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.

LiquidPlanner
Trigger: Watch Clients
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when a client has been created or updated.

  • Triggers when a comment has been created or updated.

  • Triggers when a document has been created or updated.

  • Triggers when a package has been created or updated.

  • Triggers when a project has been created or updated.

  • Triggers when a task has been created or updated.

2. Select an action
  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)