sub-sub-forms to your API user, including standard and custom private sub-sub-forms.

  • Adds a new line to a sub-sub form (grandchild) via the Priority WebSDK.

  • Deletes a selected parent screen record.

  • Deletes a selected screen record.

  • Deletes record of a chosen grandchild screen

  • Get few sub-forms from a specific Form

  • Create URI data from URL For Priority Upload File

  • Retrieves an order record.

  • Retrieves a price proposal record.

  • Searches for text from child screen.

  • Searches for text from grandchild screen.

  • Performs an arbitrary authorized API call.

  • Searches for invoice data/tax receipt/centeral invoice.

  • Retrieves a selected parent screen record.

  • Retrieves an SKU record.

  • Updates a selected record.

  • Updates a selected record using WebSDK.

  • Updates a record of a chosen form.

  • Updates fields on a selected sub-form line via the Priority WebSDK.

  • Updates fields on a selected sub sub-form line (Grandchild) via the Priority WebSDK.

  • Updates record of a chosen grandchild screen

  • Uploads a file.

Select a trigger and an action

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