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 Drive
Trigger: Watch All Files
Levelup Demo
Action: Select an action
1. Select a trigger
  • Triggers when a file is created or modified.

  • Triggers when a comment is created or updated on a selected file.

  • Triggers when a file is created or modified in a selected folder.

  • Triggers when a new folder is created or modified.

  • Triggers when a new shared drive is created.

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)