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.

Google Docs
Trigger: Watch Documents
Levelup Demo
Action: Select an action
1. Select a trigger
  • Triggers when a new document is created or modified in a specific folder.

2. Select an action
  • Creates a new demo request.

  • Returns information about a specific contact after selection from list.

  • Returns information about a specific demo by its ID.

  • Returns information about a specific demo request by its ID.

  • Returns Meeting Minutes data for a specific completed demo by its ID.

  • Performs an arbitrary authorized API call.

  • This provides a list of demos present in the Upcoming section tab of Levelup Demo.

Select a trigger and an action

Create workflow (opens in a new tab)