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
Facebook Lead Ads
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
  • Returns information about the form.

  • Returns the information that the user filled in, in the lead generation form. Use this action after the New Lead trigger.

  • The action unsubscribes a selected page from the connection to Make.

Select a trigger and an action

Create workflow (opens in a new tab)